Peloton Wealth Strategists’s Eli Lilly LLY Stock Holding History

Peloton Wealth Strategists’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	$1.09M	Buy	1,186 +10	+0.9%	+$10.1K	0.44%	60
2025 Q4	$1.26M	Buy	1,176 +46	+4%	+$44K	0.49%	63
2025 Q3	$862K	Buy	1,130 +3	+0.3%	+$2.23K	0.34%	71
2025 Q2	$878K	Buy	1,127 +16	+1%	+$12.4K	0.35%	68
2025 Q1	$918K	Buy	1,111 +44	+4%	+$36.6K	0.38%	67
2024 Q4	$824K	Sell	1,067 -250	-19%	-$207K	0.33%	67
2024 Q3	$1.17M	Sell	1,317 -49	-4%	-$44.1K	0.46%	63
2024 Q2	$1.24M	Buy	1,366 +161	+13%	+$129K	0.51%	60
2024 Q1	$938K	Hold	1,205	–	–	0.38%	66
2023 Q4	$702K	Buy	1,205 +1	+0.1%	+$584	0.3%	69
2023 Q3	$647K	Hold	1,204	–	–	0.3%	72
2023 Q2	$565K	Buy	1,204 +1	+0.1%	+$419	0.25%	72
2023 Q1	$413K	Buy	1,203 +303	+34%	+$102K	0.19%	74
2022 Q4	$329K	Hold	900	–	–	0.16%	79
2022 Q3	$291K	Hold	900	–	–	0.15%	80
2022 Q2	$292K	Hold	900	–	–	0.14%	79
2022 Q1	$258K	Buy	+900	New	+$232K	0.11%	82

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

Peloton Wealth Strategists's LLY Position: Q1 2026 in Review

Peloton Wealth Strategists increased its Eli Lilly (LLY) stake by 0.85% in Q1 2026, buying an estimated $10.1K and bringing the position to 1,186 shares worth $1.09M. The position accounts for 0.44% of the portfolio, ranked #60.

Peloton Wealth Strategists first reported a position in LLY in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.26M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Peloton Wealth Strategists held 1,186 shares of Eli Lilly worth $1.09M as of Q1 2026.
Peloton Wealth Strategists bought 10 Eli Lilly shares in Q1 2026, an estimated $10.1K.
Eli Lilly made up 0.44% of Peloton Wealth Strategists's portfolio in Q1 2026, its #60 holding.
Peloton Wealth Strategists first reported a position in Eli Lilly in Q1 2022 and has held it in 17 quarters since.
Peloton Wealth Strategists's Eli Lilly position peaked at $1.26M in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Peloton Wealth Strategists's 13F filing for Q1 2026, filed 14 May 2026.