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Winnow Wealth’s Eli Lilly LLY Stock Holding History

Winnow Wealth’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 		– Sell
-25
Closed -$26.9K – 367
2025
Q4 		$26.9K Hold
25
– – 0.02% 182
2025
Q3 		$19.1K Buy
+25
New +$18.6K 0.01% 205
2025
Q2 		– Sell
-24
Closed -$19.7K – 457
2025
Q1 		$19.7K Buy
24
+7
+41% +$5.83K 0.02% 189
2024
Q4 		$12.4K Buy
+17
New +$14.1K 0.01% 188

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Winnow Wealth's LLY Position: Q1 2026 in Review

Winnow Wealth sold out of Eli Lilly (LLY) in Q1 2026, closing a stake of 25 shares — an estimated $26.9K sold.

Winnow Wealth first reported a position in LLY in Q4 2024 and held it in 4 quarters. The position peaked at $26.9K in Q4 2025. 4,379 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Winnow Wealth reported no remaining Eli Lilly position as of Q1 2026 after selling out during the quarter.
  • Winnow Wealth sold 25 Eli Lilly shares in Q1 2026, an estimated $26.9K.
  • Winnow Wealth first reported a position in Eli Lilly in Q4 2024 and held it in 4 quarters.
  • Winnow Wealth's Eli Lilly position peaked at $26.9K in Q4 2025.
  • 4,379 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.