WorthPointe’s Eli Lilly LLY Stock Holding History

WorthPointe’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	$234K	Sell	254 -43	-14%	-$43.6K	0.06%	106
2025 Q4	$319K	Buy	+297	New	+$284K	0.08%	103
2025 Q2	–	Sell	-420	Closed	-$347K	–	102
2025 Q1	$347K	Sell	420 -31	-7%	-$25.8K	0.16%	66
2024 Q4	$348K	Sell	451 -18	-4%	-$14.9K	0.14%	66
2024 Q3	$416K	Buy	469 +204	+77%	+$183K	0.17%	55
2024 Q2	$240K	Buy	+265	New	+$212K	0.11%	64
2023 Q4	–	Sell	-428	Closed	-$230K	–	79
2023 Q3	$230K	Buy	+428	New	+$221K	0.14%	63

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

WorthPointe's LLY Position: Q1 2026 in Review

WorthPointe reduced its Eli Lilly (LLY) stake by 14% in Q1 2026, selling an estimated $43.6K and leaving 254 shares worth $234K. The position accounts for 0.06% of the portfolio, ranked #106.

WorthPointe first reported a position in LLY in Q3 2023 and has held it in 7 quarters since. The position peaked at $416K in Q3 2024. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

WorthPointe held 254 shares of Eli Lilly worth $234K as of Q1 2026.
WorthPointe sold 43 Eli Lilly shares in Q1 2026, an estimated $43.6K.
Eli Lilly made up 0.06% of WorthPointe's portfolio in Q1 2026, its #106 holding.
WorthPointe first reported a position in Eli Lilly in Q3 2023 and has held it in 7 quarters since.
WorthPointe's Eli Lilly position peaked at $416K in Q3 2024.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on WorthPointe's 13F filing for Q1 2026, filed 12 May 2026.