Peterson Wealth Advisors’s Eli Lilly LLY Stock Holding History

Peterson Wealth 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	$688K	Sell	748 -117	-14%	-$119K	0.09%	51
2025 Q4	$930K	Buy	865 +21	+2%	+$20.1K	0.12%	46
2025 Q3	$712K	Buy	844 +5	+0.6%	+$3.72K	0.11%	53
2025 Q2	$654K	Buy	839 +35	+4%	+$27.2K	0.11%	55
2025 Q1	$582K	Buy	804 +1	+0.1%	+$832	0.11%	52
2024 Q4	$628K	Buy	803 +87	+12%	+$72K	0.11%	49
2024 Q3	$634K	Buy	716 +56	+8%	+$50.3K	0.12%	44
2024 Q2	$598K	Buy	660 +10	+2%	+$8K	0.13%	44
2024 Q1	$506K	Sell	650 -26	-4%	-$18.5K	0.11%	45
2023 Q4	$394K	Buy	676 +25	+4%	+$14.6K	0.09%	47
2023 Q3	$350K	Sell	651 -11	-2%	-$5.67K	0.09%	47
2023 Q2	$305K	Hold	662	–	–	0.08%	51
2023 Q1	$227K	Hold	662	–	–	0.06%	59
2022 Q4	$242K	Hold	662	–	–	0.07%	55
2022 Q3	$214K	Buy	662 +11	+2%	+$3.48K	0.07%	56
2022 Q2	$211K	Buy	+651	New	+$195K	0.07%	54

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

Peterson Wealth Advisors's LLY Position: Q1 2026 in Review

Peterson Wealth Advisors reduced its Eli Lilly (LLY) stake by 14% in Q1 2026, selling an estimated $119K and leaving 748 shares worth $688K. The position accounts for 0.09% of the portfolio, ranked #51.

Peterson Wealth Advisors first reported a position in LLY in Q2 2022 and has held it in 16 quarters since. The position peaked at $930K in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Peterson Wealth Advisors held 748 shares of Eli Lilly worth $688K as of Q1 2026.
Peterson Wealth Advisors sold 117 Eli Lilly shares in Q1 2026, an estimated $119K.
Eli Lilly made up 0.09% of Peterson Wealth Advisors's portfolio in Q1 2026, its #51 holding.
Peterson Wealth Advisors first reported a position in Eli Lilly in Q2 2022 and has held it in 16 quarters since.
Peterson Wealth Advisors's Eli Lilly position peaked at $930K in Q4 2025.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Peterson Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.