Phillips Wealth Planners’s Eli Lilly LLY Stock Holding History

Phillips Wealth Planners’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	$404K	Buy	418 +102	+32%	+$103K	0.3%	111
2025 Q4	$341K	Sell	316 -8	-2%	-$7.65K	0.27%	122
2025 Q3	$274K	Buy	324 +60	+23%	+$44.6K	0.23%	155
2025 Q2	$205K	Sell	264 -13	-5%	-$10.1K	0.19%	186
2025 Q1	$203K	Sell	277 -25	-8%	-$20.8K	0.21%	168
2024 Q4	$242K	Buy	302 +32	+12%	+$26.5K	0.24%	148
2024 Q3	$247K	Sell	270 -1	-0.4%	-$899	0.24%	155
2024 Q2	$255K	Buy	271 +3	+1%	+$2.4K	0.27%	141
2024 Q1	$200K	Sell	268 -187	-41%	-$133K	0.23%	171
2023 Q4	$284K	Sell	455 -106	-19%	-$61.9K	0.34%	106
2023 Q3	$331K	Sell	561 -200	-26%	-$103K	0.45%	86
2023 Q2	$357K	Sell	761 -57	-7%	-$23.9K	0.47%	83
2023 Q1	$332K	Sell	818 -11	-1%	-$3.71K	0.44%	87
2022 Q4	$290K	Buy	+829	New	+$294K	0.51%	72

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

Phillips Wealth Planners's LLY Position: Q1 2026 in Review

Phillips Wealth Planners increased its Eli Lilly (LLY) stake by 32% in Q1 2026, buying an estimated $103K and bringing the position to 418 shares worth $404K. The position accounts for 0.3% of the portfolio, ranked #111.

Phillips Wealth Planners first reported a position in LLY in Q4 2022 and has held it in 14 quarters since. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Phillips Wealth Planners held 418 shares of Eli Lilly worth $404K as of Q1 2026.
Phillips Wealth Planners bought 102 Eli Lilly shares in Q1 2026, an estimated $103K.
Eli Lilly made up 0.3% of Phillips Wealth Planners's portfolio in Q1 2026, its #111 holding.
Phillips Wealth Planners first reported a position in Eli Lilly in Q4 2022 and has held it in 14 quarters since.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.