Widmann Financial Services’s Eli Lilly LLY Stock Holding History

Widmann Financial Services’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	$955K	Hold	1,038	–	–	0.57%	51
2025 Q4	$1.12M	Buy	1,038 +75	+8%	+$71.7K	0.68%	38
2025 Q3	$735K	Buy	963 +2	+0.2%	+$1.49K	0.46%	61
2025 Q2	$749K	Buy	961 +5	+0.5%	+$3.88K	0.52%	53
2025 Q1	$790K	Hold	956	–	–	0.61%	48
2024 Q4	$738K	Hold	956	–	–	0.57%	49
2024 Q3	$847K	Sell	956 -8	-0.8%	-$7.19K	0.64%	47
2024 Q2	$873K	Sell	964 -200	-17%	-$160K	0.71%	45
2024 Q1	$906K	Hold	1,164	–	–	0.76%	45
2023 Q4	$679K	Hold	1,164	–	–	0.61%	50
2023 Q3	$625K	Hold	1,164	–	–	0.62%	49
2023 Q2	$546K	Sell	1,164 -50	-4%	-$21K	0.52%	50
2023 Q1	$417K	Hold	1,214	–	–	0.42%	54
2022 Q4	$444K	Sell	1,214 -60	-5%	-$21.3K	0.47%	51
2022 Q3	$412K	Hold	1,274	–	–	0.46%	55
2022 Q2	$413K	Hold	1,274	–	–	0.43%	57
2022 Q1	$364K	Hold	1,274	–	–	0.32%	62
2021 Q4	$351K	Buy	+1,274	New	+$323K	0.29%	62

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

Widmann Financial Services's LLY Position: Q1 2026 in Review

Widmann Financial Services held its Eli Lilly (LLY) position steady in Q1 2026 at 1,038 shares worth $955K. The position accounts for 0.57% of the portfolio, ranked #51.

Widmann Financial Services first reported a position in LLY in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.12M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Widmann Financial Services held 1,038 shares of Eli Lilly worth $955K as of Q1 2026.
Widmann Financial Services left its Eli Lilly share count unchanged in Q1 2026.
Eli Lilly made up 0.57% of Widmann Financial Services's portfolio in Q1 2026, its #51 holding.
Widmann Financial Services first reported a position in Eli Lilly in Q4 2021 and has held it in 18 quarters since.
Widmann Financial Services's Eli Lilly position peaked at $1.12M in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Widmann Financial Services's 13F filing for Q1 2026, filed 15 May 2026.