Philip James Wealth Mangement’s Eli Lilly LLY Stock Holding History

Philip James Wealth Mangement’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	$3.95M	Buy	4,295 +8	+0.2%	+$8.11K	0.45%	45
2025 Q4	$4.61M	Sell	4,287 -199	-4%	-$190K	0.53%	42
2025 Q3	$3.42M	Buy	4,486 +7	+0.2%	+$5.21K	0.4%	53
2025 Q2	$3.49M	Sell	4,479 -1,500	-25%	-$1.17M	0.45%	48
2025 Q1	$4.94M	Sell	5,979 -216	-3%	-$180K	0.6%	40
2024 Q4	$4.78M	Sell	6,195 -599	-9%	-$496K	0.62%	40
2024 Q3	$6.02M	Buy	6,794 +6,346	+1,417%	+$5.71M	0.74%	32
2024 Q2	$406K	Sell	448 -220	-33%	-$176K	0.27%	37
2024 Q1	$520K	Buy	668 +1	+0.1%	+$712	0.37%	33
2023 Q4	$389K	Buy	+667	New	+$389K	0.3%	41

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

Philip James Wealth Mangement's LLY Position: Q1 2026 in Review

Philip James Wealth Mangement increased its Eli Lilly (LLY) stake by 0.19% in Q1 2026, buying an estimated $8.11K and bringing the position to 4,295 shares worth $3.95M. The position accounts for 0.45% of the portfolio, ranked #45.

Philip James Wealth Mangement first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.02M in Q3 2024. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Philip James Wealth Mangement held 4,295 shares of Eli Lilly worth $3.95M as of Q1 2026.
Philip James Wealth Mangement bought 8 Eli Lilly shares in Q1 2026, an estimated $8.11K.
Eli Lilly made up 0.45% of Philip James Wealth Mangement's portfolio in Q1 2026, its #45 holding.
Philip James Wealth Mangement first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
Philip James Wealth Mangement's Eli Lilly position peaked at $6.02M in Q3 2024.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.