Perissos Private Wealth Management’s Eli Lilly LLY Stock Holding History

Perissos Private 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	$266K	Hold	289	–	–	0.23%	58
2025 Q4	$310K	Hold	289	–	–	0.27%	53
2025 Q3	$220K	Buy	289 +1	+0.3%	+$744	0.16%	74
2025 Q2	$225K	Hold	288	–	–	0.18%	66
2025 Q1	$238K	Hold	288	–	–	0.22%	63
2024 Q4	$223K	Sell	288 -164	-36%	-$136K	0.17%	80
2024 Q3	$401K	Buy	+452	New	+$406K	0.32%	59

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

Perissos Private Wealth Management's LLY Position: Q1 2026 in Review

Perissos Private Wealth Management held its Eli Lilly (LLY) position steady in Q1 2026 at 289 shares worth $266K. The position accounts for 0.23% of the portfolio, ranked #58.

Perissos Private Wealth Management first reported a position in LLY in Q3 2024 and has held it in 7 quarters since. The position peaked at $401K in Q3 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Perissos Private Wealth Management held 289 shares of Eli Lilly worth $266K as of Q1 2026.
Perissos Private Wealth Management left its Eli Lilly share count unchanged in Q1 2026.
Eli Lilly made up 0.23% of Perissos Private Wealth Management's portfolio in Q1 2026, its #58 holding.
Perissos Private Wealth Management first reported a position in Eli Lilly in Q3 2024 and has held it in 7 quarters since.
Perissos Private Wealth Management's Eli Lilly position peaked at $401K in Q3 2024.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

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