Waypoint Wealth Counsel’s Eli Lilly LLY Stock Holding History

Waypoint Wealth Counsel’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	$427K	Sell	464 -314	-40%	-$318K	0.22%	97
2025 Q4	$836K	Buy	778 +59	+8%	+$56.4K	0.31%	58
2025 Q3	$549K	Buy	719 +90	+14%	+$67K	0.22%	86
2025 Q2	$490K	Sell	629 -163	-21%	-$127K	0.24%	64
2025 Q1	$654K	Buy	792 +161	+26%	+$134K	0.41%	42
2024 Q4	$487K	Sell	631 -17	-3%	-$14.1K	0.32%	54
2024 Q3	$574K	Buy	648 +107	+20%	+$96.2K	0.39%	48
2024 Q2	$490K	Buy	541 +8	+2%	+$6.4K	0.37%	45
2024 Q1	$415K	Buy	533 +31	+6%	+$22.1K	0.32%	52
2023 Q4	$293K	Buy	502 +20	+4%	+$11.7K	0.25%	70
2023 Q3	$259K	Buy	482 +3	+0.6%	+$1.55K	0.24%	71
2023 Q2	$225K	Buy	+479	New	+$201K	0.2%	79

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

Waypoint Wealth Counsel's LLY Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its Eli Lilly (LLY) stake by 40% in Q1 2026, selling an estimated $318K and leaving 464 shares worth $427K. The position accounts for 0.22% of the portfolio, ranked #97.

Waypoint Wealth Counsel first reported a position in LLY in Q2 2023 and has held it in 12 quarters since. The position peaked at $836K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Waypoint Wealth Counsel held 464 shares of Eli Lilly worth $427K as of Q1 2026.
Waypoint Wealth Counsel sold 314 Eli Lilly shares in Q1 2026, an estimated $318K.
Eli Lilly made up 0.22% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #97 holding.
Waypoint Wealth Counsel first reported a position in Eli Lilly in Q2 2023 and has held it in 12 quarters since.
Waypoint Wealth Counsel's Eli Lilly position peaked at $836K in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.