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Perfromance Wealth Partners’s Eli Lilly LLY Stock Holding History

Perfromance 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 		$4.06M Buy
4,419
+117
+3% +$119K 0.12% 37
2025
Q4 		$4.62M Buy
4,302
+538
+14% +$514K 0.13% 32
2025
Q3 		$2.87M Sell
3,764
-25,941
-87% -$19.3M 0.08% 40
2025
Q2 		$23.2M Sell
29,705
-4,262
-13% -$3.31M 0.74% 18
2025
Q1 		$28.1M Sell
33,967
-36,087
-52% -$30M 1% 15
2024
Q4 		$54.1M Sell
70,054
-144
-0.2% -$119K 1.74% 11
2024
Q3 		$62.2M Buy
70,198
+3,697
+6% +$3.32M 2.14% 8
2024
Q2 		$60.2M Buy
66,501
+32,547
+96% +$26M 2.22% 9
2024
Q1 		$26.4M Buy
33,954
+16,567
+95% +$11.8M 1.11% 12
2023
Q4 		$10.1M Buy
17,387
+2,481
+17% +$1.45M 0.45% 20
2023
Q3 		$8.01M Buy
14,906
+1,539
+12% +$793K 0.39% 25
2023
Q2 		$6.23M Buy
13,367
+1,973
+17% +$827K 0.29% 31
2023
Q1 		$3.91M Buy
11,394
+4,032
+55% +$1.36M 0.2% 40
2022
Q4 		$2.69M Buy
7,362
+2,574
+54% +$913K 0.16% 43
2022
Q3 		$1.55M Sell
4,788
-15
-0.3% -$4.75K 0.09% 54
2022
Q2 		$1.56M Buy
4,803
+1,108
+30% +$333K 0.09% 57
2022
Q1 		$1.06M Buy
3,695
+276
+8% +$71K 0.05% 73
2021
Q4 		$944K Buy
+3,419
New +$867K 0.04% 85

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

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

Perfromance Wealth Partners increased its Eli Lilly (LLY) stake by 2.7% in Q1 2026, buying an estimated $119K and bringing the position to 4,419 shares worth $4.06M. The position accounts for 0.12% of the portfolio, ranked #37.

Perfromance Wealth Partners first reported a position in LLY in Q4 2021 and has held it in 18 quarters since. The position peaked at $62.2M in Q3 2024. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Perfromance Wealth Partners held 4,419 shares of Eli Lilly worth $4.06M as of Q1 2026.
  • Perfromance Wealth Partners bought 117 Eli Lilly shares in Q1 2026, an estimated $119K.
  • Eli Lilly made up 0.12% of Perfromance Wealth Partners's portfolio in Q1 2026, its #37 holding.
  • Perfromance Wealth Partners first reported a position in Eli Lilly in Q4 2021 and has held it in 18 quarters since.
  • Perfromance Wealth Partners's Eli Lilly position peaked at $62.2M in Q3 2024.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.