Papamarkou Wellner Asset Management’s Eli Lilly LLY Stock Holding History

Papamarkou Wellner Asset 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	$2.91M	Buy	3,166 +135	+4%	+$137K	1.78%	19
2025 Q4	$3.26M	Sell	3,031 -3	-0.1%	-$2.87K	1.96%	15
2025 Q3	$2.31M	Hold	3,034	–	–	1.43%	22
2025 Q2	$2.37M	Buy	3,034 +138	+5%	+$107K	1.57%	17
2025 Q1	$2.39M	Buy	2,896 +57	+2%	+$47.4K	1.67%	16
2024 Q4	$2.19M	Buy	+2,839	New	+$2.35M	1.51%	21

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

Papamarkou Wellner Asset Management's LLY Position: Q1 2026 in Review

Papamarkou Wellner Asset Management increased its Eli Lilly (LLY) stake by 4.5% in Q1 2026, buying an estimated $137K and bringing the position to 3,166 shares worth $2.91M. The position accounts for 1.78% of the portfolio, ranked #19.

Papamarkou Wellner Asset Management first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.26M in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Papamarkou Wellner Asset Management held 3,166 shares of Eli Lilly worth $2.91M as of Q1 2026.
Papamarkou Wellner Asset Management bought 135 Eli Lilly shares in Q1 2026, an estimated $137K.
Eli Lilly made up 1.78% of Papamarkou Wellner Asset Management's portfolio in Q1 2026, its #19 holding.
Papamarkou Wellner Asset Management first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
Papamarkou Wellner Asset Management's Eli Lilly position peaked at $3.26M in Q4 2025.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Papamarkou Wellner Asset Management's 13F filing for Q1 2026, filed 15 May 2026.