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Wealth Effects’s Eli Lilly LLY Stock Holding History

Wealth Effects’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 		$675K Sell
734
-84
-10% -$85.2K 0.24% 81
2025
Q4 		$879K Sell
818
-39
-5% -$37.3K 0.27% 64
2025
Q3 		$654K Sell
857
-211
-20% -$157K 0.21% 91
2025
Q2 		$832K Sell
1,068
-641
-38% -$498K 0.31% 64
2025
Q1 		$1.41M Sell
1,709
-268
-14% -$223K 0.59% 38
2024
Q4 		$1.53M Sell
1,977
-507
-20% -$420K 0.54% 38
2024
Q3 		$2.2M Sell
2,484
-256
-9% -$230K 0.77% 26
2024
Q2 		$2.48M Sell
2,740
-74
-3% -$59.2K 0.9% 14
2024
Q1 		$2.19M Sell
2,814
-177
-6% -$126K 0.81% 18
2023
Q4 		$1.74M Buy
2,991
+841
+39% +$491K 0.66% 26
2023
Q3 		$1.15M Buy
2,150
+830
+63% +$428K 0.57% 42
2023
Q2 		$619K Buy
1,320
+10
+0.8% +$4.19K 0.27% 79
2023
Q1 		$450K Buy
1,310
+280
+27% +$94.4K 0.23% 103
2022
Q4 		$377K Buy
1,030
+165
+19% +$58.5K 0.22% 109
2022
Q3 		$280K Buy
865
+145
+20% +$45.9K 0.17% 123
2022
Q2 		$233K Buy
+720
New +$216K 0.14% 148

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 Effects's LLY Position: Q1 2026 in Review

Wealth Effects reduced its Eli Lilly (LLY) stake by 10% in Q1 2026, selling an estimated $85.2K and leaving 734 shares worth $675K. The position accounts for 0.24% of the portfolio, ranked #81.

Wealth Effects first reported a position in LLY in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.48M in Q2 2024. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Wealth Effects held 734 shares of Eli Lilly worth $675K as of Q1 2026.
  • Wealth Effects sold 84 Eli Lilly shares in Q1 2026, an estimated $85.2K.
  • Eli Lilly made up 0.24% of Wealth Effects's portfolio in Q1 2026, its #81 holding.
  • Wealth Effects first reported a position in Eli Lilly in Q2 2022 and has held it in 16 quarters since.
  • Wealth Effects's Eli Lilly position peaked at $2.48M in Q2 2024.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.