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Reston Wealth Management’s Eli Lilly LLY Stock Holding History

Reston Wealth Management’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 		$813K Sell
884
-14
-2% -$14.2K 0.25% 26
2025
Q4 		$965K Buy
898
+204
+29% +$195K 0.3% 23
2025
Q3 		$529K Sell
694
-13
-2% -$9.67K 0.17% 30
2025
Q2 		$551K Buy
707
+55
+8% +$42.7K 0.19% 30
2025
Q1 		$538K Buy
652
+15
+2% +$12.5K 0.22% 27
2024
Q4 		$492K Buy
637
+3
+0.5% +$2.48K 0.18% 31
2024
Q3 		$562K Buy
634
+1
+0.2% +$899 0.2% 29
2024
Q2 		$573K Sell
633
-2
-0.3% -$1.6K 0.23% 30
2024
Q1 		$494K Buy
635
+1
+0.2% +$712 0.2% 34
2023
Q4 		$370K Buy
634
+21
+3% +$12.3K 0.17% 37
2023
Q3 		$329K Buy
613
+9
+1% +$4.64K 0.17% 35
2023
Q2 		$283K Sell
604
-13
-2% -$5.45K 0.13% 39
2023
Q1 		$212K Buy
617
+13
+2% +$4.38K 0.11% 42
2022
Q4 		$221K Sell
604
-82
-12% -$29.1K 0.12% 44
2022
Q3 		$222K Sell
686
-219
-24% -$69.4K 0.13% 44
2022
Q2 		$293K Buy
905
+10
+1% +$3K 0.16% 43
2022
Q1 		$256K Buy
895
+13
+1% +$3.35K 0.13% 45
2021
Q4 		$244K Buy
882
+2
+0.2% +$507 0.12% 50
2021
Q3 		$203K Buy
880
+3
+0.3% +$740 0.11% 54
2021
Q2 		$201K Buy
+877
New +$176K 0.1% 53

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

Reston Wealth Management's LLY Position: Q1 2026 in Review

Reston Wealth Management reduced its Eli Lilly (LLY) stake by 1.6% in Q1 2026, selling an estimated $14.2K and leaving 884 shares worth $813K. The position accounts for 0.25% of the portfolio, ranked #26.

Reston Wealth Management first reported a position in LLY in Q2 2021 and has held it in 20 quarters since. The position peaked at $965K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Reston Wealth Management held 884 shares of Eli Lilly worth $813K as of Q1 2026.
  • Reston Wealth Management sold 14 Eli Lilly shares in Q1 2026, an estimated $14.2K.
  • Eli Lilly made up 0.25% of Reston Wealth Management's portfolio in Q1 2026, its #26 holding.
  • Reston Wealth Management first reported a position in Eli Lilly in Q2 2021 and has held it in 20 quarters since.
  • Reston Wealth Management's Eli Lilly position peaked at $965K in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

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