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Aldebaran Financial’s Eli Lilly LLY Stock Holding History

Aldebaran Financial’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 		$1.8M Buy
1,953
+101
+5% +$102K 1.71% 16
2025
Q4 		$2M Buy
1,852
+90
+5% +$86.1K 1.85% 16
2025
Q3 		$1.34M Buy
1,762
+319
+22% +$237K 1.35% 17
2025
Q2 		$1.12M Buy
1,443
+191
+15% +$148K 1.24% 20
2025
Q1 		$1.03M Sell
1,252
-10
-0.8% -$8.32K 1.26% 19
2024
Q4 		$977K Buy
1,262
+169
+15% +$140K 1.14% 20
2024
Q3 		$968K Buy
1,093
+370
+51% +$333K 1.14% 22
2024
Q2 		$655K Buy
723
+110
+18% +$88K 0.86% 30
2024
Q1 		$477K Buy
613
+10
+2% +$7.12K 0.67% 38
2023
Q4 		$352K Hold
603
– – 0.52% 46
2023
Q3 		$324K Buy
+603
New +$311K 0.51% 46
2023
Q1 		– Sell
-1,037
Closed -$379K – 78
2022
Q4 		$379K Sell
1,037
-125
-11% -$44.3K 0.41% 58
2022
Q3 		$378K Hold
1,162
– – 0.42% 59
2022
Q2 		$372K Hold
1,162
– – 0.39% 57
2022
Q1 		$333K Buy
1,162
+100
+9% +$25.7K 0.26% 70
2021
Q4 		$293K Hold
1,062
– – 0.22% 73
2021
Q3 		$245K Hold
1,062
– – 0.2% 77
2021
Q2 		$245K Buy
+1,062
New +$213K 0.2% 76
2020
Q2 		– Sell
-5,850
Closed -$812K – 86
2020
Q1 		$812K Hold
5,850
– – 0.79% 45
2019
Q4 		$769K Hold
5,850
– – 0.58% 59
2019
Q3 		$649K Hold
5,850
– – 0.43% 70
2019
Q2 		$648K Hold
5,850
– – 0.45% 70
2019
Q1 		$759K Hold
5,850
– – 0.53% 64
2018
Q4 		$677K Sell
5,850
-100
-2% -$11.2K 0.52% 63
2018
Q3 		$638K Hold
5,950
– – 0.41% 71
2018
Q2 		$508K Hold
5,950
– – 0.35% 74
2018
Q1 		$460K Hold
5,950
– – 0.31% 76
2017
Q4 		$503K Hold
5,950
– – 0.33% 69
2017
Q3 		$509K Hold
5,950
– – 0.35% 70
2017
Q2 		$490K Buy
5,950
+850
+17% +$69.3K 0.36% 68
2017
Q1 		$429K Sell
5,100
-50
-1% -$4K 0.33% 73
2016
Q4 		$379K Sell
5,150
-1,000
-16% -$74.5K 0.3% 77
2016
Q3 		$494K Hold
6,150
– – 0.39% 69
2016
Q2 		$489K Hold
6,150
– – 0.39% 67
2016
Q1 		$443K Hold
6,150
– – 0.39% 70
2015
Q4 		$511K Buy
6,150
+750
+14% +$62.2K 0.47% 65
2015
Q3 		$452K Sell
5,400
-750
-12% -$63.3K 0.43% 69
2015
Q2 		$513K Hold
6,150
– – 0.43% 68
2015
Q1 		$447K Buy
6,150
+1,300
+27% +$92.6K 0.38% 72
2014
Q4 		$335K Sell
4,850
-750
-13% -$50.6K 0.29% 87
2014
Q3 		$363K Sell
5,600
-400
-7% -$25.3K 0.32% 81
2014
Q2 		$373K Buy
6,000
+750
+14% +$44.7K 0.29% 93
2014
Q1 		$309K Sell
5,250
-750
-13% -$41.9K 0.27% 97
2013
Q4 		$306K Buy
+6,000
New +$300K 0.29% 88

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

Aldebaran Financial's LLY Position: Q1 2026 in Review

Aldebaran Financial increased its Eli Lilly (LLY) stake by 5.5% in Q1 2026, buying an estimated $102K and bringing the position to 1,953 shares worth $1.8M. The position accounts for 1.71% of the portfolio, ranked #16.

Aldebaran Financial first reported a position in LLY in Q4 2013 and has held it in 44 quarters since. The position peaked at $2M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Aldebaran Financial held 1,953 shares of Eli Lilly worth $1.8M as of Q1 2026.
  • Aldebaran Financial bought 101 Eli Lilly shares in Q1 2026, an estimated $102K.
  • Eli Lilly made up 1.71% of Aldebaran Financial's portfolio in Q1 2026, its #16 holding.
  • Aldebaran Financial first reported a position in Eli Lilly in Q4 2013 and has held it in 44 quarters since.
  • Aldebaran Financial's Eli Lilly position peaked at $2M in Q4 2025.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Aldebaran Financial's 13F filing for Q1 2026, filed 14 May 2026.