Wedgewood Investors’s Eli Lilly LLY Stock Holding History

Wedgewood Investors’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	$460K	Sell	500 -8	-2%	-$8.11K	0.53%	52
2025 Q4	$546K	Sell	508 -380	-43%	-$363K	0.62%	45
2025 Q3	$678K	Sell	888 -20	-2%	-$14.9K	0.74%	38
2025 Q2	$708K	Hold	908	–	–	0.82%	35
2025 Q1	$750K	Sell	908 -14	-2%	-$11.6K	0.89%	34
2024 Q4	$712K	Sell	922 -20	-2%	-$16.6K	0.84%	34
2024 Q3	$835K	Buy	942 +43	+5%	+$38.7K	0.91%	31
2024 Q2	$814K	Buy	+899	New	+$719K	0.97%	30
2023 Q4	$524K	Buy	899 +50	+6%	+$29.2K	0.65%	46
2023 Q3	$456K	Hold	849	–	–	0.62%	47
2023 Q2	$398K	Hold	849	–	–	0.51%	58
2023 Q1	$292K	Hold	849	–	–	0.38%	72
2022 Q4	$311K	Buy	+849	New	+$301K	0.41%	67

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

Wedgewood Investors's LLY Position: Q1 2026 in Review

Wedgewood Investors reduced its Eli Lilly (LLY) stake by 1.6% in Q1 2026, selling an estimated $8.11K and leaving 500 shares worth $460K. The position accounts for 0.53% of the portfolio, ranked #52.

Wedgewood Investors first reported a position in LLY in Q4 2022 and has held it in 13 quarters since. The position peaked at $835K in Q3 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Wedgewood Investors held 500 shares of Eli Lilly worth $460K as of Q1 2026.
Wedgewood Investors sold 8 Eli Lilly shares in Q1 2026, an estimated $8.11K.
Eli Lilly made up 0.53% of Wedgewood Investors's portfolio in Q1 2026, its #52 holding.
Wedgewood Investors first reported a position in Eli Lilly in Q4 2022 and has held it in 13 quarters since.
Wedgewood Investors's Eli Lilly position peaked at $835K in Q3 2024.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Wedgewood Investors's 13F filing for Q1 2026, filed 5 May 2026.