Pine Harbor Wealth Management’s Eli Lilly LLY Stock Holding History

Pine Harbor 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	$1.39M	Hold	1,515	–	–	0.42%	26
2025 Q4	$1.63M	Buy	1,515 +17	+1%	+$16.3K	0.5%	24
2025 Q3	$1.14M	Buy	1,498 +17	+1%	+$12.7K	0.37%	34
2025 Q2	$1.15M	Hold	1,481	–	–	0.41%	33
2025 Q1	$1.22M	Buy	1,481 +2	+0.1%	+$1.66K	0.49%	29
2024 Q4	$1.14M	Buy	1,479 +2	+0.1%	+$1.66K	0.46%	32
2024 Q3	$1.31M	Hold	1,477	–	–	0.65%	29
2024 Q2	$1.34M	Buy	1,477 +2	+0.1%	+$1.6K	0.79%	29
2024 Q1	$1.15M	Buy	1,475 +1	+0.1%	+$712	0.72%	30
2023 Q4	$859K	Buy	+1,474	New	+$860K	0.65%	31

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

Pine Harbor Wealth Management's LLY Position: Q1 2026 in Review

Pine Harbor Wealth Management held its Eli Lilly (LLY) position steady in Q1 2026 at 1,515 shares worth $1.39M. The position accounts for 0.42% of the portfolio, ranked #26.

Pine Harbor Wealth Management first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.63M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Pine Harbor Wealth Management held 1,515 shares of Eli Lilly worth $1.39M as of Q1 2026.
Pine Harbor Wealth Management left its Eli Lilly share count unchanged in Q1 2026.
Eli Lilly made up 0.42% of Pine Harbor Wealth Management's portfolio in Q1 2026, its #26 holding.
Pine Harbor Wealth Management first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
Pine Harbor Wealth Management's Eli Lilly position peaked at $1.63M in Q4 2025.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.