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Paulson Wealth Management’s Eli Lilly LLY Stock Holding History

Paulson 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 		$1.01M Sell
1,096
-7
-0.6% -$7.1K 0.24% 50
2025
Q4 		$1.19M Hold
1,103
– – 0.27% 40
2025
Q3 		$842K Sell
1,103
-22
-2% -$16.4K 0.2% 56
2025
Q2 		$877K Buy
1,125
+167
+17% +$130K 0.23% 50
2025
Q1 		$791K Sell
958
-141
-13% -$117K 0.22% 48
2024
Q4 		$848K Buy
1,099
+43
+4% +$35.6K 0.23% 48
2024
Q3 		$936K Buy
1,056
+7
+0.7% +$6.29K 0.25% 49
2024
Q2 		$950K Hold
1,049
– – 0.28% 43
2024
Q1 		$816K Sell
1,049
-20
-2% -$14.2K 0.24% 50
2023
Q4 		$623K Sell
1,069
-35
-3% -$20.4K 0.2% 58
2023
Q3 		$593K Buy
1,104
+258
+30% +$133K 0.21% 61
2023
Q2 		$397K Buy
846
+41
+5% +$17.2K 0.14% 83
2023
Q1 		$276K Hold
805
– – 0.12% 72
2022
Q4 		$295K Hold
805
– – 0.14% 67
2022
Q3 		$260K Hold
805
– – 0.14% 62
2022
Q2 		$261K Hold
805
– – 0.14% 62
2022
Q1 		$231K Hold
805
– – 0.11% 74
2021
Q4 		$222K Buy
+805
New +$204K 0.1% 81
2018
Q4 		– Sell
-2,261
Closed -$249K – 126
2018
Q3 		$249K Buy
+2,261
New +$226K 0.22% 106
2018
Q1 		– Sell
-2,053
Closed -$173K – 346
2017
Q4 		$173K Buy
+2,053
New +$175K 0.15% 119

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

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

Paulson Wealth Management reduced its Eli Lilly (LLY) stake by 0.63% in Q1 2026, selling an estimated $7.1K and leaving 1,096 shares worth $1.01M. The position accounts for 0.24% of the portfolio, ranked #50.

Paulson Wealth Management first reported a position in LLY in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.19M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Paulson Wealth Management held 1,096 shares of Eli Lilly worth $1.01M as of Q1 2026.
  • Paulson Wealth Management sold 7 Eli Lilly shares in Q1 2026, an estimated $7.1K.
  • Eli Lilly made up 0.24% of Paulson Wealth Management's portfolio in Q1 2026, its #50 holding.
  • Paulson Wealth Management first reported a position in Eli Lilly in Q4 2017 and has held it in 20 quarters since.
  • Paulson Wealth Management's Eli Lilly position peaked at $1.19M in Q4 2025.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Paulson Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.