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Wood Tarver Financial Group’s Eli Lilly LLY Stock Holding History

Wood Tarver 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 		$354K Buy
385
+14
+4% +$14.2K 0.1% 115
2025
Q4 		$398K Sell
371
-252
-40% -$241K 0.11% 108
2025
Q3 		$475K Hold
623
– – 0.14% 93
2025
Q2 		$485K Hold
623
– – 0.15% 85
2025
Q1 		$515K Hold
623
– – 0.17% 79
2024
Q4 		$480K Buy
+623
New +$516K 0.16% 82

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

Wood Tarver Financial Group's LLY Position: Q1 2026 in Review

Wood Tarver Financial Group increased its Eli Lilly (LLY) stake by 3.8% in Q1 2026, buying an estimated $14.2K and bringing the position to 385 shares worth $354K. The position accounts for 0.1% of the portfolio, ranked #115.

Wood Tarver Financial Group first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $515K in Q1 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Wood Tarver Financial Group held 385 shares of Eli Lilly worth $354K as of Q1 2026.
  • Wood Tarver Financial Group bought 14 Eli Lilly shares in Q1 2026, an estimated $14.2K.
  • Eli Lilly made up 0.1% of Wood Tarver Financial Group's portfolio in Q1 2026, its #115 holding.
  • Wood Tarver Financial Group first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
  • Wood Tarver Financial Group's Eli Lilly position peaked at $515K in Q1 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.