Seaside Wealth Management’s Eli Lilly LLY Stock Holding History

Seaside 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	$648K	Buy	705 +7	+1%	+$7.1K	0.18%	34
2025 Q4	$750K	Buy	698 +7	+1%	+$6.69K	0.21%	30
2025 Q3	$527K	Hold	691	–	–	0.16%	38
2025 Q2	$539K	Buy	691 +26	+4%	+$20.2K	0.17%	37
2025 Q1	$549K	Buy	665 +15	+2%	+$12.5K	0.2%	31
2024 Q4	$502K	Hold	650	–	–	0.18%	34
2024 Q3	$576K	Hold	650	–	–	0.22%	31
2024 Q2	$588K	Buy	+650	New	+$520K	0.24%	29

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

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

Seaside Wealth Management increased its Eli Lilly (LLY) stake by 1% in Q1 2026, buying an estimated $7.1K and bringing the position to 705 shares worth $648K. The position accounts for 0.18% of the portfolio, ranked #34.

Seaside Wealth Management first reported a position in LLY in Q2 2024 and has held it in 8 quarters since. The position peaked at $750K in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Seaside Wealth Management held 705 shares of Eli Lilly worth $648K as of Q1 2026.
Seaside Wealth Management bought 7 Eli Lilly shares in Q1 2026, an estimated $7.1K.
Eli Lilly made up 0.18% of Seaside Wealth Management's portfolio in Q1 2026, its #34 holding.
Seaside Wealth Management first reported a position in Eli Lilly in Q2 2024 and has held it in 8 quarters since.
Seaside Wealth Management's Eli Lilly position peaked at $750K in Q4 2025.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Seaside Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.