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

Signature Wealth Management Partners’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 		$937K Sell
1,019
-24
-2% -$24.3K 0.47% 39
2025
Q4 		$1.12M Buy
1,043
+4
+0.4% +$3.83K 0.55% 37
2025
Q3 		$793K Buy
1,039
+61
+6% +$45.4K 0.42% 48
2025
Q2 		$763K Buy
978
+197
+25% +$153K 0.44% 45
2025
Q1 		$645K Buy
781
+270
+53% +$225K 0.42% 45
2024
Q4 		$395K Buy
511
+100
+24% +$82.8K 0.27% 67
2024
Q3 		$364K Buy
411
+123
+43% +$111K 0.26% 70
2024
Q2 		$261K Buy
+288
New +$230K 0.2% 85

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

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

Signature Wealth Management Partners reduced its Eli Lilly (LLY) stake by 2.3% in Q1 2026, selling an estimated $24.3K and leaving 1,019 shares worth $937K. The position accounts for 0.47% of the portfolio, ranked #39.

Signature Wealth Management Partners first reported a position in LLY in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.12M in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Signature Wealth Management Partners held 1,019 shares of Eli Lilly worth $937K as of Q1 2026.
  • Signature Wealth Management Partners sold 24 Eli Lilly shares in Q1 2026, an estimated $24.3K.
  • Eli Lilly made up 0.47% of Signature Wealth Management Partners's portfolio in Q1 2026, its #39 holding.
  • Signature Wealth Management Partners first reported a position in Eli Lilly in Q2 2024 and has held it in 8 quarters since.
  • Signature Wealth Management Partners's Eli Lilly position peaked at $1.12M in Q4 2025.
  • 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Signature Wealth Management Partners's 13F filing for Q1 2026, filed 21 Apr 2026.