SMART Wealth’s Eli Lilly LLY Stock Holding History

SMART Wealth’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	$2.47M	Buy	2,684 +1,869	+229%	+$1.89M	0.72%	41
2025 Q4	$876K	Buy	+815	New	+$779K	0.27%	88
2025 Q1	–	Sell	-1,670	Closed	-$1.29M	–	165
2024 Q4	$1.29M	Buy	1,670 +1,154	+224%	+$956K	0.46%	65
2024 Q3	$457K	Buy	+516	New	+$464K	0.18%	94

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

SMART Wealth's LLY Position: Q1 2026 in Review

SMART Wealth increased its Eli Lilly (LLY) stake by 229% in Q1 2026, buying an estimated $1.89M and bringing the position to 2,684 shares worth $2.47M. The position accounts for 0.72% of the portfolio, ranked #41.

SMART Wealth first reported a position in LLY in Q3 2024 and has held it in 4 quarters since. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

SMART Wealth held 2,684 shares of Eli Lilly worth $2.47M as of Q1 2026.
SMART Wealth bought 1,869 Eli Lilly shares in Q1 2026, an estimated $1.89M.
Eli Lilly made up 0.72% of SMART Wealth's portfolio in Q1 2026, its #41 holding.
SMART Wealth first reported a position in Eli Lilly in Q3 2024 and has held it in 4 quarters since.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.