Plotkin Financial Advisors’s Eli Lilly LLY Stock Holding History

Plotkin Financial Advisors’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	$881K	Buy	958 +4	+0.4%	+$4.05K	0.44%	42
2025 Q4	$1.03M	Hold	954	–	–	0.5%	39
2025 Q3	$728K	Hold	954	–	–	0.36%	44
2025 Q2	$744K	Hold	954	–	–	0.41%	41
2025 Q1	$788K	Hold	954	–	–	0.48%	38
2024 Q4	$736K	Hold	954	–	–	0.44%	38
2024 Q3	$845K	Hold	954	–	–	0.51%	37
2024 Q2	$864K	Hold	954	–	–	0.56%	37
2024 Q1	$742K	Hold	954	–	–	0.49%	38
2023 Q4	$556K	Hold	954	–	–	0.42%	38
2023 Q3	$512K	Hold	954	–	–	0.45%	37
2023 Q2	$447K	Hold	954	–	–	0.37%	46
2023 Q1	$328K	Hold	954	–	–	0.3%	51
2022 Q4	$349K	Hold	954	–	–	0.35%	47
2022 Q3	$308K	Sell	954 -310	-25%	-$98.2K	0.31%	51
2022 Q2	$410K	Hold	1,264	–	–	0.39%	39
2022 Q1	$362K	Hold	1,264	–	–	0.25%	58
2021 Q4	$349K	Hold	1,264	–	–	0.22%	60
2021 Q3	$292K	Hold	1,264	–	–	0.17%	73
2021 Q2	$290K	Hold	1,264	–	–	0.16%	77
2021 Q1	$236K	Hold	1,264	–	–	0.14%	63
2020 Q4	$213K	Buy	+1,264	New	+$189K	0.14%	62
2020 Q3	–	Sell	-1,279	Closed	-$210K	–	68
2020 Q2	$210K	Buy	+1,279	New	+$196K	0.18%	59

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

Plotkin Financial Advisors's LLY Position: Q1 2026 in Review

Plotkin Financial Advisors increased its Eli Lilly (LLY) stake by 0.42% in Q1 2026, buying an estimated $4.05K and bringing the position to 958 shares worth $881K. The position accounts for 0.44% of the portfolio, ranked #42.

Plotkin Financial Advisors first reported a position in LLY in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.03M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Plotkin Financial Advisors held 958 shares of Eli Lilly worth $881K as of Q1 2026.
Plotkin Financial Advisors bought 4 Eli Lilly shares in Q1 2026, an estimated $4.05K.
Eli Lilly made up 0.44% of Plotkin Financial Advisors's portfolio in Q1 2026, its #42 holding.
Plotkin Financial Advisors first reported a position in Eli Lilly in Q2 2020 and has held it in 23 quarters since.
Plotkin Financial Advisors's Eli Lilly position peaked at $1.03M in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Plotkin Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.