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RKL Wealth Management’s Eli Lilly LLY Stock Holding History

RKL 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 		$2.1M Buy
2,286
+9
+0.4% +$9.12K 0.19% 65
2025
Q4 		$2.45M Sell
2,277
-331
-13% -$316K 0.2% 62
2025
Q3 		$1.99M Sell
2,608
-174
-6% -$129K 0.17% 69
2025
Q2 		$2.17M Sell
2,782
-30
-1% -$23.3K 0.19% 64
2025
Q1 		$2.32M Buy
2,812
+86
+3% +$71.6K 0.22% 63
2024
Q4 		$2.1M Sell
2,726
-92
-3% -$76.2K 0.19% 68
2024
Q3 		$2.5M Sell
2,818
-86
-3% -$77.3K 0.23% 55
2024
Q2 		$2.63M Sell
2,904
-294
-9% -$235K 0.25% 53
2024
Q1 		$2.49M Buy
3,198
+194
+6% +$138K 0.25% 53
2023
Q4 		$1.75M Buy
3,004
+1,964
+189% +$1.15M 0.19% 62
2023
Q3 		$559K Buy
1,040
+93
+10% +$47.9K 0.07% 90
2023
Q2 		$444K Sell
947
-31
-3% -$13K 0.05% 101
2023
Q1 		$336K Sell
978
-35
-3% -$11.8K 0.04% 109
2022
Q4 		$371K Sell
1,013
-21
-2% -$7.45K 0.05% 107
2022
Q3 		$334K Buy
1,034
+12
+1% +$3.8K 0.05% 109
2022
Q2 		$331K Sell
1,022
-43
-4% -$12.9K 0.05% 110
2022
Q1 		$305K Buy
1,065
+258
+32% +$66.4K 0.04% 119
2021
Q4 		$223K Buy
+807
New +$205K 0.03% 123
2021
Q3 		– Sell
-2,669
Closed -$613K – 127
2021
Q2 		$613K Buy
+2,669
New +$536K 0.08% 87
2021
Q1 		– Sell
-1,263
Closed -$213K – 131
2020
Q4 		$213K Buy
+1,263
New +$189K 0.03% 121
2017
Q4 		– Sell
-2,755
Closed -$237K – 144
2017
Q3 		$237K Buy
+2,755
New +$226K 0.07% 139

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

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

RKL Wealth Management increased its Eli Lilly (LLY) stake by 0.4% in Q1 2026, buying an estimated $9.12K and bringing the position to 2,286 shares worth $2.1M. The position accounts for 0.19% of the portfolio, ranked #65.

RKL Wealth Management first reported a position in LLY in Q3 2017 and has held it in 21 quarters since. The position peaked at $2.63M in Q2 2024. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • RKL Wealth Management held 2,286 shares of Eli Lilly worth $2.1M as of Q1 2026.
  • RKL Wealth Management bought 9 Eli Lilly shares in Q1 2026, an estimated $9.12K.
  • Eli Lilly made up 0.19% of RKL Wealth Management's portfolio in Q1 2026, its #65 holding.
  • RKL Wealth Management first reported a position in Eli Lilly in Q3 2017 and has held it in 21 quarters since.
  • RKL Wealth Management's Eli Lilly position peaked at $2.63M in Q2 2024.
  • 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

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