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Wealth Alliance’s Eli Lilly LLY Stock Holding History

Wealth Alliance’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 		$7.1M Sell
7,717
-158
-2% -$160K 0.7% 27
2025
Q4 		$8.46M Sell
7,875
-85
-1% -$81.3K 0.83% 23
2025
Q3 		$6.07M Sell
7,960
-422
-5% -$314K 0.62% 24
2025
Q2 		$6.53M Buy
8,382
+824
+11% +$640K 0.73% 24
2025
Q1 		$6.24M Buy
7,558
+227
+3% +$189K 0.76% 23
2024
Q4 		$5.66M Buy
7,331
+457
+7% +$378K 0.68% 22
2024
Q3 		$6.09M Buy
6,874
+138
+2% +$124K 0.73% 20
2024
Q2 		$6.1M Sell
6,736
-573
-8% -$458K 0.79% 20
2024
Q1 		$5.69M Buy
7,309
+88
+1% +$62.6K 0.75% 18
2023
Q4 		$4.21M Buy
7,221
+285
+4% +$166K 0.59% 25
2023
Q3 		$3.73M Sell
6,936
-92
-1% -$47.4K 0.59% 26
2023
Q2 		$3.3M Buy
7,028
+459
+7% +$192K 0.49% 33
2023
Q1 		$2.26M Buy
6,569
+450
+7% +$152K 0.37% 51
2022
Q4 		$2.24M Buy
6,119
+263
+4% +$93.2K 0.4% 45
2022
Q3 		$1.89M Buy
5,856
+22
+0.4% +$6.97K 0.37% 50
2022
Q2 		$1.89M Buy
5,834
+3,410
+141% +$1.02M 0.36% 57
2022
Q1 		$695K Buy
2,424
+112
+5% +$28.8K 0.14% 156
2021
Q4 		$638K Sell
2,312
-963
-29% -$244K 0.13% 180
2021
Q3 		$756K Buy
3,275
+16
+0.5% +$3.95K 0.17% 137
2021
Q2 		$748K Buy
3,259
+572
+21% +$115K 0.18% 137
2021
Q1 		$502K Sell
2,687
-784
-23% -$153K 0.14% 178
2020
Q4 		$586K Buy
3,471
+1,016
+41% +$152K 0.17% 147
2020
Q3 		$363K Buy
2,455
+96
+4% +$14.9K 0.13% 191
2020
Q2 		$387K Buy
2,359
+492
+26% +$75.5K 0.15% 173
2020
Q1 		$259K Buy
+1,867
New +$257K 0.14% 182

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

Wealth Alliance's LLY Position: Q1 2026 in Review

Wealth Alliance reduced its Eli Lilly (LLY) stake by 2% in Q1 2026, selling an estimated $160K and leaving 7,717 shares worth $7.1M. The position accounts for 0.7% of the portfolio, ranked #27.

Wealth Alliance first reported a position in LLY in Q1 2020 and has held it in 25 quarters since. The position peaked at $8.46M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Wealth Alliance held 7,717 shares of Eli Lilly worth $7.1M as of Q1 2026.
  • Wealth Alliance sold 158 Eli Lilly shares in Q1 2026, an estimated $160K.
  • Eli Lilly made up 0.7% of Wealth Alliance's portfolio in Q1 2026, its #27 holding.
  • Wealth Alliance first reported a position in Eli Lilly in Q1 2020 and has held it in 25 quarters since.
  • Wealth Alliance's Eli Lilly position peaked at $8.46M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.