Prosperity Consulting Group’s Eli Lilly LLY Stock Holding History

Prosperity Consulting 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	$9.67M	Buy	10,508 +488	+5%	+$495K	0.43%	45
2025 Q4	$10.8M	Buy	10,020 +139	+1%	+$133K	0.48%	36
2025 Q3	$7.54M	Buy	9,881 +601	+6%	+$447K	0.37%	50
2025 Q2	$7.23M	Sell	9,280 -276	-3%	-$214K	0.53%	42
2025 Q1	$7.89M	Sell	9,556 -97	-1%	-$80.7K	0.61%	37
2024 Q4	$7.45M	Buy	9,653 +1,308	+16%	+$1.08M	0.56%	36
2024 Q3	$7.39M	Buy	8,345 +5,066	+154%	+$4.55M	0.58%	38
2024 Q2	$2.97M	Sell	3,279 -116	-3%	-$92.8K	0.4%	65
2024 Q1	$2.64M	Buy	3,395 +2,211	+187%	+$1.57M	0.33%	84
2023 Q4	$690K	Buy	1,184 +570	+93%	+$333K	0.23%	83
2023 Q3	$330K	Buy	+614	New	+$316K	0.15%	108

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

Prosperity Consulting Group's LLY Position: Q1 2026 in Review

Prosperity Consulting Group increased its Eli Lilly (LLY) stake by 4.9% in Q1 2026, buying an estimated $495K and bringing the position to 10,508 shares worth $9.67M. The position accounts for 0.43% of the portfolio, ranked #45.

Prosperity Consulting Group first reported a position in LLY in Q3 2023 and has held it in 11 quarters since. The position peaked at $10.8M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Prosperity Consulting Group held 10,508 shares of Eli Lilly worth $9.67M as of Q1 2026.
Prosperity Consulting Group bought 488 Eli Lilly shares in Q1 2026, an estimated $495K.
Eli Lilly made up 0.43% of Prosperity Consulting Group's portfolio in Q1 2026, its #45 holding.
Prosperity Consulting Group first reported a position in Eli Lilly in Q3 2023 and has held it in 11 quarters since.
Prosperity Consulting Group's Eli Lilly position peaked at $10.8M in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.