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Precedent Wealth Partners’s Eli Lilly LLY Stock Holding History

Precedent Wealth Partners’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 		$295K Sell
321
-13
-4% -$13.2K 0.06% 147
2025
Q4 		$359K Buy
334
+58
+21% +$55.5K 0.08% 145
2025
Q3 		$211K Sell
276
-18
-6% -$13.4K 0.05% 165
2025
Q2 		$229K Buy
294
+39
+15% +$30.3K 0.06% 162
2025
Q1 		$211K Buy
+255
New +$212K 0.06% 151

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

Precedent Wealth Partners's LLY Position: Q1 2026 in Review

Precedent Wealth Partners reduced its Eli Lilly (LLY) stake by 3.9% in Q1 2026, selling an estimated $13.2K and leaving 321 shares worth $295K. The position accounts for 0.06% of the portfolio, ranked #147.

Precedent Wealth Partners first reported a position in LLY in Q1 2025 and has held it in 5 quarters since. The position peaked at $359K in Q4 2025. 4,351 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Precedent Wealth Partners held 321 shares of Eli Lilly worth $295K as of Q1 2026.
  • Precedent Wealth Partners sold 13 Eli Lilly shares in Q1 2026, an estimated $13.2K.
  • Eli Lilly made up 0.06% of Precedent Wealth Partners's portfolio in Q1 2026, its #147 holding.
  • Precedent Wealth Partners first reported a position in Eli Lilly in Q1 2025 and has held it in 5 quarters since.
  • Precedent Wealth Partners's Eli Lilly position peaked at $359K in Q4 2025.
  • 4,351 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Precedent Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.