Lorne Steinberg Wealth Management’s Eli Lilly LLY Stock Holding History

Lorne Steinberg Wealth Management’s Portfolio LLY Stock Details LLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$579K	Sell	629 -100	-14%	-$101K	0.14%	57
2025 Q4	$783K	Buy	729 +14	+2%	+$13.4K	0.18%	55
2025 Q3	$546K	Buy	715 +400	+127%	+$298K	0.13%	58
2025 Q2	$246K	Hold	315	–	–	0.06%	66
2025 Q1	$260K	Sell	315 -16	-5%	-$13.3K	0.08%	64
2024 Q4	$256K	Hold	331	–	–	0.07%	64
2024 Q3	$293K	Hold	331	–	–	0.08%	64
2024 Q2	$300K	Sell	331 -100	-23%	-$80K	0.1%	63
2024 Q1	$335K	Buy	431 +16	+4%	+$11.4K	0.1%	66
2023 Q4	$242K	Sell	415 -187	-31%	-$109K	0.08%	67
2023 Q3	$323K	Buy	602 +15	+3%	+$7.73K	0.12%	62
2023 Q2	$275K	Hold	587	–	–	0.1%	61
2023 Q1	$202K	Hold	587	–	–	0.08%	65
2022 Q4	$215K	Buy	+587	New	+$208K	0.09%	68
2022 Q3	–	Sell	-1,087	Closed	-$352K	–	66
2022 Q2	$352K	Hold	1,087	–	–	0.17%	59
2022 Q1	$311K	Hold	1,087	–	–	0.14%	55
2021 Q4	$300K	Hold	1,087	–	–	0.13%	57
2021 Q3	$251K	Hold	1,087	–	–	0.12%	60
2021 Q2	$249K	Hold	1,087	–	–	0.12%	60
2021 Q1	$203K	Buy	+1,087	New	+$213K	0.11%	60

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Lorne Steinberg Wealth Management's LLY Position: Q1 2026 in Review

Lorne Steinberg Wealth Management reduced its Eli Lilly (LLY) stake by 14% in Q1 2026, selling an estimated $101K and leaving 629 shares worth $579K. The position accounts for 0.14% of the portfolio, ranked #57.

Lorne Steinberg Wealth Management first reported a position in LLY in Q1 2021 and has held it in 20 quarters since. The position peaked at $783K in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Lorne Steinberg Wealth Management held 629 shares of Eli Lilly worth $579K as of Q1 2026.
Lorne Steinberg Wealth Management sold 100 Eli Lilly shares in Q1 2026, an estimated $101K.
Eli Lilly made up 0.14% of Lorne Steinberg Wealth Management's portfolio in Q1 2026, its #57 holding.
Lorne Steinberg Wealth Management first reported a position in Eli Lilly in Q1 2021 and has held it in 20 quarters since.
Lorne Steinberg Wealth Management's Eli Lilly position peaked at $783K in Q4 2025.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Lorne Steinberg Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.