Persium Advisors’s Eli Lilly LLY Stock Holding History

Persium Advisors’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	$290K	Sell	315 -25	-7%	-$25.3K	0.23%	52
2025 Q4	$365K	Buy	+340	New	+$325K	0.26%	51

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

Persium Advisors's LLY Position: Q1 2026 in Review

Persium Advisors reduced its Eli Lilly (LLY) stake by 7.4% in Q1 2026, selling an estimated $25.3K and leaving 315 shares worth $290K. The position accounts for 0.23% of the portfolio, ranked #52.

Persium Advisors first reported a position in LLY in Q4 2025 and has held it in 2 quarters since. The position peaked at $365K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Persium Advisors held 315 shares of Eli Lilly worth $290K as of Q1 2026.
Persium Advisors sold 25 Eli Lilly shares in Q1 2026, an estimated $25.3K.
Eli Lilly made up 0.23% of Persium Advisors's portfolio in Q1 2026, its #52 holding.
Persium Advisors first reported a position in Eli Lilly in Q4 2025 and has held it in 2 quarters since.
Persium Advisors's Eli Lilly position peaked at $365K in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Persium Advisors's 13F filing for Q1 2026, filed 1 May 2026.