PWS
LLY icon

Pursuit Wealth Strategies’s Eli Lilly LLY Stock Holding History

Pursuit Wealth Strategies’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 		$275K Sell
299
-52
-15% -$52.7K 0.38% 59
2025
Q4 		$377K Buy
+351
New +$336K 0.53% 48

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

Pursuit Wealth Strategies's LLY Position: Q1 2026 in Review

Pursuit Wealth Strategies reduced its Eli Lilly (LLY) stake by 15% in Q1 2026, selling an estimated $52.7K and leaving 299 shares worth $275K. The position accounts for 0.38% of the portfolio, ranked #59.

Pursuit Wealth Strategies first reported a position in LLY in Q4 2025 and has held it in 2 quarters since. The position peaked at $377K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Pursuit Wealth Strategies held 299 shares of Eli Lilly worth $275K as of Q1 2026.
  • Pursuit Wealth Strategies sold 52 Eli Lilly shares in Q1 2026, an estimated $52.7K.
  • Eli Lilly made up 0.38% of Pursuit Wealth Strategies's portfolio in Q1 2026, its #59 holding.
  • Pursuit Wealth Strategies first reported a position in Eli Lilly in Q4 2025 and has held it in 2 quarters since.
  • Pursuit Wealth Strategies's Eli Lilly position peaked at $377K in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Pursuit Wealth Strategies's 13F filing for Q1 2026, filed 15 May 2026.