PWPS
LLY icon

Pinnacle Wealth Planning Services’s Eli Lilly LLY Stock Holding History

Pinnacle Wealth Planning Services’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 		$3.88M Buy
4,214
+337
+9% +$342K 0.4% 38
2025
Q4 		$4.17M Sell
3,877
-15
-0.4% -$14.3K 0.44% 33
2025
Q3 		$2.97M Buy
3,892
+254
+7% +$189K 0.35% 41
2025
Q2 		$2.84M Buy
3,638
+379
+12% +$295K 0.37% 36
2025
Q1 		$2.69M Buy
3,259
+110
+3% +$91.5K 0.4% 37
2024
Q4 		$2.43M Sell
3,149
-1,243
-28% -$1.03M 0.37% 38
2024
Q3 		$3.89M Buy
4,392
+299
+7% +$269K 0.53% 28
2024
Q2 		$3.71M Sell
4,093
-18
-0.4% -$14.4K 0.53% 29
2024
Q1 		$3.2M Buy
4,111
+270
+7% +$192K 0.47% 32
2023
Q4 		$2.24M Sell
3,841
-16
-0.4% -$9.34K 0.35% 45
2023
Q3 		$2.07M Buy
3,857
+23
+0.6% +$11.9K 0.34% 45
2023
Q2 		$1.8M Sell
3,834
-44
-1% -$18.5K 0.29% 53
2023
Q1 		$1.33M Buy
3,878
+183
+5% +$61.7K 0.22% 67
2022
Q4 		$1.35M Buy
3,695
+159
+4% +$56.4K 0.24% 65
2022
Q3 		$1.14M Sell
3,536
-88
-2% -$27.9K 0.21% 72
2022
Q2 		$1.18M Buy
3,624
+199
+6% +$59.7K 0.21% 72
2022
Q1 		$981K Buy
3,425
+447
+15% +$115K 0.18% 93
2021
Q4 		$822K Buy
2,978
+251
+9% +$63.6K 0.16% 95
2021
Q3 		$630K Sell
2,727
-71
-3% -$17.5K 0.14% 114
2021
Q2 		$642K Buy
2,798
+87
+3% +$17.5K 0.15% 109
2021
Q1 		$506K Buy
2,711
+186
+7% +$36.4K 0.13% 127
2020
Q4 		$426K Buy
2,525
+11
+0.4% +$1.64K 0.1% 128
2020
Q3 		$373K Sell
2,514
-27
-1% -$4.18K 0.12% 129
2020
Q2 		$417K Sell
2,541
-237
-9% -$36.4K 0.14% 126
2020
Q1 		$385K Buy
2,778
+1,011
+57% +$139K 0.18% 109
2019
Q4 		$232K Buy
+1,767
New +$205K 0.11% 186
2019
Q1 		– Sell
-1,729
Closed -$200K – 177
2018
Q4 		$200K Buy
+1,729
New +$193K 0.13% 132

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

Pinnacle Wealth Planning Services's LLY Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Eli Lilly (LLY) stake by 8.7% in Q1 2026, buying an estimated $342K and bringing the position to 4,214 shares worth $3.88M. The position accounts for 0.4% of the portfolio, ranked #38.

Pinnacle Wealth Planning Services first reported a position in LLY in Q4 2018 and has held it in 27 quarters since. The position peaked at $4.17M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Pinnacle Wealth Planning Services held 4,214 shares of Eli Lilly worth $3.88M as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 337 Eli Lilly shares in Q1 2026, an estimated $342K.
  • Eli Lilly made up 0.4% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #38 holding.
  • Pinnacle Wealth Planning Services first reported a position in Eli Lilly in Q4 2018 and has held it in 27 quarters since.
  • Pinnacle Wealth Planning Services's Eli Lilly position peaked at $4.17M in Q4 2025.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.