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Wimmer Associates 1’s Eli Lilly LLY Stock Holding History

Wimmer Associates 1’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 		$2.2M Buy
2,395
+85
+4% +$86.2K 1.08% 25
2025
Q4 		$2.48M Buy
2,310
+86
+4% +$82.2K 1.15% 22
2025
Q3 		$1.7M Sell
2,224
-45
-2% -$33.5K 0.82% 32
2025
Q2 		$1.77M Buy
2,269
+3
+0.1% +$2.33K 0.9% 29
2025
Q1 		$1.69M Buy
2,266
+66
+3% +$54.9K 0.89% 29
2024
Q4 		$1.7M Buy
2,200
+815
+59% +$675K 0.84% 29
2024
Q3 		$1.23M Sell
1,385
-7
-0.5% -$6.29K 0.6% 40
2024
Q2 		$1.26M Buy
1,392
+25
+2% +$20K 0.65% 40
2024
Q1 		$1.06M Hold
1,367
– – 0.56% 47
2023
Q4 		$797K Sell
1,367
-28
-2% -$16.3K 0.45% 52
2023
Q3 		$749K Buy
1,395
+110
+9% +$56.7K 0.47% 52
2023
Q2 		$603K Hold
1,285
– – 0.36% 66
2023
Q1 		$558K Buy
1,285
+85
+7% +$28.7K 0.36% 70
2022
Q4 		$439K Sell
1,200
-40
-3% -$14.2K 0.29% 80
2022
Q3 		$449K Sell
1,240
-5
-0.4% -$1.58K 0.3% 79
2022
Q2 		$404K Buy
1,245
+45
+4% +$13.5K 0.26% 81
2022
Q1 		$344K Sell
1,200
-210
-15% -$54K 0.19% 93
2021
Q4 		$389K Hold
1,410
– – 0.21% 90
2021
Q3 		$326K Hold
1,410
– – 0.19% 96
2021
Q2 		$324K Hold
1,410
– – 0.19% 97
2021
Q1 		$263K Buy
1,410
+55
+4% +$10.8K 0.14% 100
2020
Q4 		$229K Hold
1,355
– – 0.14% 107
2020
Q3 		$201K Buy
+1,355
New +$210K 0.14% 104

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

Wimmer Associates 1's LLY Position: Q1 2026 in Review

Wimmer Associates 1 increased its Eli Lilly (LLY) stake by 3.7% in Q1 2026, buying an estimated $86.2K and bringing the position to 2,395 shares worth $2.2M. The position accounts for 1.08% of the portfolio, ranked #25.

Wimmer Associates 1 first reported a position in LLY in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.48M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Wimmer Associates 1 held 2,395 shares of Eli Lilly worth $2.2M as of Q1 2026.
  • Wimmer Associates 1 bought 85 Eli Lilly shares in Q1 2026, an estimated $86.2K.
  • Eli Lilly made up 1.08% of Wimmer Associates 1's portfolio in Q1 2026, its #25 holding.
  • Wimmer Associates 1 first reported a position in Eli Lilly in Q3 2020 and has held it in 23 quarters since.
  • Wimmer Associates 1's Eli Lilly position peaked at $2.48M in Q4 2025.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Wimmer Associates 1's 13F filing for Q1 2026, filed 15 May 2026.