Shared Vision Wealth Group’s Eli Lilly LLY Stock Holding History

Shared Vision Wealth Group’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	$228K	Hold	248	–	–	0.09%	89
2025 Q4	$263K	Buy	248 +1	+0.4%	+$956	0.11%	86
2025 Q3	$201K	Buy	+247	New	+$184K	0.09%	98
2025 Q2	–	Sell	-246	Closed	-$204K	–	86
2025 Q1	$204K	Buy	+246	New	+$205K	0.11%	78
2024 Q4	–	Sell	-246	Closed	-$218K	–	77
2024 Q3	$218K	Buy	246 +1	+0.4%	+$899	0.12%	71
2024 Q2	$222K	Buy	+245	New	+$196K	0.13%	72

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

Shared Vision Wealth Group's LLY Position: Q1 2026 in Review

Shared Vision Wealth Group held its Eli Lilly (LLY) position steady in Q1 2026 at 248 shares worth $228K. The position accounts for 0.09% of the portfolio, ranked #89.

Shared Vision Wealth Group first reported a position in LLY in Q2 2024 and has held it in 6 quarters since. The position peaked at $263K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Shared Vision Wealth Group held 248 shares of Eli Lilly worth $228K as of Q1 2026.
Shared Vision Wealth Group left its Eli Lilly share count unchanged in Q1 2026.
Eli Lilly made up 0.09% of Shared Vision Wealth Group's portfolio in Q1 2026, its #89 holding.
Shared Vision Wealth Group first reported a position in Eli Lilly in Q2 2024 and has held it in 6 quarters since.
Shared Vision Wealth Group's Eli Lilly position peaked at $263K in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.