Lutz Financial Services’s Eli Lilly LLY Stock Holding History

Lutz Financial Services’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	$315K	Buy	342 +17	+5%	+$17.2K	0.02%	90
2025 Q4	$349K	Buy	325 +26	+9%	+$24.9K	0.02%	88
2025 Q3	$228K	Sell	299 -23	-7%	-$17.1K	0.02%	93
2025 Q2	$251K	Buy	322 +14	+5%	+$10.9K	0.02%	89
2025 Q1	$254K	Sell	308 -6	-2%	-$4.99K	0.02%	86
2024 Q4	$242K	Sell	314 -1	-0.3%	-$828	0.02%	86
2024 Q3	$279K	Sell	315 -53	-14%	-$47.6K	0.02%	81
2024 Q2	$333K	Hold	368	–	–	0.03%	75
2024 Q1	$286K	Sell	368 -13	-3%	-$9.25K	0.03%	79
2023 Q4	$222K	Sell	381 -11	-3%	-$6.42K	0.02%	82
2023 Q3	$211K	Sell	392 -38	-9%	-$19.6K	0.02%	79
2023 Q2	$202K	Buy	+430	New	+$180K	0.02%	81

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

Lutz Financial Services's LLY Position: Q1 2026 in Review

Lutz Financial Services increased its Eli Lilly (LLY) stake by 5.2% in Q1 2026, buying an estimated $17.2K and bringing the position to 342 shares worth $315K. The position accounts for 0.02% of the portfolio, ranked #90.

Lutz Financial Services first reported a position in LLY in Q2 2023 and has held it in 12 quarters since. The position peaked at $349K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Lutz Financial Services held 342 shares of Eli Lilly worth $315K as of Q1 2026.
Lutz Financial Services bought 17 Eli Lilly shares in Q1 2026, an estimated $17.2K.
Eli Lilly made up 0.02% of Lutz Financial Services's portfolio in Q1 2026, its #90 holding.
Lutz Financial Services first reported a position in Eli Lilly in Q2 2023 and has held it in 12 quarters since.
Lutz Financial Services's Eli Lilly position peaked at $349K in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Lutz Financial Services's 13F filing for Q1 2026, filed 4 May 2026.