Rialto Wealth Management’s Eli Lilly LLY Stock Holding History

Rialto 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	$216K	Sell	234 -43	-16%	-$43.6K	0.05%	155
2025 Q4	$298K	Buy	277 +119	+75%	+$114K	0.07%	128
2025 Q3	$121K	Sell	158 -8	-5%	-$5.95K	0.03%	185
2025 Q2	$130K	Sell	166 -1	-0.6%	-$777	0.04%	176
2025 Q1	$138K	Buy	167 +11	+7%	+$9.15K	0.04%	169
2024 Q4	$121K	Buy	+156	New	+$129K	0.04%	182

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

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

Rialto Wealth Management reduced its Eli Lilly (LLY) stake by 16% in Q1 2026, selling an estimated $43.6K and leaving 234 shares worth $216K. The position accounts for 0.05% of the portfolio, ranked #155.

Rialto Wealth Management first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $298K in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Rialto Wealth Management held 234 shares of Eli Lilly worth $216K as of Q1 2026.
Rialto Wealth Management sold 43 Eli Lilly shares in Q1 2026, an estimated $43.6K.
Eli Lilly made up 0.05% of Rialto Wealth Management's portfolio in Q1 2026, its #155 holding.
Rialto Wealth Management first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
Rialto Wealth Management's Eli Lilly position peaked at $298K in Q4 2025.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.