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Vista Cima Wealth Management’s Eli Lilly LLY Stock Holding History

Vista Cima 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 		– Sell
-211
Closed -$227K – 50
2025
Q4 		$227K Buy
+211
New +$202K 0.19% 44

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

Vista Cima Wealth Management's LLY Position: Q1 2026 in Review

Vista Cima Wealth Management sold out of Eli Lilly (LLY) in Q1 2026, closing a stake of 211 shares — an estimated $227K sold.

Vista Cima Wealth Management first reported a position in LLY in Q4 2025 and held it in 1 quarter. The position peaked at $227K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Vista Cima Wealth Management reported no remaining Eli Lilly position as of Q1 2026 after selling out during the quarter.
  • Vista Cima Wealth Management sold 211 Eli Lilly shares in Q1 2026, an estimated $227K.
  • Vista Cima Wealth Management first reported a position in Eli Lilly in Q4 2025 and held it in 1 quarter.
  • Vista Cima Wealth Management's Eli Lilly position peaked at $227K in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

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