Accuvest Global Advisors’s Eli Lilly LLY Stock Holding History

Accuvest Global Advisors’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	$1.41M	Sell	1,472 -967	-40%	-$980K	1.32%	24
2025 Q4	$2.62M	Buy	+2,439	New	+$2.33M	1.93%	21
2025 Q3	–	Sell	-3,800	Closed	-$2.96M	–	88
2025 Q2	$2.96M	Buy	+3,800	New	+$2.95M	1.93%	21
2024 Q4	–	Sell	-3,600	Closed	-$3.19M	–	44
2024 Q3	$3.19M	Buy	+3,600	New	+$3.24M	2.74%	15
2024 Q2	–	Sell	-3,750	Closed	-$2.92M	–	73
2024 Q1	$2.92M	Sell	3,750 -150	-4%	-$107K	1.28%	27
2023 Q4	$2.27M	Sell	3,900 -16	-0.4%	-$9.34K	2.42%	18
2023 Q3	$2.1M	Sell	3,916 -484	-11%	-$249K	1.15%	29
2023 Q2	$2.06M	Sell	4,400 -1,200	-21%	-$503K	1.06%	30
2023 Q1	$1.92M	Buy	+5,600	New	+$1.89M	0.87%	26
2022 Q4	–	Sell	-708	Closed	-$229K	–	119
2022 Q3	$229K	Hold	708	–	–	0.16%	88
2022 Q2	$230K	Buy	+708	New	+$213K	0.15%	90

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

Accuvest Global Advisors's LLY Position: Q1 2026 in Review

Accuvest Global Advisors reduced its Eli Lilly (LLY) stake by 40% in Q1 2026, selling an estimated $980K and leaving 1,472 shares worth $1.41M. The position accounts for 1.32% of the portfolio, ranked #24.

Accuvest Global Advisors first reported a position in LLY in Q2 2022 and has held it in 11 quarters since. The position peaked at $3.19M in Q3 2024. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Accuvest Global Advisors held 1,472 shares of Eli Lilly worth $1.41M as of Q1 2026.
Accuvest Global Advisors sold 967 Eli Lilly shares in Q1 2026, an estimated $980K.
Eli Lilly made up 1.32% of Accuvest Global Advisors's portfolio in Q1 2026, its #24 holding.
Accuvest Global Advisors first reported a position in Eli Lilly in Q2 2022 and has held it in 11 quarters since.
Accuvest Global Advisors's Eli Lilly position peaked at $3.19M in Q3 2024.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Accuvest Global Advisors's 13F filing for Q1 2026, filed 11 May 2026.