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WealthShield Partners’s Eli Lilly LLY Stock Holding History

WealthShield Partners’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 		$2.79M Sell
3,032
-90
-3% -$91.2K 0.31% 89
2025
Q4 		$3.36M Sell
3,122
-43
-1% -$41.1K 0.37% 72
2025
Q3 		$2.41M Sell
3,165
-70
-2% -$52.1K 0.27% 98
2025
Q2 		$2.52M Sell
3,235
-52
-2% -$40.4K 0.3% 93
2025
Q1 		$2.71M Buy
3,287
+306
+10% +$255K 0.35% 86
2024
Q4 		$2.3M Sell
2,981
-677
-19% -$561K 0.33% 89
2024
Q3 		$3.24M Sell
3,658
-146
-4% -$131K 0.44% 65
2024
Q2 		$3.44M Buy
3,804
+339
+10% +$271K 0.52% 51
2024
Q1 		$2.7M Sell
3,465
-770
-18% -$548K 0.44% 68
2023
Q4 		$2.47M Buy
4,235
+2,168
+105% +$1.27M 0.41% 70
2023
Q3 		$1.11M Buy
2,067
+1,186
+135% +$611K 0.17% 137
2023
Q2 		$413K Buy
881
+210
+31% +$88.1K 0.06% 218
2023
Q1 		$230K Hold
671
– – 0.04% 279
2022
Q4 		$245K Buy
671
+18
+3% +$6.38K 0.05% 261
2022
Q3 		$211K Sell
653
-5
-0.8% -$1.58K 0.04% 280
2022
Q2 		$213K Buy
+658
New +$198K 0.04% 279
2022
Q1 		– Sell
-1,003
Closed -$277K – 359
2021
Q4 		$277K Buy
+1,003
New +$254K 0.05% 242
2021
Q3 		– Sell
-284
Closed -$65K – 512
2021
Q2 		$65K Hold
284
– – 0.01% 425
2021
Q1 		$53K Sell
284
-1,381
-83% -$270K 0.01% 447
2020
Q4 		$281K Buy
1,665
+29
+2% +$4.33K 0.05% 241
2020
Q3 		$242K Sell
1,636
-13
-0.8% -$2.01K 0.08% 222
2020
Q2 		$271K Buy
+1,649
New +$253K 0.12% 161

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

WealthShield Partners's LLY Position: Q1 2026 in Review

WealthShield Partners reduced its Eli Lilly (LLY) stake by 2.9% in Q1 2026, selling an estimated $91.2K and leaving 3,032 shares worth $2.79M. The position accounts for 0.31% of the portfolio, ranked #89.

WealthShield Partners first reported a position in LLY in Q2 2020 and has held it in 22 quarters since. The position peaked at $3.44M in Q2 2024. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • WealthShield Partners held 3,032 shares of Eli Lilly worth $2.79M as of Q1 2026.
  • WealthShield Partners sold 90 Eli Lilly shares in Q1 2026, an estimated $91.2K.
  • Eli Lilly made up 0.31% of WealthShield Partners's portfolio in Q1 2026, its #89 holding.
  • WealthShield Partners first reported a position in Eli Lilly in Q2 2020 and has held it in 22 quarters since.
  • WealthShield Partners's Eli Lilly position peaked at $3.44M in Q2 2024.
  • 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.