Madison Wealth Partners’s Eli Lilly LLY Stock Holding History

Madison Wealth Partners’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	$780K	Buy	848 +77	+10%	+$78.1K	0.12%	82
2025 Q4	$829K	Sell	771 -19	-2%	-$18.2K	0.15%	66
2025 Q3	$603K	Buy	790 +9	+1%	+$6.7K	0.12%	80
2025 Q2	$609K	Sell	781 -86	-10%	-$66.8K	0.13%	78
2025 Q1	$716K	Sell	867 -23	-3%	-$19.1K	0.18%	66
2024 Q4	$687K	Sell	890 -4	-0.4%	-$3.31K	0.19%	65
2024 Q3	$792K	Buy	894 +284	+47%	+$255K	0.23%	56
2024 Q2	$552K	Buy	610 +10	+2%	+$8K	0.19%	64
2024 Q1	$466K	Buy	600 +46	+8%	+$32.7K	0.17%	68
2023 Q4	$323K	Buy	+554	New	+$323K	0.13%	87

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

Madison Wealth Partners's LLY Position: Q1 2026 in Review

Madison Wealth Partners increased its Eli Lilly (LLY) stake by 10% in Q1 2026, buying an estimated $78.1K and bringing the position to 848 shares worth $780K. The position accounts for 0.12% of the portfolio, ranked #82.

Madison Wealth Partners first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $829K in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Madison Wealth Partners held 848 shares of Eli Lilly worth $780K as of Q1 2026.
Madison Wealth Partners bought 77 Eli Lilly shares in Q1 2026, an estimated $78.1K.
Eli Lilly made up 0.12% of Madison Wealth Partners's portfolio in Q1 2026, its #82 holding.
Madison Wealth Partners first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
Madison Wealth Partners's Eli Lilly position peaked at $829K in Q4 2025.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.