Winch Advisory Services’s Eli Lilly LLY Stock Holding History

Winch Advisory 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	$94.9K	Hold	103	–	–	0.02%	136
2025 Q4	$111K	Hold	103	–	–	0.02%	126
2025 Q3	$78.7K	Buy	103 +5	+5%	+$3.72K	0.02%	143
2025 Q2	$76.4K	Hold	98	–	–	0.02%	139
2025 Q1	$80.9K	Buy	98 +11	+13%	+$9.15K	0.02%	131
2024 Q4	$67.2K	Buy	87 +5	+6%	+$4.14K	0.02%	140
2024 Q3	$72.6K	Hold	82	–	–	0.02%	128
2024 Q2	$74.2K	Hold	82	–	–	0.02%	124
2024 Q1	$63.8K	Hold	82	–	–	0.02%	130
2023 Q4	$47.8K	Hold	82	–	–	0.02%	149
2023 Q3	$44K	Hold	82	–	–	0.02%	147
2023 Q2	$38K	Hold	82	–	–	0.01%	147
2023 Q1	$28K	Hold	82	–	–	0.01%	169
2022 Q4	$30K	Hold	82	–	–	0.01%	155
2022 Q3	$27K	Hold	82	–	–	0.01%	148
2022 Q2	$27K	Hold	82	–	–	0.01%	150
2022 Q1	$23K	Hold	82	–	–	0.01%	193
2021 Q4	$23K	Hold	82	–	–	0.01%	191
2021 Q3	$19K	Hold	82	–	–	0.01%	209
2021 Q2	$19K	Hold	82	–	–	0.01%	204
2021 Q1	$15K	Hold	82	–	–	0.01%	216
2020 Q4	$14K	Hold	82	–	–	0.01%	194
2020 Q3	$12K	Hold	82	–	–	0.01%	188
2020 Q2	$13K	Hold	82	–	–	0.01%	173
2020 Q1	$11K	Hold	82	–	–	0.01%	161
2019 Q4	$11K	Hold	82	–	–	0.01%	201
2019 Q3	$9K	Sell	82 -87	-51%	-$9.69K	﹤0.01%	204
2019 Q2	$19K	Buy	169 +4	+2%	+$471	0.01%	153
2019 Q1	$21K	Hold	165	–	–	0.01%	145
2018 Q4	$19K	Hold	165	–	–	0.01%	134
2018 Q3	$18K	Hold	165	–	–	0.01%	146
2018 Q2	$14K	Hold	165	–	–	0.01%	175
2018 Q1	$13K	Hold	165	–	–	0.01%	175
2017 Q4	$14K	Hold	165	–	–	0.01%	164
2017 Q3	$14K	Hold	165	–	–	0.01%	151
2017 Q2	$14K	Hold	165	–	–	0.01%	171
2017 Q1	$14K	Sell	165 -16	-9%	-$1.28K	0.01%	160
2016 Q4	$13K	Sell	181 -88	-33%	-$6.55K	0.01%	140
2016 Q3	$22K	Sell	269 -38	-12%	-$3.04K	0.02%	113
2016 Q2	$24K	Buy	307 +151	+97%	+$11.4K	0.03%	98
2016 Q1	$11K	Sell	156 -117	-43%	-$8.85K	0.02%	111
2015 Q4	$23K	Buy	273 +40	+17%	+$3.32K	0.03%	77
2015 Q3	$20K	Sell	233 -32,793	-99%	-$2.77M	0.03%	83
2015 Q2	$2.76M	Sell	33,026 -13,618	-29%	-$1.04M	1.51%	20
2015 Q1	$3.39M	Sell	46,644 -18,525	-28%	-$1.32M	1.97%	17
2014 Q4	$4.5M	Buy	65,169 +55,334	+563%	+$3.73M	2.45%	14
2014 Q3	$638K	Buy	+9,835	New	+$623K	0.41%	45

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

Winch Advisory Services's LLY Position: Q1 2026 in Review

Winch Advisory Services held its Eli Lilly (LLY) position steady in Q1 2026 at 103 shares worth $94.9K. The position accounts for 0.02% of the portfolio, ranked #136.

Winch Advisory Services first reported a position in LLY in Q3 2014 and has held it in 47 quarters since. The position peaked at $4.5M in Q4 2014. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Winch Advisory Services held 103 shares of Eli Lilly worth $94.9K as of Q1 2026.
Winch Advisory Services left its Eli Lilly share count unchanged in Q1 2026.
Eli Lilly made up 0.02% of Winch Advisory Services's portfolio in Q1 2026, its #136 holding.
Winch Advisory Services first reported a position in Eli Lilly in Q3 2014 and has held it in 47 quarters since.
Winch Advisory Services's Eli Lilly position peaked at $4.5M in Q4 2014.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Winch Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.