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Allred Capital Management’s Eli Lilly LLY Stock Holding History

Allred Capital 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
2026
Q1 		$1.2M Buy
1,305
+460
+54% +$466K 0.44% 53
2025
Q4 		$909K Sell
845
-149
-15% -$142K 0.33% 72
2025
Q3 		$759K Sell
994
-6
-0.6% -$4.46K 0.26% 87
2025
Q2 		$780K Sell
1,000
-51
-5% -$39.6K 0.29% 79
2025
Q1 		$868K Sell
1,051
-4
-0.4% -$3.33K 0.35% 71
2024
Q4 		$814K Sell
1,055
-11
-1% -$9.11K 0.32% 73
2024
Q3 		$944K Sell
1,066
-100
-9% -$89.9K 0.37% 62
2024
Q2 		$1.06M Buy
1,166
+227
+24% +$182K 0.4% 51
2024
Q1 		$731K Buy
939
+200
+27% +$142K 0.29% 81
2023
Q4 		$431K Buy
+739
New +$431K 0.19% 111
2021
Q2 		– Sell
-311
Closed -$58.1K – 507
2021
Q1 		$58.1K Buy
+311
New +$60.8K 0.03% 356
2020
Q1 		– Sell
-87
Closed -$11.4K – 447
2019
Q4 		$11.4K Buy
+87
New +$10.1K 0.01% 569

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

Allred Capital Management's LLY Position: Q1 2026 in Review

Allred Capital Management increased its Eli Lilly (LLY) stake by 54% in Q1 2026, buying an estimated $466K and bringing the position to 1,305 shares worth $1.2M. The position accounts for 0.44% of the portfolio, ranked #53.

Allred Capital Management first reported a position in LLY in Q4 2019 and has held it in 12 quarters since. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Allred Capital Management held 1,305 shares of Eli Lilly worth $1.2M as of Q1 2026.
  • Allred Capital Management bought 460 Eli Lilly shares in Q1 2026, an estimated $466K.
  • Eli Lilly made up 0.44% of Allred Capital Management's portfolio in Q1 2026, its #53 holding.
  • Allred Capital Management first reported a position in Eli Lilly in Q4 2019 and has held it in 12 quarters since.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Allred Capital Management's 13F filing for Q1 2026, filed 14 May 2026.