XWL
LLY icon

XXI Wealth LLC’s Eli Lilly LLY Stock Holding History

XXI Wealth LLC’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 		$2.8M Sell
3,040
-792
-21% -$803K 1.58% 13
2025
Q4 		$4.12M Buy
+3,832
New +$3.66M 2.5% 7

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

XXI Wealth LLC's LLY Position: Q1 2026 in Review

XXI Wealth LLC reduced its Eli Lilly (LLY) stake by 21% in Q1 2026, selling an estimated $803K and leaving 3,040 shares worth $2.8M. The position accounts for 1.58% of the portfolio, ranked #13.

XXI Wealth LLC first reported a position in LLY in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.12M in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • XXI Wealth LLC held 3,040 shares of Eli Lilly worth $2.8M as of Q1 2026.
  • XXI Wealth LLC sold 792 Eli Lilly shares in Q1 2026, an estimated $803K.
  • Eli Lilly made up 1.58% of XXI Wealth LLC's portfolio in Q1 2026, its #13 holding.
  • XXI Wealth LLC first reported a position in Eli Lilly in Q4 2025 and has held it in 2 quarters since.
  • XXI Wealth LLC's Eli Lilly position peaked at $4.12M in Q4 2025.
  • 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on XXI Wealth LLC's 13F filing for Q1 2026, filed 7 May 2026.