Sculati Wealth Management’s Eli Lilly LLY Stock Holding History

Sculati 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	$2.18M	Buy	2,366 +40	+2%	+$40.6K	0.8%	39
2025 Q4	$2.5M	Sell	2,326 -21	-0.9%	-$20.1K	0.88%	36
2025 Q3	$1.79M	Buy	2,347 +216	+10%	+$161K	0.63%	47
2025 Q2	$1.66M	Buy	2,131 +300	+16%	+$233K	0.62%	51
2025 Q1	$1.51M	Buy	1,831 +289	+19%	+$240K	0.61%	47
2024 Q4	$1.19M	Buy	1,542 +140	+10%	+$116K	0.47%	52
2024 Q3	$1.24M	Buy	1,402 +586	+72%	+$527K	0.5%	56
2024 Q2	$739K	Hold	816	–	–	0.32%	66
2024 Q1	$635K	Buy	816 +16	+2%	+$11.4K	0.27%	70
2023 Q4	$466K	Hold	800	–	–	0.22%	75
2023 Q3	$430K	Hold	800	–	–	0.22%	76
2023 Q2	$375K	Hold	800	–	–	0.19%	80
2023 Q1	$275K	Sell	800 -30	-4%	-$10.1K	0.15%	90
2022 Q4	$304K	Sell	830 -70	-8%	-$24.8K	0.17%	83
2022 Q3	$291K	Hold	900	–	–	0.17%	94
2022 Q2	$292K	Hold	900	–	–	0.17%	94
2022 Q1	$258K	Hold	900	–	–	0.13%	104
2021 Q4	$249K	Hold	900	–	–	0.12%	101
2021 Q3	$208K	Hold	900	–	–	0.11%	107
2021 Q2	$207K	Buy	+900	New	+$181K	0.11%	108

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

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

Sculati Wealth Management increased its Eli Lilly (LLY) stake by 1.7% in Q1 2026, buying an estimated $40.6K and bringing the position to 2,366 shares worth $2.18M. The position accounts for 0.8% of the portfolio, ranked #39.

Sculati Wealth Management first reported a position in LLY in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.5M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Sculati Wealth Management held 2,366 shares of Eli Lilly worth $2.18M as of Q1 2026.
Sculati Wealth Management bought 40 Eli Lilly shares in Q1 2026, an estimated $40.6K.
Eli Lilly made up 0.8% of Sculati Wealth Management's portfolio in Q1 2026, its #39 holding.
Sculati Wealth Management first reported a position in Eli Lilly in Q2 2021 and has held it in 20 quarters since.
Sculati Wealth Management's Eli Lilly position peaked at $2.5M in Q4 2025.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Sculati Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.