ViaWealth’s Eli Lilly LLY Stock Holding History

ViaWealth’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	$562K	Buy	611 +76	+14%	+$77K	0.31%	94
2025 Q4	$575K	Buy	535 +36	+7%	+$34.4K	0.32%	87
2025 Q3	$381K	Sell	499 -61	-11%	-$45.4K	0.21%	118
2025 Q2	$437K	Sell	560 -10	-2%	-$7.77K	0.26%	111
2025 Q1	$471K	Buy	570 +44	+8%	+$36.6K	0.29%	102
2024 Q4	$406K	Sell	526 -8	-1%	-$6.62K	0.25%	114
2024 Q3	$473K	Buy	534 +41	+8%	+$36.9K	0.28%	109
2024 Q2	$446K	Sell	493 -17	-3%	-$13.6K	0.28%	108
2024 Q1	$397K	Buy	510 +18	+4%	+$12.8K	0.25%	117
2023 Q4	$287K	Sell	492 -26	-5%	-$15.2K	0.2%	134
2023 Q3	$278K	Sell	518 -87	-14%	-$44.8K	0.2%	134
2023 Q2	$284K	Hold	605	–	–	0.21%	127
2023 Q1	$208K	Hold	605	–	–	0.16%	144
2022 Q4	$212K	Buy	+605	New	+$215K	0.17%	148

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

ViaWealth's LLY Position: Q1 2026 in Review

ViaWealth increased its Eli Lilly (LLY) stake by 14% in Q1 2026, buying an estimated $77K and bringing the position to 611 shares worth $562K. The position accounts for 0.31% of the portfolio, ranked #94.

ViaWealth first reported a position in LLY in Q4 2022 and has held it in 14 quarters since. The position peaked at $575K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

ViaWealth held 611 shares of Eli Lilly worth $562K as of Q1 2026.
ViaWealth bought 76 Eli Lilly shares in Q1 2026, an estimated $77K.
Eli Lilly made up 0.31% of ViaWealth's portfolio in Q1 2026, its #94 holding.
ViaWealth first reported a position in Eli Lilly in Q4 2022 and has held it in 14 quarters since.
ViaWealth's Eli Lilly position peaked at $575K in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.