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Naviter Wealth’s Eli Lilly LLY Stock Holding History

Naviter Wealth’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 		$8.77M Buy
9,534
+243
+3% +$246K 1.1% 19
2025
Q4 		$9.98M Sell
9,291
-1,020
-10% -$975K 1.3% 15
2025
Q3 		$7.87M Sell
10,311
-391
-4% -$291K 0.92% 20
2025
Q2 		$8.34M Sell
10,702
-99
-0.9% -$76.9K 1.03% 17
2025
Q1 		$8.88M Buy
10,801
+782
+8% +$651K 1.08% 16
2024
Q4 		$7.73M Buy
10,019
+4,525
+82% +$3.75M 0.93% 20
2024
Q3 		$4.87M Buy
5,494
+969
+21% +$871K 0.68% 36
2024
Q2 		$4.1M Buy
4,525
+207
+5% +$166K 0.61% 36
2024
Q1 		$3.36M Buy
4,318
+668
+18% +$475K 0.55% 40
2023
Q4 		$2.13M Buy
3,650
+319
+10% +$186K 0.43% 58
2023
Q3 		$1.79M Sell
3,331
-136
-4% -$70.1K 0.43% 55
2023
Q2 		$1.63M Buy
3,467
+222
+7% +$93.1K 0.41% 62
2023
Q1 		$1.11M Buy
3,245
+411
+15% +$139K 0.39% 72
2022
Q4 		$982K Buy
2,834
+611
+27% +$217K 0.27% 91
2022
Q3 		$719K Buy
2,223
+145
+7% +$45.9K 0.29% 79
2022
Q2 		$674K Buy
+2,078
New +$624K 0.28% 86

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

Naviter Wealth's LLY Position: Q1 2026 in Review

Naviter Wealth increased its Eli Lilly (LLY) stake by 2.6% in Q1 2026, buying an estimated $246K and bringing the position to 9,534 shares worth $8.77M. The position accounts for 1.1% of the portfolio, ranked #19.

Naviter Wealth first reported a position in LLY in Q2 2022 and has held it in 16 quarters since. The position peaked at $9.98M in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Naviter Wealth held 9,534 shares of Eli Lilly worth $8.77M as of Q1 2026.
  • Naviter Wealth bought 243 Eli Lilly shares in Q1 2026, an estimated $246K.
  • Eli Lilly made up 1.1% of Naviter Wealth's portfolio in Q1 2026, its #19 holding.
  • Naviter Wealth first reported a position in Eli Lilly in Q2 2022 and has held it in 16 quarters since.
  • Naviter Wealth's Eli Lilly position peaked at $9.98M in Q4 2025.
  • 4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.