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PUREfi Wealth’s Eli Lilly LLY Stock Holding History

PUREfi Wealth’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 		$1.92M Sell
2,091
-107
-5% -$108K 1.26% 16
2025
Q4 		$2.36M Sell
2,198
-243
-10% -$232K 1.81% 11
2025
Q3 		$1.86M Buy
2,441
+251
+11% +$187K 1.43% 13
2025
Q2 		$1.71M Buy
2,190
+905
+70% +$703K 1.36% 13
2025
Q1 		$1.06M Buy
1,285
+580
+82% +$483K 1.06% 15
2024
Q4 		$544K Buy
+705
New +$584K 0.53% 45

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

PUREfi Wealth's LLY Position: Q1 2026 in Review

PUREfi Wealth reduced its Eli Lilly (LLY) stake by 4.9% in Q1 2026, selling an estimated $108K and leaving 2,091 shares worth $1.92M. The position accounts for 1.26% of the portfolio, ranked #16.

PUREfi Wealth first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.36M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • PUREfi Wealth held 2,091 shares of Eli Lilly worth $1.92M as of Q1 2026.
  • PUREfi Wealth sold 107 Eli Lilly shares in Q1 2026, an estimated $108K.
  • Eli Lilly made up 1.26% of PUREfi Wealth's portfolio in Q1 2026, its #16 holding.
  • PUREfi Wealth first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
  • PUREfi Wealth's Eli Lilly position peaked at $2.36M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

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