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Redwood Wealth Management Group’s Eli Lilly LLY Stock Holding History

Redwood Wealth Management Group’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 		$2.16M Sell
2,350
-69
-3% -$70K 0.93% 29
2025
Q4 		$2.6M Sell
2,419
-6
-0.2% -$5.74K 1.09% 24
2025
Q3 		$1.85M Buy
2,425
+10
+0.4% +$7.44K 0.78% 33
2025
Q2 		$1.88M Sell
2,415
-88
-4% -$68.4K 0.85% 29
2025
Q1 		$2.07M Buy
2,503
+124
+5% +$103K 1.05% 26
2024
Q4 		$1.84M Buy
2,379
+225
+10% +$186K 0.9% 28
2024
Q3 		$1.91M Buy
2,154
+206
+11% +$185K 0.95% 27
2024
Q2 		$1.76M Buy
1,948
+12
+0.6% +$9.6K 1.33% 18
2024
Q1 		$1.51M Buy
1,936
+104
+6% +$74K 1.6% 21
2023
Q4 		$1.07M Buy
1,832
+261
+17% +$152K 1.18% 21
2023
Q3 		$844K Sell
1,571
-27
-2% -$13.9K 0.99% 25
2023
Q2 		$750K Sell
1,598
-62
-4% -$26K 0.83% 28
2023
Q1 		$570K Buy
1,660
+50
+3% +$16.9K 0.65% 45
2022
Q4 		$589K Buy
+1,610
New +$571K 0.74% 39

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

Redwood Wealth Management Group's LLY Position: Q1 2026 in Review

Redwood Wealth Management Group reduced its Eli Lilly (LLY) stake by 2.9% in Q1 2026, selling an estimated $70K and leaving 2,350 shares worth $2.16M. The position accounts for 0.93% of the portfolio, ranked #29.

Redwood Wealth Management Group first reported a position in LLY in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.6M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Redwood Wealth Management Group held 2,350 shares of Eli Lilly worth $2.16M as of Q1 2026.
  • Redwood Wealth Management Group sold 69 Eli Lilly shares in Q1 2026, an estimated $70K.
  • Eli Lilly made up 0.93% of Redwood Wealth Management Group's portfolio in Q1 2026, its #29 holding.
  • Redwood Wealth Management Group first reported a position in Eli Lilly in Q4 2022 and has held it in 14 quarters since.
  • Redwood Wealth Management Group's Eli Lilly position peaked at $2.6M in Q4 2025.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Redwood Wealth Management Group's 13F filing for Q1 2026, filed 24 Apr 2026.