Petix & Botte Financial’s Eli Lilly LLY Stock Holding History

Petix & Botte Financial’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	$819K	Sell	444 -446	-50%	-$452K	0.18%	67
2025 Q4	$956K	Sell	890 -46	-5%	-$44K	0.22%	61
2025 Q3	$714K	Hold	936	–	–	0.16%	72
2025 Q2	$730K	Hold	936	–	–	0.18%	72
2025 Q1	$773K	Hold	936	–	–	0.2%	67
2024 Q4	$723K	Hold	936	–	–	0.19%	73
2024 Q3	$829K	Hold	936	–	–	0.22%	56
2024 Q2	$847K	Buy	936 +548	+141%	+$438K	0.24%	53
2024 Q1	$302K	Sell	388 -388	-50%	-$276K	0.08%	109
2023 Q4	$452K	Hold	776	–	–	0.13%	72
2023 Q3	$417K	Hold	776	–	–	0.13%	73
2023 Q2	$364K	Buy	+776	New	+$325K	0.11%	87

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

Petix & Botte Financial's LLY Position: Q1 2026 in Review

Petix & Botte Financial reduced its Eli Lilly (LLY) stake by 50% in Q1 2026, selling an estimated $452K and leaving 444 shares worth $819K. The position accounts for 0.18% of the portfolio, ranked #67.

Petix & Botte Financial first reported a position in LLY in Q2 2023 and has held it in 12 quarters since. The position peaked at $956K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Petix & Botte Financial held 444 shares of Eli Lilly worth $819K as of Q1 2026.
Petix & Botte Financial sold 446 Eli Lilly shares in Q1 2026, an estimated $452K.
Eli Lilly made up 0.18% of Petix & Botte Financial's portfolio in Q1 2026, its #67 holding.
Petix & Botte Financial first reported a position in Eli Lilly in Q2 2023 and has held it in 12 quarters since.
Petix & Botte Financial's Eli Lilly position peaked at $956K in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.