Mine & Arao Wealth Creation & Management’s Eli Lilly LLY Stock Holding History

Mine & Arao Wealth Creation & 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	$488K	Hold	531	–	–	0.2%	49
2025 Q4	$571K	Hold	531	–	–	0.22%	46
2025 Q3	$405K	Buy	531 +9	+2%	+$6.7K	0.16%	51
2025 Q2	$407K	Sell	522 -200	-28%	-$155K	0.18%	50
2025 Q1	$596K	Buy	722 +200	+38%	+$166K	0.29%	37
2024 Q4	$403K	Buy	522 +3	+0.6%	+$2.48K	0.18%	49
2024 Q3	$460K	Hold	519	–	–	0.21%	49
2024 Q2	$470K	Hold	519	–	–	0.23%	48
2024 Q1	$404K	Buy	519 +2	+0.4%	+$1.42K	0.2%	51
2023 Q4	$301K	Hold	517	–	–	0.16%	59
2023 Q3	$278K	Hold	517	–	–	0.17%	57
2023 Q2	$242K	Hold	517	–	–	0.14%	65
2023 Q1	$178K	Hold	517	–	–	0.11%	74
2022 Q4	$189K	Hold	517	–	–	0.14%	69
2022 Q3	$167K	Buy	517 +17	+3%	+$5.39K	0.12%	70
2022 Q2	$162K	Hold	500	–	–	0.11%	73
2022 Q1	$143K	Hold	500	–	–	0.08%	84
2021 Q4	$138K	Hold	500	–	–	0.08%	92
2021 Q3	$116K	Hold	500	–	–	0.07%	94
2021 Q2	$115K	Hold	500	–	–	0.07%	97
2021 Q1	$93K	Hold	500	–	–	0.06%	106
2020 Q4	$84K	Hold	500	–	–	0.06%	103
2020 Q3	$74K	Hold	500	–	–	0.06%	102
2020 Q2	$82K	Hold	500	–	–	0.08%	92
2020 Q1	$69K	Hold	500	–	–	0.08%	91
2019 Q4	$66K	Buy	+500	New	+$58K	0.06%	109

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

Mine & Arao Wealth Creation & Management's LLY Position: Q1 2026 in Review

Mine & Arao Wealth Creation & Management held its Eli Lilly (LLY) position steady in Q1 2026 at 531 shares worth $488K. The position accounts for 0.2% of the portfolio, ranked #49.

Mine & Arao Wealth Creation & Management first reported a position in LLY in Q4 2019 and has held it in 26 quarters since. The position peaked at $596K in Q1 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Mine & Arao Wealth Creation & Management held 531 shares of Eli Lilly worth $488K as of Q1 2026.
Mine & Arao Wealth Creation & Management left its Eli Lilly share count unchanged in Q1 2026.
Eli Lilly made up 0.2% of Mine & Arao Wealth Creation & Management's portfolio in Q1 2026, its #49 holding.
Mine & Arao Wealth Creation & Management first reported a position in Eli Lilly in Q4 2019 and has held it in 26 quarters since.
Mine & Arao Wealth Creation & Management's Eli Lilly position peaked at $596K in Q1 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q1 2026, filed 29 Apr 2026.