PWM
LLY icon

Pines Wealth Management’s Eli Lilly LLY Stock Holding History

Pines 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 		$4.43M Buy
4,815
+62
+1% +$62.9K 1.43% 16
2025
Q4 		$5.11M Buy
4,753
+102
+2% +$97.5K 1.65% 15
2025
Q3 		$3.55M Buy
4,651
+281
+6% +$209K 1.2% 17
2025
Q2 		$3.41M Buy
4,370
+291
+7% +$226K 1.21% 16
2025
Q1 		$2.96M Buy
4,079
+530
+15% +$441K 1.37% 16
2024
Q4 		$2.84M Buy
+3,549
New +$2.94M 1.24% 18

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

Pines Wealth Management's LLY Position: Q1 2026 in Review

Pines Wealth Management increased its Eli Lilly (LLY) stake by 1.3% in Q1 2026, buying an estimated $62.9K and bringing the position to 4,815 shares worth $4.43M. The position accounts for 1.43% of the portfolio, ranked #16.

Pines Wealth Management first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.11M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Pines Wealth Management held 4,815 shares of Eli Lilly worth $4.43M as of Q1 2026.
  • Pines Wealth Management bought 62 Eli Lilly shares in Q1 2026, an estimated $62.9K.
  • Eli Lilly made up 1.43% of Pines Wealth Management's portfolio in Q1 2026, its #16 holding.
  • Pines Wealth Management first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
  • Pines Wealth Management's Eli Lilly position peaked at $5.11M in Q4 2025.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.