Quotient Wealth Partners’s Eli Lilly LLY Stock Holding History

Quotient Wealth Partners’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	$3.29M	Sell	3,575 -7	-0.2%	-$7.1K	0.09%	65
2025 Q4	$3.85M	Sell	3,582 -101	-3%	-$96.6K	0.1%	57
2025 Q3	$2.81M	Sell	3,683 -43	-1%	-$32K	0.08%	64
2025 Q2	$2.9M	Buy	3,726 +374	+11%	+$291K	0.09%	61
2025 Q1	$2.77M	Buy	3,352 +198	+6%	+$165K	0.09%	59
2024 Q4	$2.43M	Buy	3,154 +145	+5%	+$120K	0.08%	59
2024 Q3	$2.67M	Sell	3,009 -104	-3%	-$93.5K	0.09%	54
2024 Q2	$2.82M	Buy	3,113 +458	+17%	+$366K	0.1%	52
2024 Q1	$2.07M	Sell	2,655 -78	-3%	-$55.5K	0.07%	73
2023 Q4	$1.59M	Buy	+2,733	New	+$1.6M	0.06%	92

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

Quotient Wealth Partners's LLY Position: Q1 2026 in Review

Quotient Wealth Partners reduced its Eli Lilly (LLY) stake by 0.2% in Q1 2026, selling an estimated $7.1K and leaving 3,575 shares worth $3.29M. The position accounts for 0.09% of the portfolio, ranked #65.

Quotient Wealth Partners first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.85M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Quotient Wealth Partners held 3,575 shares of Eli Lilly worth $3.29M as of Q1 2026.
Quotient Wealth Partners sold 7 Eli Lilly shares in Q1 2026, an estimated $7.1K.
Eli Lilly made up 0.09% of Quotient Wealth Partners's portfolio in Q1 2026, its #65 holding.
Quotient Wealth Partners first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
Quotient Wealth Partners's Eli Lilly position peaked at $3.85M in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

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