Ullmann Wealth Partners Group’s Eli Lilly LLY Stock Holding History

Ullmann Wealth Partners 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	$764K	Buy	830 +170	+26%	+$172K	0.08%	82
2025 Q4	$569K	Buy	660 +22	+3%	+$21K	0.06%	96
2025 Q3	$487K	Buy	638 +97	+18%	+$72.2K	0.05%	102
2025 Q2	$422K	Sell	541 -53	-9%	-$41.2K	0.05%	103
2025 Q1	$491K	Buy	594 +109	+22%	+$90.7K	0.07%	90
2024 Q4	$374K	Sell	485 -18	-4%	-$14.9K	0.05%	104
2024 Q3	$446K	Buy	503 +9	+2%	+$8.09K	0.06%	94
2024 Q2	$447K	Buy	494 +76	+18%	+$60.8K	0.06%	80
2024 Q1	$325K	Buy	+418	New	+$297K	0.05%	88

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

Ullmann Wealth Partners Group's LLY Position: Q1 2026 in Review

Ullmann Wealth Partners Group increased its Eli Lilly (LLY) stake by 26% in Q1 2026, buying an estimated $172K and bringing the position to 830 shares worth $764K. The position accounts for 0.08% of the portfolio, ranked #82.

Ullmann Wealth Partners Group first reported a position in LLY in Q1 2024 and has held it in 9 quarters since. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Ullmann Wealth Partners Group held 830 shares of Eli Lilly worth $764K as of Q1 2026.
Ullmann Wealth Partners Group bought 170 Eli Lilly shares in Q1 2026, an estimated $172K.
Eli Lilly made up 0.08% of Ullmann Wealth Partners Group's portfolio in Q1 2026, its #82 holding.
Ullmann Wealth Partners Group first reported a position in Eli Lilly in Q1 2024 and has held it in 9 quarters since.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q1 2026, filed 13 Apr 2026.