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Palacios Wealth Management’s Eli Lilly LLY Stock Holding History

Palacios 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 		$767K Buy
821
+124
+18% +$126K 0.48% 31
2025
Q4 		$749K Sell
697
-426
-38% -$407K 0.57% 30
2025
Q3 		$857K Buy
1,123
+423
+60% +$315K 0.56% 31
2025
Q2 		$546K Sell
700
-10,026
-93% -$7.79M 0.45% 40
2025
Q1 		$351K Buy
10,726
+10,059
+1,508% +$8.37M 0.26% 43
2024
Q4 		$500K Buy
+667
New +$552K 0.54% 36

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

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

Palacios Wealth Management increased its Eli Lilly (LLY) stake by 18% in Q1 2026, buying an estimated $126K and bringing the position to 821 shares worth $767K. The position accounts for 0.48% of the portfolio, ranked #31.

Palacios Wealth Management first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $857K in Q3 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Palacios Wealth Management held 821 shares of Eli Lilly worth $767K as of Q1 2026.
  • Palacios Wealth Management bought 124 Eli Lilly shares in Q1 2026, an estimated $126K.
  • Eli Lilly made up 0.48% of Palacios Wealth Management's portfolio in Q1 2026, its #31 holding.
  • Palacios Wealth Management first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
  • Palacios Wealth Management's Eli Lilly position peaked at $857K in Q3 2025.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Palacios Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.