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Wealth Dimensions Group’s Eli Lilly LLY Stock Holding History

Wealth Dimensions Group’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 		$3.31M Sell
3,596
-109
-3% -$111K 0.65% 20
2025
Q4 		$3.98M Sell
3,705
-126
-3% -$120K 0.79% 19
2025
Q3 		$2.92M Sell
3,831
-21
-0.5% -$15.6K 0.6% 22
2025
Q2 		$3M Buy
3,852
+162
+4% +$126K 0.66% 21
2025
Q1 		$3.05M Buy
3,690
+172
+5% +$143K 0.73% 19
2024
Q4 		$2.72M Buy
3,518
+260
+8% +$215K 0.67% 22
2024
Q3 		$2.89M Buy
3,258
+81
+3% +$72.8K 0.73% 21
2024
Q2 		$2.88M Sell
3,177
-65
-2% -$52K 0.82% 19
2024
Q1 		$2.52M Buy
3,242
+260
+9% +$185K 0.74% 21
2023
Q4 		$1.74M Sell
2,982
-512
-15% -$299K 0.55% 32
2023
Q3 		$1.88M Sell
3,494
-18
-0.5% -$9.28K 0.68% 25
2023
Q2 		$1.65M Buy
3,512
+350
+11% +$147K 0.6% 30
2023
Q1 		$1.09M Buy
3,162
+158
+5% +$53.3K 0.42% 37
2022
Q4 		$1.1M Sell
3,004
-71
-2% -$25.2K 0.45% 35
2022
Q3 		$994K Buy
3,075
+61
+2% +$19.3K 0.49% 32
2022
Q2 		$977K Sell
3,014
-108
-3% -$32.4K 0.46% 33
2022
Q1 		$894K Buy
3,122
+52
+2% +$13.4K 0.41% 42
2021
Q4 		$848K Sell
3,070
-4
-0.1% -$1.01K 0.42% 41
2021
Q3 		$710K Hold
3,074
– – 0.45% 44
2021
Q2 		$706K Sell
3,074
-13
-0.4% -$2.61K 0.48% 41
2021
Q1 		$577K Sell
3,087
-59
-2% -$11.5K 0.45% 45
2020
Q4 		$531K Buy
+3,146
New +$470K 0.46% 41

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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 Dimensions Group's LLY Position: Q1 2026 in Review

Wealth Dimensions Group reduced its Eli Lilly (LLY) stake by 2.9% in Q1 2026, selling an estimated $111K and leaving 3,596 shares worth $3.31M. The position accounts for 0.65% of the portfolio, ranked #20.

Wealth Dimensions Group first reported a position in LLY in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.98M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Wealth Dimensions Group held 3,596 shares of Eli Lilly worth $3.31M as of Q1 2026.
  • Wealth Dimensions Group sold 109 Eli Lilly shares in Q1 2026, an estimated $111K.
  • Eli Lilly made up 0.65% of Wealth Dimensions Group's portfolio in Q1 2026, its #20 holding.
  • Wealth Dimensions Group first reported a position in Eli Lilly in Q4 2020 and has held it in 22 quarters since.
  • Wealth Dimensions Group's Eli Lilly position peaked at $3.98M in Q4 2025.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Wealth Dimensions Group's 13F filing for Q1 2026, filed 12 May 2026.