Wharton Business Group’s Eli Lilly LLY Stock Holding History

Wharton Business Group’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	$612K	Hold	665	–	–	0.02%	90
2025 Q4	$715K	Hold	665	–	–	0.03%	89
2025 Q3	$507K	Hold	665	–	–	0.02%	100
2025 Q2	$518K	Hold	665	–	–	0.02%	98
2025 Q1	$549K	Buy	665 +60	+10%	+$49.9K	0.02%	95
2024 Q4	$467K	Hold	605	–	–	0.02%	99
2024 Q3	$536K	Hold	605	–	–	0.02%	98
2024 Q2	$548K	Buy	605 +30	+5%	+$24K	0.03%	92
2024 Q1	$447K	Hold	575	–	–	0.02%	101
2023 Q4	$335K	Hold	575	–	–	0.02%	106
2023 Q3	$309K	Hold	575	–	–	0.02%	115
2023 Q2	$270K	Buy	+575	New	+$241K	0.02%	115
2023 Q1	–	Sell	-575	Closed	-$210K	–	140
2022 Q4	$210K	Buy	+575	New	+$204K	0.01%	134

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

Wharton Business Group's LLY Position: Q1 2026 in Review

Wharton Business Group held its Eli Lilly (LLY) position steady in Q1 2026 at 665 shares worth $612K. The position accounts for 0.02% of the portfolio, ranked #90.

Wharton Business Group first reported a position in LLY in Q4 2022 and has held it in 13 quarters since. The position peaked at $715K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Wharton Business Group held 665 shares of Eli Lilly worth $612K as of Q1 2026.
Wharton Business Group left its Eli Lilly share count unchanged in Q1 2026.
Eli Lilly made up 0.02% of Wharton Business Group's portfolio in Q1 2026, its #90 holding.
Wharton Business Group first reported a position in Eli Lilly in Q4 2022 and has held it in 13 quarters since.
Wharton Business Group's Eli Lilly position peaked at $715K in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Wharton Business Group's 13F filing for Q1 2026, filed 7 May 2026.