SWMG
LLY icon

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

Stillwater 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 		$4.77M Buy
5,189
+98
+2% +$99.4K 2.95% 10
2025
Q4 		$5.47M Sell
5,091
-57
-1% -$54.5K 3.71% 3
2025
Q3 		$3.93M Buy
+5,148
New +$3.83M 2.75% 15
2025
Q1 		$3.11M Buy
3,771
+40
+1% +$33.3K 2.7% 13
2024
Q4 		$2.88M Buy
+3,731
New +$3.09M 2.59% 11

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Stillwater Wealth Management Group increased its Eli Lilly (LLY) stake by 1.9% in Q1 2026, buying an estimated $99.4K and bringing the position to 5,189 shares worth $4.77M. The position accounts for 2.95% of the portfolio, ranked #10.

Stillwater Wealth Management Group first reported a position in LLY in Q4 2024 and has held it in 5 quarters since. The position peaked at $5.47M in Q4 2025. 4,363 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Stillwater Wealth Management Group held 5,189 shares of Eli Lilly worth $4.77M as of Q1 2026.
  • Stillwater Wealth Management Group bought 98 Eli Lilly shares in Q1 2026, an estimated $99.4K.
  • Eli Lilly made up 2.95% of Stillwater Wealth Management Group's portfolio in Q1 2026, its #10 holding.
  • Stillwater Wealth Management Group first reported a position in Eli Lilly in Q4 2024 and has held it in 5 quarters since.
  • Stillwater Wealth Management Group's Eli Lilly position peaked at $5.47M in Q4 2025.
  • 4,363 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Stillwater Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.