Sterling Wealth Management’s Eli Lilly LLY Stock Holding History

Sterling 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	$541K	Buy	588 +1	+0.2%	+$1.01K	0.15%	56
2025 Q4	$631K	Sell	587 -794	-57%	-$759K	0.18%	52
2025 Q3	$1.05M	Sell	1,381 -41	-3%	-$30.5K	0.32%	42
2025 Q2	$1.11M	Buy	+1,422	New	+$1.1M	0.38%	40
2024 Q4	$1.15M	Hold	1,494	–	–	0.43%	36
2024 Q3	$1.32M	Buy	1,494 +200	+15%	+$180K	0.49%	34
2024 Q2	$1.17M	Buy	1,294 +5	+0.4%	+$4K	0.56%	33
2024 Q1	$1M	Hold	1,289	–	–	0.5%	32
2023 Q4	$751K	Buy	+1,289	New	+$752K	0.42%	34

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

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

Sterling Wealth Management increased its Eli Lilly (LLY) stake by 0.17% in Q1 2026, buying an estimated $1.01K and bringing the position to 588 shares worth $541K. The position accounts for 0.15% of the portfolio, ranked #56.

Sterling Wealth Management first reported a position in LLY in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.32M in Q3 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Sterling Wealth Management held 588 shares of Eli Lilly worth $541K as of Q1 2026.
Sterling Wealth Management bought 1 Eli Lilly share in Q1 2026, an estimated $1.01K.
Eli Lilly made up 0.15% of Sterling Wealth Management's portfolio in Q1 2026, its #56 holding.
Sterling Wealth Management first reported a position in Eli Lilly in Q4 2023 and has held it in 9 quarters since.
Sterling Wealth Management's Eli Lilly position peaked at $1.32M in Q3 2024.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Sterling Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.