Parkwoods Wealth Partners’s Eli Lilly LLY Stock Holding History

Parkwoods Wealth Partners’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	$1.77M	Buy	1,924 +23	+1%	+$23.3K	0.43%	32
2025 Q4	$2.04M	Buy	1,901 +1,149	+153%	+$1.1M	0.6%	27
2025 Q3	$574K	Buy	752 +49	+7%	+$36.5K	0.2%	47
2025 Q2	$548K	Buy	703 +86	+14%	+$66.8K	0.32%	25
2025 Q1	$510K	Buy	617 +26	+4%	+$21.6K	0.34%	21
2024 Q4	$456K	Hold	591	–	–	0.36%	14
2024 Q3	$524K	Buy	+591	New	+$531K	0.43%	12

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

Parkwoods Wealth Partners's LLY Position: Q1 2026 in Review

Parkwoods Wealth Partners increased its Eli Lilly (LLY) stake by 1.2% in Q1 2026, buying an estimated $23.3K and bringing the position to 1,924 shares worth $1.77M. The position accounts for 0.43% of the portfolio, ranked #32.

Parkwoods Wealth Partners first reported a position in LLY in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.04M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Parkwoods Wealth Partners held 1,924 shares of Eli Lilly worth $1.77M as of Q1 2026.
Parkwoods Wealth Partners bought 23 Eli Lilly shares in Q1 2026, an estimated $23.3K.
Eli Lilly made up 0.43% of Parkwoods Wealth Partners's portfolio in Q1 2026, its #32 holding.
Parkwoods Wealth Partners first reported a position in Eli Lilly in Q3 2024 and has held it in 7 quarters since.
Parkwoods Wealth Partners's Eli Lilly position peaked at $2.04M in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Parkwoods Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.