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Allium Financial Advisors’s Eli Lilly LLY Stock Holding History

Allium Financial 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 		$1.1M Buy
1,196
+9
+0.8% +$9.12K 0.88% 21
2025
Q4 		$1.28M Hold
1,187
– – 1.01% 20
2025
Q3 		$906K Sell
1,187
-174
-13% -$129K 0.75% 26
2025
Q2 		$1.06M Buy
1,361
+1
+0.1% +$777 0.92% 21
2025
Q1 		$1.12M Buy
+1,360
New +$1.13M 1.02% 18

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

Allium Financial Advisors's LLY Position: Q1 2026 in Review

Allium Financial Advisors increased its Eli Lilly (LLY) stake by 0.76% in Q1 2026, buying an estimated $9.12K and bringing the position to 1,196 shares worth $1.1M. The position accounts for 0.88% of the portfolio, ranked #21.

Allium Financial Advisors first reported a position in LLY in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.28M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Allium Financial Advisors held 1,196 shares of Eli Lilly worth $1.1M as of Q1 2026.
  • Allium Financial Advisors bought 9 Eli Lilly shares in Q1 2026, an estimated $9.12K.
  • Eli Lilly made up 0.88% of Allium Financial Advisors's portfolio in Q1 2026, its #21 holding.
  • Allium Financial Advisors first reported a position in Eli Lilly in Q1 2025 and has held it in 5 quarters since.
  • Allium Financial Advisors's Eli Lilly position peaked at $1.28M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Allium Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.