Signature Wealth Management Group’s Eli Lilly LLY Stock Holding History

Signature Wealth Management 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	$658K	Hold	715	–	–	0.25%	86
2025 Q4	$768K	Hold	715	–	–	0.31%	71
2025 Q3	$546K	Hold	715	–	–	0.21%	81
2025 Q2	$557K	Hold	715	–	–	0.22%	83
2025 Q1	$591K	Hold	715	–	–	0.23%	84
2024 Q4	$552K	Hold	715	–	–	0.22%	82
2024 Q3	$633K	Sell	715 -93	-12%	-$83.6K	0.25%	79
2024 Q2	$732K	Hold	808	–	–	0.32%	76
2024 Q1	$587K	Sell	808 -154	-16%	-$110K	0.27%	81
2023 Q4	$561K	Buy	+962	New	+$562K	0.26%	80
2023 Q2	$552K	Buy	1,178 +386	+49%	+$162K	0.26%	79
2023 Q1	$272K	Buy	792 +76	+11%	+$25.6K	0.13%	87
2022 Q4	$262K	Sell	716 -31	-4%	-$11K	0.13%	86
2022 Q3	$242K	Sell	747 -21	-3%	-$6.65K	0.12%	87
2022 Q2	$249K	Sell	768 -90	-10%	-$27K	0.12%	82
2022 Q1	$246K	Buy	+858	New	+$221K	0.11%	81
2018 Q4	–	Sell	-275	Closed	-$30K	–	194
2018 Q3	$30K	Hold	275	–	–	0.02%	130
2018 Q2	$23K	Hold	275	–	–	0.02%	139
2018 Q1	$21K	Sell	275 -16	-5%	-$1.29K	0.02%	141
2017 Q4	$25K	Buy	+291	New	+$24.8K	0.02%	132

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

Signature Wealth Management Group's LLY Position: Q1 2026 in Review

Signature Wealth Management Group held its Eli Lilly (LLY) position steady in Q1 2026 at 715 shares worth $658K. The position accounts for 0.25% of the portfolio, ranked #86.

Signature Wealth Management Group first reported a position in LLY in Q4 2017 and has held it in 20 quarters since. The position peaked at $768K in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Signature Wealth Management Group held 715 shares of Eli Lilly worth $658K as of Q1 2026.
Signature Wealth Management Group left its Eli Lilly share count unchanged in Q1 2026.
Eli Lilly made up 0.25% of Signature Wealth Management Group's portfolio in Q1 2026, its #86 holding.
Signature Wealth Management Group first reported a position in Eli Lilly in Q4 2017 and has held it in 20 quarters since.
Signature Wealth Management Group's Eli Lilly position peaked at $768K in Q4 2025.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.