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Wealth Management Associates’s Eli Lilly LLY Stock Holding History

Wealth Management Associates’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 		$2.53M Sell
2,755
-938
-25% -$951K 0.87% 27
2025
Q4 		$3.97M Buy
3,693
+5
+0.1% +$4.78K 1.38% 16
2025
Q3 		$2.81M Sell
3,688
-28
-0.8% -$20.8K 1% 24
2025
Q2 		$2.9M Buy
3,716
+24
+0.7% +$18.6K 1.13% 19
2025
Q1 		$3.05M Buy
3,692
+3
+0.1% +$2.5K 1.31% 18
2024
Q4 		$2.85M Sell
3,689
-21
-0.6% -$17.4K 1.22% 18
2024
Q3 		$3.29M Sell
3,710
-8
-0.2% -$7.19K 1.45% 14
2024
Q2 		$3.37M Hold
3,718
– – 1.58% 13
2024
Q1 		$3.37M Sell
3,718
-190
-5% -$135K 1.58% 13
2023
Q4 		$2.28M Buy
3,908
+83
+2% +$48.4K 1.2% 17
2023
Q3 		$2.05M Buy
3,825
+19
+0.5% +$9.79K 1.2% 18
2023
Q2 		$1.78M Sell
3,806
-778
-17% -$326K 1.01% 23
2023
Q1 		$1.57M Sell
4,584
-63
-1% -$21.2K 0.97% 24
2022
Q4 		$1.7M Sell
4,647
-496
-10% -$176K 1.13% 22
2022
Q3 		$1.66M Sell
5,143
-66
-1% -$20.9K 1.17% 19
2022
Q2 		$1.69M Sell
5,209
-103
-2% -$30.9K 1.15% 20
2022
Q1 		$1.52M Hold
5,312
– – 0.86% 24
2021
Q4 		$1.47M Sell
5,312
-118
-2% -$29.9K 0.79% 26
2021
Q3 		$1.25M Sell
5,430
-47
-0.9% -$11.6K 0.73% 29
2021
Q2 		$1.26M Buy
5,477
+1,028
+23% +$206K 0.71% 30
2021
Q1 		$831K Buy
4,449
+739
+20% +$145K 0.53% 45
2020
Q4 		$626K Buy
3,710
+4
+0.1% +$597 0.41% 56
2020
Q3 		$549K Buy
3,706
+4
+0.1% +$619 0.42% 54
2020
Q2 		$608K Buy
3,702
+803
+28% +$123K 0.51% 50
2020
Q1 		$402K Buy
2,899
+4
+0.1% +$550 0.41% 59
2019
Q4 		$380K Buy
2,895
+4
+0.1% +$464 0.27% 85
2019
Q3 		$323K Buy
2,891
+4
+0.1% +$445 0.26% 89
2019
Q2 		$320K Buy
2,887
+4
+0.1% +$471 0.32% 65
2019
Q1 		$374K Buy
+2,883
New +$351K 0.41% 61

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 Management Associates's LLY Position: Q1 2026 in Review

Wealth Management Associates reduced its Eli Lilly (LLY) stake by 25% in Q1 2026, selling an estimated $951K and leaving 2,755 shares worth $2.53M. The position accounts for 0.87% of the portfolio, ranked #27.

Wealth Management Associates first reported a position in LLY in Q1 2019 and has held it in 29 quarters since. The position peaked at $3.97M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Wealth Management Associates held 2,755 shares of Eli Lilly worth $2.53M as of Q1 2026.
  • Wealth Management Associates sold 938 Eli Lilly shares in Q1 2026, an estimated $951K.
  • Eli Lilly made up 0.87% of Wealth Management Associates's portfolio in Q1 2026, its #27 holding.
  • Wealth Management Associates first reported a position in Eli Lilly in Q1 2019 and has held it in 29 quarters since.
  • Wealth Management Associates's Eli Lilly position peaked at $3.97M in Q4 2025.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.