Peterson Wealth Management’s Eli Lilly LLY Stock Holding History

Peterson 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	$302K	Buy	328 +62	+23%	+$62.9K	0.17%	38
2025 Q4	$286K	Buy	+266	New	+$254K	0.21%	35
2025 Q3	–	Sell	-4,047	Closed	-$3.15M	–	41
2025 Q2	$3.15M	Sell	4,047 -110	-3%	-$85.5K	1.87%	23
2025 Q1	$3.43M	Sell	4,157 -794	-16%	-$661K	2.31%	16
2024 Q4	$3.82M	Buy	4,951 +1,065	+27%	+$882K	2.27%	17
2024 Q3	$3.44M	Sell	3,886 -801	-17%	-$720K	2.2%	17
2024 Q2	$4.24M	Buy	4,687 +1,198	+34%	+$958K	2.62%	14
2024 Q1	$2.71M	Buy	3,489 +700	+25%	+$498K	1.96%	18
2023 Q4	$1.63M	Sell	2,789 -285	-9%	-$166K	1.46%	22
2023 Q3	$1.65M	Sell	3,074 -1,062	-26%	-$547K	1.36%	21
2023 Q2	$1.94M	Buy	4,136 +29	+0.7%	+$12.2K	1.54%	16
2023 Q1	$1.41M	Buy	4,107 +1,115	+37%	+$376K	1.35%	21
2022 Q4	$1.09M	Sell	2,992 -1,327	-31%	-$470K	1.12%	26
2022 Q3	$1.4M	Buy	4,319 +127	+3%	+$40.2K	1.3%	23
2022 Q2	$1.36M	Buy	4,192 +28	+0.7%	+$8.4K	1.76%	19
2022 Q1	$1.19M	Buy	+4,164	New	+$1.07M	0.8%	38

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

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

Peterson Wealth Management increased its Eli Lilly (LLY) stake by 23% in Q1 2026, buying an estimated $62.9K and bringing the position to 328 shares worth $302K. The position accounts for 0.17% of the portfolio, ranked #38.

Peterson Wealth Management first reported a position in LLY in Q1 2022 and has held it in 16 quarters since. The position peaked at $4.24M in Q2 2024. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Peterson Wealth Management held 328 shares of Eli Lilly worth $302K as of Q1 2026.
Peterson Wealth Management bought 62 Eli Lilly shares in Q1 2026, an estimated $62.9K.
Eli Lilly made up 0.17% of Peterson Wealth Management's portfolio in Q1 2026, its #38 holding.
Peterson Wealth Management first reported a position in Eli Lilly in Q1 2022 and has held it in 16 quarters since.
Peterson Wealth Management's Eli Lilly position peaked at $4.24M in Q2 2024.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Peterson Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.