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QTR Family Wealth’s Eli Lilly LLY Stock Holding History

QTR Family 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 		$1.53M Buy
1,657
+224
+16% +$227K 0.64% 30
2025
Q4 		$1.47M Buy
1,433
+148
+12% +$142K 0.65% 33
2025
Q3 		$981K Buy
1,285
+475
+59% +$353K 0.47% 45
2025
Q2 		$631K Buy
810
+69
+9% +$53.6K 0.39% 57
2025
Q1 		$612K Buy
+741
New +$617K 0.46% 56

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

QTR Family Wealth's LLY Position: Q1 2026 in Review

QTR Family Wealth increased its Eli Lilly (LLY) stake by 16% in Q1 2026, buying an estimated $227K and bringing the position to 1,657 shares worth $1.53M. The position accounts for 0.64% of the portfolio, ranked #30.

QTR Family Wealth first reported a position in LLY in Q1 2025 and has held it in 5 quarters since. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • QTR Family Wealth held 1,657 shares of Eli Lilly worth $1.53M as of Q1 2026.
  • QTR Family Wealth bought 224 Eli Lilly shares in Q1 2026, an estimated $227K.
  • Eli Lilly made up 0.64% of QTR Family Wealth's portfolio in Q1 2026, its #30 holding.
  • QTR Family Wealth first reported a position in Eli Lilly in Q1 2025 and has held it in 5 quarters since.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on QTR Family Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.