White Lighthouse Investment Management’s Eli Lilly LLY Stock Holding History

White Lighthouse Investment 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	$1.07M	Buy	+1,166	New	+$1.18M	0.15%	74

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

White Lighthouse Investment Management's LLY Position: Q1 2026 in Review

White Lighthouse Investment Management opened a new position in Eli Lilly (LLY) in Q1 2026: 1,166 shares worth $1.07M. The stake represents 0.15% of the portfolio and ranks #74 among its holdings.

4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

White Lighthouse Investment Management held 1,166 shares of Eli Lilly worth $1.07M as of Q1 2026.
Eli Lilly was a new White Lighthouse Investment Management position in Q1 2026.
Eli Lilly made up 0.15% of White Lighthouse Investment Management's portfolio in Q1 2026, its #74 holding.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on White Lighthouse Investment Management's 13F filing for Q1 2026, filed 15 May 2026.