Wayfinding Financial’s Eli Lilly LLY Stock Holding History

Wayfinding Financial’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	$843K	Buy	917 +29	+3%	+$29.4K	0.37%	50
2025 Q4	$954K	Sell	888 -113	-11%	-$108K	0.4%	47
2025 Q3	$763K	Sell	1,001 -10	-1%	-$7.44K	0.33%	56
2025 Q2	$777K	Sell	1,011 -36	-3%	-$28K	0.35%	57
2025 Q1	$864K	Sell	1,047 -41	-4%	-$34.1K	0.38%	47
2024 Q4	$839K	Buy	+1,088	New	+$901K	0.45%	46
2024 Q3	–	Sell	-1,094	Closed	-$990K	–	82
2024 Q2	$990K	Sell	1,094 -19	-2%	-$15.2K	0.56%	40
2024 Q1	$862K	Buy	1,113 +76	+7%	+$54.1K	0.5%	44
2023 Q4	$604K	Buy	1,037 +220	+27%	+$128K	0.41%	51
2023 Q3	$439K	Sell	817 -102	-11%	-$52.6K	0.33%	57
2023 Q2	$421K	Sell	919 -25	-3%	-$10.5K	0.29%	58
2023 Q1	$324K	Buy	+944	New	+$318K	0.25%	68
2022 Q4	–	Sell	-688	Closed	-$222K	–	94
2022 Q3	$222K	Buy	688 +38	+6%	+$12K	0.21%	75
2022 Q2	$210K	Buy	+650	New	+$195K	0.18%	74

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

Wayfinding Financial's LLY Position: Q1 2026 in Review

Wayfinding Financial increased its Eli Lilly (LLY) stake by 3.3% in Q1 2026, buying an estimated $29.4K and bringing the position to 917 shares worth $843K. The position accounts for 0.37% of the portfolio, ranked #50.

Wayfinding Financial first reported a position in LLY in Q2 2022 and has held it in 14 quarters since. The position peaked at $990K in Q2 2024. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Wayfinding Financial held 917 shares of Eli Lilly worth $843K as of Q1 2026.
Wayfinding Financial bought 29 Eli Lilly shares in Q1 2026, an estimated $29.4K.
Eli Lilly made up 0.37% of Wayfinding Financial's portfolio in Q1 2026, its #50 holding.
Wayfinding Financial first reported a position in Eli Lilly in Q2 2022 and has held it in 14 quarters since.
Wayfinding Financial's Eli Lilly position peaked at $990K in Q2 2024.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Wayfinding Financial's 13F filing for Q1 2026, filed 12 May 2026.