WealthTrust Asset Management’s Eli Lilly LLY Stock Holding History

WealthTrust Asset Management’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	$2.04M	Buy	2,213 +638	+41%	+$647K	1.22%	19
2025 Q4	$1.69M	Buy	1,575 +512	+48%	+$490K	1.18%	20
2025 Q3	$811K	Sell	1,063 -175	-14%	-$130K	0.56%	43
2025 Q2	$965K	Sell	1,238 -68	-5%	-$52.8K	0.72%	31
2025 Q1	$1.08M	Sell	1,306 -596	-31%	-$496K	0.8%	27
2024 Q4	$1.47M	Sell	1,902 -33	-2%	-$27.3K	1.05%	24
2024 Q3	$1.71M	Sell	1,935 -1,091	-36%	-$981K	1.28%	20
2024 Q2	$2.74M	Sell	3,026 -18	-0.6%	-$14.4K	2%	14
2024 Q1	$2.37M	Buy	3,044 +4	+0.1%	+$2.85K	1.8%	14
2023 Q4	$1.77M	Sell	3,040 -208	-6%	-$121K	1.49%	18
2023 Q3	$1.74M	Buy	+3,248	New	+$1.67M	1.62%	17

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

WealthTrust Asset Management's LLY Position: Q1 2026 in Review

WealthTrust Asset Management increased its Eli Lilly (LLY) stake by 41% in Q1 2026, buying an estimated $647K and bringing the position to 2,213 shares worth $2.04M. The position accounts for 1.22% of the portfolio, ranked #19.

WealthTrust Asset Management first reported a position in LLY in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.74M in Q2 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

WealthTrust Asset Management held 2,213 shares of Eli Lilly worth $2.04M as of Q1 2026.
WealthTrust Asset Management bought 638 Eli Lilly shares in Q1 2026, an estimated $647K.
Eli Lilly made up 1.22% of WealthTrust Asset Management's portfolio in Q1 2026, its #19 holding.
WealthTrust Asset Management first reported a position in Eli Lilly in Q3 2023 and has held it in 11 quarters since.
WealthTrust Asset Management's Eli Lilly position peaked at $2.74M in Q2 2024.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on WealthTrust Asset Management's 13F filing for Q1 2026, filed 6 May 2026.