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Private Wealth Partners’s Eli Lilly LLY Stock Holding History

Private 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 		$4.3M Sell
4,675
-724
-13% -$734K 0.33% 45
2025
Q4 		$5.8M Buy
5,399
+612
+13% +$585K 0.41% 40
2025
Q3 		$3.65M Sell
4,787
-850
-15% -$633K 0.26% 55
2025
Q2 		$4.39M Buy
5,637
+250
+5% +$194K 0.34% 46
2025
Q1 		$4.45M Buy
5,387
+358
+7% +$298K 0.37% 48
2024
Q4 		$3.88M Sell
5,029
-386
-7% -$320K 0.3% 52
2024
Q3 		$4.8M Buy
5,415
+955
+21% +$859K 0.38% 44
2024
Q2 		$4.04M Buy
4,460
+580
+15% +$464K 0.3% 45
2024
Q1 		$3.02M Sell
3,880
-850
-18% -$605K 0.24% 50
2023
Q4 		$2.76M Buy
4,730
+1,145
+32% +$668K 0.23% 48
2023
Q3 		$1.93M Buy
3,585
+1,140
+47% +$587K 0.18% 53
2023
Q2 		$1.15M Sell
2,445
-12
-0.5% -$5.03K 0.11% 70
2023
Q1 		$844K Buy
+2,457
New +$829K 0.08% 90
2021
Q1 		– Sell
-1,569
Closed -$265K – 96
2020
Q4 		$265K Sell
1,569
-500
-24% -$74.7K 0.03% 103
2020
Q3 		$306K Hold
2,069
– – 0.04% 92
2020
Q2 		$340K Hold
2,069
– – 0.05% 88
2020
Q1 		$287K Hold
2,069
– – 0.05% 99
2019
Q4 		$272K Hold
2,069
– – 0.04% 108
2019
Q3 		$231K Buy
+2,069
New +$230K 0.04% 112
2019
Q2 		– Sell
-1,750
Closed -$227K – 137
2019
Q1 		$227K Sell
1,750
-900
-34% -$109K 0.04% 112
2018
Q4 		$307K Sell
2,650
-93
-3% -$10.4K 0.06% 81
2018
Q3 		$294K Buy
2,743
+93
+4% +$9.3K 0.04% 103
2018
Q2 		$226K Hold
2,650
– – 0.04% 110
2018
Q1 		$205K Sell
2,650
-2,800
-51% -$225K 0.04% 121
2017
Q4 		$460K Hold
5,450
– – 0.09% 94
2017
Q3 		$466K Sell
5,450
-300
-5% -$24.6K 0.09% 93
2017
Q2 		$473K Hold
5,750
– – 0.1% 84
2017
Q1 		$484K Sell
5,750
-2,325
-29% -$186K 0.11% 81
2016
Q4 		$594K Sell
8,075
-100
-1% -$7.45K 0.14% 75
2016
Q3 		$656K Sell
8,175
-1,000
-11% -$80K 0.16% 76
2016
Q2 		$723K Hold
9,175
– – 0.17% 77
2016
Q1 		$661K Sell
9,175
-3,825
-29% -$289K 0.16% 81
2015
Q4 		$1.09M Buy
13,000
+7,000
+117% +$581K 0.26% 73
2015
Q3 		$502K Buy
6,000
+600
+11% +$50.7K 0.13% 100
2015
Q2 		$451K Hold
5,400
– – 0.1% 104
2015
Q1 		$392K Sell
5,400
-250
-4% -$17.8K 0.09% 115
2014
Q4 		$390K Hold
5,650
– – 0.09% 117
2014
Q3 		$366K Buy
5,650
+1,000
+22% +$63.3K 0.08% 135
2014
Q2 		$289K Sell
4,650
-800
-15% -$47.7K 0.06% 135
2014
Q1 		$321K Hold
5,450
– – 0.08% 129
2013
Q4 		$278K Hold
5,450
– – 0.06% 151
2013
Q3 		$274K Hold
5,450
– – 0.06% 150
2013
Q2 		$268K Buy
+5,450
New +$297K 0.07% 150

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

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

Private Wealth Partners reduced its Eli Lilly (LLY) stake by 13% in Q1 2026, selling an estimated $734K and leaving 4,675 shares worth $4.3M. The position accounts for 0.33% of the portfolio, ranked #45.

Private Wealth Partners first reported a position in LLY in Q2 2013 and has held it in 43 quarters since. The position peaked at $5.8M in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Private Wealth Partners held 4,675 shares of Eli Lilly worth $4.3M as of Q1 2026.
  • Private Wealth Partners sold 724 Eli Lilly shares in Q1 2026, an estimated $734K.
  • Eli Lilly made up 0.33% of Private Wealth Partners's portfolio in Q1 2026, its #45 holding.
  • Private Wealth Partners first reported a position in Eli Lilly in Q2 2013 and has held it in 43 quarters since.
  • Private Wealth Partners's Eli Lilly position peaked at $5.8M in Q4 2025.
  • 4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.