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Navigoe Wealth Management’s Eli Lilly LLY Stock Holding History

Navigoe 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 		$95K Sell
104
-30
-22% -$30.4K 0.06% 61
2025
Q4 		$144K Hold
134
– – 0.09% 47
2025
Q3 		$102K Buy
134
+33
+33% +$24.6K 0.07% 59
2025
Q2 		$78K Hold
101
– – 0.06% 58
2025
Q1 		$83K Hold
101
– – 0.07% 53
2024
Q4 		$77K Buy
+101
New +$83.6K 0.08% 52

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Navigoe Wealth Management's LLY Position: Q1 2026 in Review

Navigoe Wealth Management reduced its Eli Lilly (LLY) stake by 22% in Q1 2026, selling an estimated $30.4K and leaving 104 shares worth $95K. The position accounts for 0.06% of the portfolio, ranked #61.

Navigoe Wealth Management first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $144K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Navigoe Wealth Management held 104 shares of Eli Lilly worth $95K as of Q1 2026.
  • Navigoe Wealth Management sold 30 Eli Lilly shares in Q1 2026, an estimated $30.4K.
  • Eli Lilly made up 0.06% of Navigoe Wealth Management's portfolio in Q1 2026, its #61 holding.
  • Navigoe Wealth Management first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
  • Navigoe Wealth Management's Eli Lilly position peaked at $144K in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Navigoe Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.