Private Wealth Management Group’s Eli Lilly LLY Stock Holding History

Private Wealth Management Group’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	$174K	Sell	189 -7	-4%	-$7.1K	0.05%	90
2025 Q4	$211K	Sell	196 -1	-0.5%	-$956	0.06%	85
2025 Q3	$150K	Buy	197 +7	+4%	+$5.21K	0.04%	102
2025 Q2	$148K	Buy	190 +29	+18%	+$22.5K	0.05%	99
2025 Q1	$133K	Buy	161 +26	+19%	+$21.6K	0.05%	98
2024 Q4	$104K	Sell	135 -18	-12%	-$14.9K	0.04%	110
2024 Q3	$136K	Sell	153 -2	-1%	-$1.8K	0.05%	88
2024 Q2	$140K	Sell	155 -17	-10%	-$13.6K	0.06%	88
2024 Q1	$134K	Sell	172 -2	-1%	-$1.42K	0.06%	82
2023 Q4	$101K	Buy	+174	New	+$102K	0.05%	98

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

Private Wealth Management Group's LLY Position: Q1 2026 in Review

Private Wealth Management Group reduced its Eli Lilly (LLY) stake by 3.6% in Q1 2026, selling an estimated $7.1K and leaving 189 shares worth $174K. The position accounts for 0.05% of the portfolio, ranked #90.

Private Wealth Management Group first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $211K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Private Wealth Management Group held 189 shares of Eli Lilly worth $174K as of Q1 2026.
Private Wealth Management Group sold 7 Eli Lilly shares in Q1 2026, an estimated $7.1K.
Eli Lilly made up 0.05% of Private Wealth Management Group's portfolio in Q1 2026, its #90 holding.
Private Wealth Management Group first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
Private Wealth Management Group's Eli Lilly position peaked at $211K in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.