Wealthspan Partners’s Eli Lilly LLY Stock Holding History

Wealthspan 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	$1.94M	Buy	2,111 +1	+0%	+$1.01K	0.68%	34
2025 Q4	$2.27M	Buy	2,110 +10	+0.5%	+$9.56K	0.82%	30
2025 Q3	$1.6M	Hold	2,100	–	–	0.61%	36
2025 Q2	$1.64M	Buy	2,100 +4	+0.2%	+$3.11K	0.68%	33
2025 Q1	$1.73M	Buy	2,096 +2	+0.1%	+$1.66K	0.8%	30
2024 Q4	$1.62M	Buy	2,094 +12	+0.6%	+$9.94K	0.77%	30
2024 Q3	$1.84M	Hold	2,082	–	–	0.91%	26
2024 Q2	$1.89M	Hold	2,082	–	–	1.04%	22
2024 Q1	$1.62M	Buy	2,082 +28	+1%	+$19.9K	0.95%	22
2023 Q4	$1.2M	Hold	2,054	–	–	0.84%	22
2023 Q3	$1.1M	Sell	2,054 -16	-0.8%	-$8.24K	0.87%	21
2023 Q2	$971K	Buy	2,070 +1	+0%	+$419	0.77%	23
2023 Q1	$711K	Sell	2,069 -10	-0.5%	-$3.37K	0.61%	31
2022 Q4	$761K	Buy	2,079 +5	+0.2%	+$1.77K	0.69%	27
2022 Q3	$671K	Buy	2,074 +14	+0.7%	+$4.44K	0.69%	31
2022 Q2	$668K	Buy	2,060 +12	+0.6%	+$3.6K	0.69%	28
2022 Q1	$586K	Sell	2,048 -26	-1%	-$6.69K	0.53%	32
2021 Q4	$573K	Buy	+2,074	New	+$526K	0.51%	38

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wealthspan Partners's LLY Position: Q1 2026 in Review

Wealthspan Partners increased its Eli Lilly (LLY) stake by 0.05% in Q1 2026, buying an estimated $1.01K and bringing the position to 2,111 shares worth $1.94M. The position accounts for 0.68% of the portfolio, ranked #34.

Wealthspan Partners first reported a position in LLY in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.27M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Wealthspan Partners held 2,111 shares of Eli Lilly worth $1.94M as of Q1 2026.
Wealthspan Partners bought 1 Eli Lilly share in Q1 2026, an estimated $1.01K.
Eli Lilly made up 0.68% of Wealthspan Partners's portfolio in Q1 2026, its #34 holding.
Wealthspan Partners first reported a position in Eli Lilly in Q4 2021 and has held it in 18 quarters since.
Wealthspan Partners's Eli Lilly position peaked at $2.27M in Q4 2025.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.