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Petros Family Wealth’s Eli Lilly LLY Stock Holding History

Petros Family Wealth’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 		$204K Sell
222
-225
-50% -$228K 0.15% 128
2025
Q4 		$480K Buy
447
+97
+28% +$92.7K 0.32% 80
2025
Q3 		$267K Sell
350
-7
-2% -$5.21K 0.22% 108
2025
Q2 		$278K Sell
357
-2
-0.6% -$1.55K 0.25% 104
2025
Q1 		$297K Buy
359
+48
+15% +$39.9K 0.33% 87
2024
Q4 		$240K Buy
+311
New +$258K 0.26% 106

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Petros Family Wealth's LLY Position: Q1 2026 in Review

Petros Family Wealth reduced its Eli Lilly (LLY) stake by 50% in Q1 2026, selling an estimated $228K and leaving 222 shares worth $204K. The position accounts for 0.15% of the portfolio, ranked #128.

Petros Family Wealth first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $480K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Petros Family Wealth held 222 shares of Eli Lilly worth $204K as of Q1 2026.
  • Petros Family Wealth sold 225 Eli Lilly shares in Q1 2026, an estimated $228K.
  • Eli Lilly made up 0.15% of Petros Family Wealth's portfolio in Q1 2026, its #128 holding.
  • Petros Family Wealth first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
  • Petros Family Wealth's Eli Lilly position peaked at $480K in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Petros Family Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.