Wilkinson Global Asset Management’s Eli Lilly LLY Stock Holding History

Wilkinson Global Asset 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	$386K	Hold	420	–	–	0.03%	46
2025 Q4	$451K	Hold	420	–	–	0.03%	48
2025 Q3	$320K	Hold	420	–	–	0.02%	55
2025 Q2	$327K	Hold	420	–	–	0.02%	58
2025 Q1	$347K	Sell	420 -21	-5%	-$17.5K	0.02%	60
2024 Q4	$340K	Hold	441	–	–	0.02%	64
2024 Q3	$391K	Sell	441 -30	-6%	-$27K	0.02%	62
2024 Q2	$426K	Sell	471 -50	-10%	-$40K	0.03%	63
2024 Q1	$405K	Hold	521	–	–	0.03%	66
2023 Q4	$304K	Sell	521 -50	-9%	-$29.2K	0.02%	72
2023 Q3	$307K	Buy	571 +21	+4%	+$10.8K	0.02%	73
2023 Q2	$258K	Buy	+550	New	+$231K	0.02%	81
2023 Q1	–	Sell	-550	Closed	-$201K	–	95
2022 Q4	$201K	Buy	+550	New	+$195K	0.02%	94

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

Wilkinson Global Asset Management's LLY Position: Q1 2026 in Review

Wilkinson Global Asset Management held its Eli Lilly (LLY) position steady in Q1 2026 at 420 shares worth $386K. The position accounts for 0.03% of the portfolio, ranked #46.

Wilkinson Global Asset Management first reported a position in LLY in Q4 2022 and has held it in 13 quarters since. The position peaked at $451K in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Wilkinson Global Asset Management held 420 shares of Eli Lilly worth $386K as of Q1 2026.
Wilkinson Global Asset Management left its Eli Lilly share count unchanged in Q1 2026.
Eli Lilly made up 0.03% of Wilkinson Global Asset Management's portfolio in Q1 2026, its #46 holding.
Wilkinson Global Asset Management first reported a position in Eli Lilly in Q4 2022 and has held it in 13 quarters since.
Wilkinson Global Asset Management's Eli Lilly position peaked at $451K in Q4 2025.
4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Wilkinson Global Asset Management's 13F filing for Q1 2026, filed 13 May 2026.