Opes Wealth Management’s Eli Lilly LLY Stock Holding History

Opes 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	$362K	Sell	393 -19	-5%	-$19.3K	0.06%	110
2025 Q4	$443K	Sell	412 -5	-1%	-$4.78K	0.07%	100
2025 Q3	$318K	Sell	417 -1,119	-73%	-$833K	0.06%	117
2025 Q2	$1.2M	Buy	1,536 +1,199	+356%	+$932K	0.21%	64
2025 Q1	$278K	Buy	337 +21	+7%	+$17.5K	0.06%	126
2024 Q4	$244K	Buy	316 +80	+34%	+$66.2K	0.05%	123
2024 Q3	$209K	Buy	236 +1	+0.4%	+$899	0.04%	133
2024 Q2	$213K	Buy	+235	New	+$188K	0.04%	129

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

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

Opes Wealth Management reduced its Eli Lilly (LLY) stake by 4.6% in Q1 2026, selling an estimated $19.3K and leaving 393 shares worth $362K. The position accounts for 0.06% of the portfolio, ranked #110.

Opes Wealth Management first reported a position in LLY in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.2M in Q2 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Opes Wealth Management held 393 shares of Eli Lilly worth $362K as of Q1 2026.
Opes Wealth Management sold 19 Eli Lilly shares in Q1 2026, an estimated $19.3K.
Eli Lilly made up 0.06% of Opes Wealth Management's portfolio in Q1 2026, its #110 holding.
Opes Wealth Management first reported a position in Eli Lilly in Q2 2024 and has held it in 8 quarters since.
Opes Wealth Management's Eli Lilly position peaked at $1.2M in Q2 2025.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.