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Wills Financial Group’s Eli Lilly LLY Stock Holding History

Wills Financial 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 		$1.03M Buy
1,019
+181
+22% +$183K 0.39% 47
2025
Q4 		$901K Buy
838
+139
+20% +$133K 0.34% 48
2025
Q3 		$533K Buy
+699
New +$520K 0.22% 49

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
BlackRock
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wills Financial Group's LLY Position: Q1 2026 in Review

Wills Financial Group increased its Eli Lilly (LLY) stake by 22% in Q1 2026, buying an estimated $183K and bringing the position to 1,019 shares worth $1.03M. The position accounts for 0.39% of the portfolio, ranked #47.

Wills Financial Group first reported a position in LLY in Q3 2025 and has held it in 3 quarters since. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Wills Financial Group held 1,019 shares of Eli Lilly worth $1.03M as of Q1 2026.
  • Wills Financial Group bought 181 Eli Lilly shares in Q1 2026, an estimated $183K.
  • Eli Lilly made up 0.39% of Wills Financial Group's portfolio in Q1 2026, its #47 holding.
  • Wills Financial Group first reported a position in Eli Lilly in Q3 2025 and has held it in 3 quarters since.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Wills Financial Group's 13F filing for Q1 2026, filed 14 May 2026.