Ackerman Capital Advisors’s Eli Lilly LLY Stock Holding History

Ackerman Capital 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	$247K	Hold	269	–	–	0.05%	96
2025 Q4	$289K	Sell	269 -3	-1%	-$2.87K	0.06%	95
2025 Q3	$208K	Hold	272	–	–	0.04%	104
2025 Q2	$212K	Buy	272 +15	+6%	+$11.7K	0.05%	102
2025 Q1	$212K	Buy	+257	New	+$214K	0.06%	94
2024 Q4	–	Sell	-257	Closed	-$228K	–	104
2024 Q3	$228K	Hold	257	–	–	0.06%	89
2024 Q2	$233K	Buy	+257	New	+$206K	0.06%	89

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

Ackerman Capital Advisors's LLY Position: Q1 2026 in Review

Ackerman Capital Advisors held its Eli Lilly (LLY) position steady in Q1 2026 at 269 shares worth $247K. The position accounts for 0.05% of the portfolio, ranked #96.

Ackerman Capital Advisors first reported a position in LLY in Q2 2024 and has held it in 7 quarters since. The position peaked at $289K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Ackerman Capital Advisors held 269 shares of Eli Lilly worth $247K as of Q1 2026.
Ackerman Capital Advisors left its Eli Lilly share count unchanged in Q1 2026.
Eli Lilly made up 0.05% of Ackerman Capital Advisors's portfolio in Q1 2026, its #96 holding.
Ackerman Capital Advisors first reported a position in Eli Lilly in Q2 2024 and has held it in 7 quarters since.
Ackerman Capital Advisors's Eli Lilly position peaked at $289K in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Ackerman Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.