WJ Wealth Management’s Eli Lilly LLY Stock Holding History

WJ Wealth 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	$556K	Sell	605 -1	-0.2%	-$1.01K	0.26%	50
2025 Q4	$651K	Hold	606	–	–	0.29%	46
2025 Q3	$523K	Sell	606 -406	-40%	-$302K	0.23%	50
2025 Q2	$789K	Hold	1,012	–	–	0.25%	57
2025 Q1	$836K	Sell	1,012 -80	-7%	-$66.6K	0.3%	50
2024 Q4	$843K	Sell	1,092 -4,664	-81%	-$3.86M	0.29%	48
2024 Q3	$5.1M	Buy	5,756 +1,054	+22%	+$948K	1.8%	18
2024 Q2	$4.26M	Buy	4,702 +1,552	+49%	+$1.24M	1.55%	19
2024 Q1	$2.45M	Buy	3,150 +906	+40%	+$645K	0.98%	27
2023 Q4	$1.31M	Buy	2,244 +540	+32%	+$315K	0.57%	37
2023 Q3	$915K	Buy	1,704 +904	+113%	+$466K	0.44%	34
2023 Q2	$375K	Buy	+800	New	+$335K	0.18%	48
2023 Q1	–	Sell	-600	Closed	-$220K	–	61
2022 Q4	$220K	Buy	+600	New	+$213K	0.13%	54
2022 Q3	–	Sell	-700	Closed	-$226K	–	55
2022 Q2	$226K	Buy	+700	New	+$210K	0.16%	47

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

WJ Wealth Management's LLY Position: Q1 2026 in Review

WJ Wealth Management reduced its Eli Lilly (LLY) stake by 0.17% in Q1 2026, selling an estimated $1.01K and leaving 605 shares worth $556K. The position accounts for 0.26% of the portfolio, ranked #50.

WJ Wealth Management first reported a position in LLY in Q2 2022 and has held it in 14 quarters since. The position peaked at $5.1M in Q3 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

WJ Wealth Management held 605 shares of Eli Lilly worth $556K as of Q1 2026.
WJ Wealth Management sold 1 Eli Lilly share in Q1 2026, an estimated $1.01K.
Eli Lilly made up 0.26% of WJ Wealth Management's portfolio in Q1 2026, its #50 holding.
WJ Wealth Management first reported a position in Eli Lilly in Q2 2022 and has held it in 14 quarters since.
WJ Wealth Management's Eli Lilly position peaked at $5.1M in Q3 2024.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on WJ Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.