VWM
LLY icon

Valley Wealth Managers’s Eli Lilly LLY Stock Holding History

Valley Wealth Managers’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 		$3.37M Sell
3,664
-182
-5% -$185K 0.22% 101
2025
Q4 		$4.13M Buy
3,846
+185
+5% +$177K 0.26% 86
2025
Q3 		$2.79M Buy
3,661
+921
+34% +$685K 0.18% 106
2025
Q2 		$2.14M Sell
2,740
-116
-4% -$90.1K 0.15% 110
2025
Q1 		$2.36M Buy
2,856
+230
+9% +$191K 0.18% 107
2024
Q4 		$2.03M Buy
2,626
+366
+16% +$303K 0.15% 109
2024
Q3 		$2M Buy
2,260
+472
+26% +$424K 0.15% 112
2024
Q2 		$1.62M Buy
1,788
+49
+3% +$39.2K 0.13% 119
2024
Q1 		$1.35M Buy
1,739
+532
+44% +$379K 0.1% 120
2023
Q4 		$704K Sell
1,207
-73
-6% -$42.6K 0.05% 132
2023
Q3 		$688K Buy
1,280
+17
+1% +$8.76K 0.06% 134
2023
Q2 		$592K Sell
1,263
-6
-0.5% -$2.52K 0.05% 117
2023
Q1 		$436K Sell
1,269
-52
-4% -$17.5K 0.04% 126
2022
Q4 		$483K Buy
1,321
+536
+68% +$190K 0.04% 126
2022
Q3 		$254K Hold
785
– – 0.03% 153
2022
Q2 		$255K Hold
785
– – 0.02% 165
2022
Q1 		$225K Sell
785
-75
-9% -$19.3K 0.02% 179
2021
Q4 		$238K Buy
+860
New +$218K 0.02% 182
2019
Q4 		– Sell
-1,920
Closed -$215K – 193
2019
Q3 		$215K Hold
1,920
– – 0.02% 182
2019
Q2 		$213K Sell
1,920
-15,437
-89% -$1.82M 0.02% 185
2019
Q1 		$2.25M Sell
17,357
-930
-5% -$113K 0.25% 64
2018
Q4 		$2.12M Sell
18,287
-1,865
-9% -$208K 0.28% 54
2018
Q3 		$2.16M Sell
20,152
-2,594
-11% -$259K 0.26% 53
2018
Q2 		$1.94M Buy
22,746
+99
+0.4% +$8.13K 0.24% 56
2018
Q1 		$1.75M Buy
22,647
+2,590
+13% +$209K 0.21% 69
2017
Q4 		$1.69M Buy
20,057
+427
+2% +$36.3K 0.2% 73
2017
Q3 		$1.68M Buy
19,630
+555
+3% +$45.5K 0.21% 69
2017
Q2 		$1.57M Sell
19,075
-815
-4% -$66.5K 0.21% 70
2017
Q1 		$1.67M Buy
19,890
+2,572
+15% +$206K 0.22% 70
2016
Q4 		$1.27M Buy
17,318
+533
+3% +$39.7K 0.18% 83
2016
Q3 		$1.35M Buy
16,785
+1,295
+8% +$104K 0.2% 78
2016
Q2 		$1.22M Buy
15,490
+1,985
+15% +$149K 0.19% 82
2016
Q1 		$972K Buy
13,505
+1,390
+11% +$105K 0.16% 80
2015
Q4 		$1.02M Sell
12,115
-585
-5% -$48.5K 0.18% 73
2015
Q3 		$1.06M Sell
12,700
-2,980
-19% -$252K 0.19% 64
2015
Q2 		$1.31M Sell
15,680
-935
-6% -$71.2K 0.23% 54
2015
Q1 		$1.21M Sell
16,615
-625
-4% -$44.5K 0.21% 67
2014
Q4 		$1.19M Buy
17,240
+310
+2% +$20.9K 0.21% 64
2014
Q3 		$1.1M Buy
16,930
+100
+0.6% +$6.33K 0.21% 57
2014
Q2 		$1.05M Buy
16,830
+770
+5% +$45.9K 0.2% 60
2014
Q1 		$945K Sell
16,060
-15
-0.1% -$837 0.19% 57
2013
Q4 		$820K Buy
16,075
+2,690
+20% +$135K 0.17% 60
2013
Q3 		$674K Buy
13,385
+1,910
+17% +$100K 0.15% 66
2013
Q2 		$564K Buy
+11,475
New +$624K 0.13% 78

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

Valley Wealth Managers's LLY Position: Q1 2026 in Review

Valley Wealth Managers reduced its Eli Lilly (LLY) stake by 4.7% in Q1 2026, selling an estimated $185K and leaving 3,664 shares worth $3.37M. The position accounts for 0.22% of the portfolio, ranked #101.

Valley Wealth Managers first reported a position in LLY in Q2 2013 and has held it in 44 quarters since. The position peaked at $4.13M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Valley Wealth Managers held 3,664 shares of Eli Lilly worth $3.37M as of Q1 2026.
  • Valley Wealth Managers sold 182 Eli Lilly shares in Q1 2026, an estimated $185K.
  • Eli Lilly made up 0.22% of Valley Wealth Managers's portfolio in Q1 2026, its #101 holding.
  • Valley Wealth Managers first reported a position in Eli Lilly in Q2 2013 and has held it in 44 quarters since.
  • Valley Wealth Managers's Eli Lilly position peaked at $4.13M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.