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Abbot Financial Management’s Eli Lilly LLY Stock Holding History

Abbot Financial 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
2021
Q1 		– Sell
-2,100
Closed -$355K – 143
2020
Q4 		$355K Hold
2,100
– – 0.2% 90
2020
Q3 		$311K Buy
2,100
+1,100
+110% +$170K 0.2% 91
2020
Q2 		$165K Sell
1,000
-200
-17% -$30.7K 0.11% 112
2020
Q1 		$167K Sell
1,200
-100
-8% -$13.7K 0.14% 103
2019
Q4 		$171K Buy
+1,300
New +$151K 0.11% 124

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

Abbot Financial Management's LLY Position: Q1 2026 in Review

Abbot Financial Management sold out of Eli Lilly (LLY) in Q1 2026, closing a stake of 208 shares — an estimated $224K sold.

Abbot Financial Management first reported a position in LLY in Q4 2019 and held it in 8 quarters. The position peaked at $224K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Abbot Financial Management reported no remaining Eli Lilly position as of Q1 2026 after selling out during the quarter.
  • Abbot Financial Management sold 208 Eli Lilly shares in Q1 2026, an estimated $224K.
  • Abbot Financial Management first reported a position in Eli Lilly in Q4 2019 and held it in 8 quarters.
  • Abbot Financial Management's Eli Lilly position peaked at $224K in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Abbot Financial Management's 13F filing for Q1 2026, filed 13 May 2026.