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Retirement Income Solutions’s Eli Lilly LLY Stock Holding History

Retirement Income Solutions’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 		$1.73M Buy
1,884
+241
+15% +$244K 0.3% 41
2025
Q4 		$1.77M Sell
1,643
-589
-26% -$563K 0.3% 41
2025
Q3 		$1.7M Buy
2,232
+12
+0.5% +$8.93K 0.29% 39
2025
Q2 		$1.73M Buy
2,220
+76
+4% +$59.1K 0.32% 35
2025
Q1 		$1.77M Hold
2,144
– – 0.37% 32
2024
Q4 		$1.66M Sell
2,144
-99
-4% -$82K 0.33% 32
2024
Q3 		$1.99M Sell
2,243
-15
-0.7% -$13.5K 0.45% 31
2024
Q2 		$2.04M Sell
2,258
-135
-6% -$108K 0.49% 29
2024
Q1 		$1.86M Buy
2,393
+1,500
+168% +$1.07M 0.42% 33
2023
Q4 		$521K Sell
893
-171
-16% -$99.8K 0.13% 72
2023
Q3 		$572K Hold
1,064
– – 0.16% 63
2023
Q2 		$499K Hold
1,064
– – 0.13% 79
2023
Q1 		$365K Buy
1,064
+5
+0.5% +$1.69K 0.11% 90
2022
Q4 		$387K Sell
1,059
-219
-17% -$77.6K 0.12% 82
2022
Q3 		$422K Hold
1,278
– – 0.15% 68
2022
Q2 		$414K Sell
1,278
-3
-0.2% -$901 0.15% 69
2022
Q1 		$367K Buy
1,281
+3
+0.2% +$772 0.1% 76
2021
Q4 		$353K Sell
1,278
-385
-23% -$97.6K 0.09% 85
2021
Q3 		$384K Hold
1,663
– – 0.13% 66
2021
Q2 		$382K Hold
1,663
– – 0.13% 69
2021
Q1 		$311K Hold
1,663
– – 0.11% 78
2020
Q4 		$281K Buy
+1,663
New +$248K 0.1% 79

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

Retirement Income Solutions's LLY Position: Q1 2026 in Review

Retirement Income Solutions increased its Eli Lilly (LLY) stake by 15% in Q1 2026, buying an estimated $244K and bringing the position to 1,884 shares worth $1.73M. The position accounts for 0.3% of the portfolio, ranked #41.

Retirement Income Solutions first reported a position in LLY in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.04M in Q2 2024. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Retirement Income Solutions held 1,884 shares of Eli Lilly worth $1.73M as of Q1 2026.
  • Retirement Income Solutions bought 241 Eli Lilly shares in Q1 2026, an estimated $244K.
  • Eli Lilly made up 0.3% of Retirement Income Solutions's portfolio in Q1 2026, its #41 holding.
  • Retirement Income Solutions first reported a position in Eli Lilly in Q4 2020 and has held it in 22 quarters since.
  • Retirement Income Solutions's Eli Lilly position peaked at $2.04M in Q2 2024.
  • 4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Retirement Income Solutions's 13F filing for Q1 2026, filed 4 May 2026.