PWM
LLY icon

PTM Wealth Management’s Eli Lilly LLY Stock Holding History

PTM Wealth Management’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 		$468K Buy
505
+1
+0.2% +$1.01K 0.25% 30
2025
Q4 		$525K Hold
504
– – 0.3% 26
2025
Q3 		$426K Sell
504
-20
-4% -$14.9K 0.25% 32
2025
Q2 		$409K Buy
524
+50
+11% +$38.9K 0.27% 28
2025
Q1 		$344K Buy
+474
New +$394K 0.36% 28

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

PTM Wealth Management's LLY Position: Q1 2026 in Review

PTM Wealth Management increased its Eli Lilly (LLY) stake by 0.2% in Q1 2026, buying an estimated $1.01K and bringing the position to 505 shares worth $468K. The position accounts for 0.25% of the portfolio, ranked #30.

PTM Wealth Management first reported a position in LLY in Q1 2025 and has held it in 5 quarters since. The position peaked at $525K in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • PTM Wealth Management held 505 shares of Eli Lilly worth $468K as of Q1 2026.
  • PTM Wealth Management bought 1 Eli Lilly share in Q1 2026, an estimated $1.01K.
  • Eli Lilly made up 0.25% of PTM Wealth Management's portfolio in Q1 2026, its #30 holding.
  • PTM Wealth Management first reported a position in Eli Lilly in Q1 2025 and has held it in 5 quarters since.
  • PTM Wealth Management's Eli Lilly position peaked at $525K in Q4 2025.
  • 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on PTM Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.