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Wedbush Securities’s Eli Lilly LLY Stock Holding History

Wedbush Securities’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 		$16.9M Buy
18,405
+331
+2% +$336K 0.49% 26
2025
Q4 		$19.4M Buy
18,074
+1,645
+10% +$1.57M 0.57% 21
2025
Q3 		$12.5M Buy
16,429
+516
+3% +$384K 0.41% 30
2025
Q2 		$12.4M Sell
15,913
-1,624
-9% -$1.26M 0.43% 30
2025
Q1 		$14.5M Sell
17,537
-663
-4% -$552K 0.53% 26
2024
Q4 		$14.1M Sell
18,200
-2,359
-11% -$1.95M 0.5% 23
2024
Q3 		$18.2M Sell
20,559
-3,942
-16% -$3.54M 0.68% 18
2024
Q2 		$22.2M Buy
24,501
+809
+3% +$647K 0.79% 13
2024
Q1 		$18.4M Buy
23,692
+2,967
+14% +$2.11M 0.69% 17
2023
Q4 		$12.1M Buy
20,725
+1,906
+10% +$1.11M 0.54% 24
2023
Q3 		$10.1M Buy
18,819
+1,957
+12% +$1.01M 0.5% 26
2023
Q2 		$7.91M Buy
16,862
+2,577
+18% +$1.08M 0.38% 37
2023
Q1 		$4.91M Sell
14,285
-637
-4% -$215K 0.25% 71
2022
Q4 		$5.46M Buy
14,922
+1,418
+11% +$503K 0.3% 55
2022
Q3 		$4.37M Buy
13,504
+1,121
+9% +$355K 0.25% 63
2022
Q2 		$4.01M Buy
12,383
+774
+7% +$232K 0.22% 69
2022
Q1 		$3.32M Buy
11,609
+374
+3% +$96.3K 0.15% 106
2021
Q4 		$3.1M Buy
11,235
+5,887
+110% +$1.49M 0.13% 126
2021
Q3 		$1.24M Buy
5,348
+48
+0.9% +$11.8K 0.06% 304
2021
Q2 		$1.22M Sell
5,300
-738
-12% -$148K 0.06% 314
2021
Q1 		$1.13M Buy
6,038
+1,516
+34% +$297K 0.06% 295
2020
Q4 		$763K Buy
4,522
+67
+2% +$10K 0.07% 319
2020
Q3 		$659K Sell
4,455
-214
-5% -$33.1K 0.06% 336
2020
Q2 		$766K Sell
4,669
-121
-3% -$18.6K 0.07% 287
2020
Q1 		$665K Sell
4,790
-1,140
-19% -$157K 0.08% 280
2019
Q4 		$779K Sell
5,930
-71
-1% -$8.23K 0.07% 322
2019
Q3 		$671K Buy
6,001
+597
+11% +$66.5K 0.07% 337
2019
Q2 		$599K Sell
5,404
-457
-8% -$53.8K 0.06% 364
2019
Q1 		$761K Sell
5,861
-75
-1% -$9.12K 0.08% 280
2018
Q4 		$687K Sell
5,936
-829
-12% -$92.6K 0.09% 264
2018
Q3 		$726K Sell
6,765
-1,319
-16% -$132K 0.08% 266
2018
Q2 		$690K Sell
8,084
-463
-5% -$38K 0.09% 283
2018
Q1 		$661K Sell
8,547
-3,177
-27% -$256K 0.09% 284
2017
Q4 		$990K Sell
11,724
-906
-7% -$77.1K 0.12% 204
2017
Q3 		$1.08M Sell
12,630
-1,045
-8% -$85.7K 0.14% 158
2017
Q2 		$1.13M Sell
13,675
-390
-3% -$31.8K 0.15% 162
2017
Q1 		$1.18M Sell
14,065
-1,325
-9% -$106K 0.16% 140
2016
Q4 		$1.13M Buy
15,390
+1,082
+8% +$80.6K 0.17% 136
2016
Q3 		$1.15M Sell
14,308
-1,034
-7% -$82.8K 0.17% 131
2016
Q2 		$1.21M Buy
15,342
+1,451
+10% +$109K 0.2% 114
2016
Q1 		$1M Buy
13,891
+922
+7% +$69.8K 0.17% 128
2015
Q4 		$1.09M Buy
12,969
+337
+3% +$28K 0.2% 111
2015
Q3 		$1.06M Sell
12,632
-463
-4% -$39.1K 0.21% 107
2015
Q2 		$1.09M Sell
13,095
-1,357
-9% -$103K 0.2% 112
2015
Q1 		$1.05M Sell
14,452
-151
-1% -$10.8K 0.18% 122
2014
Q4 		$1.01M Sell
14,603
-1,292
-8% -$87.2K 0.15% 131
2014
Q3 		$1.03M Sell
15,895
-698
-4% -$44.2K 0.16% 124
2014
Q2 		$1.03M Sell
16,593
-3,899
-19% -$233K 0.16% 125
2014
Q1 		$1.21M Buy
20,492
+2,567
+14% +$143K 0.21% 109
2013
Q4 		$914K Buy
17,925
+2,702
+18% +$135K 0.22% 117
2013
Q3 		$766K Sell
15,223
-647
-4% -$33.9K 0.2% 124
2013
Q2 		$780K Buy
+15,870
New +$864K 0.21% 120

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

Wedbush Securities's LLY Position: Q1 2026 in Review

Wedbush Securities increased its Eli Lilly (LLY) stake by 1.8% in Q1 2026, buying an estimated $336K and bringing the position to 18,405 shares worth $16.9M. The position accounts for 0.49% of the portfolio, ranked #26.

Wedbush Securities first reported a position in LLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $22.2M in Q2 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Wedbush Securities held 18,405 shares of Eli Lilly worth $16.9M as of Q1 2026.
  • Wedbush Securities bought 331 Eli Lilly shares in Q1 2026, an estimated $336K.
  • Eli Lilly made up 0.49% of Wedbush Securities's portfolio in Q1 2026, its #26 holding.
  • Wedbush Securities first reported a position in Eli Lilly in Q2 2013 and has held it in 52 quarters since.
  • Wedbush Securities's Eli Lilly position peaked at $22.2M in Q2 2024.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.