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Almanack Investment Partners’s Eli Lilly LLY Stock Holding History

Almanack Investment Partners’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 		$310K Buy
337
+24
+8% +$24.3K 0.05% 128
2025
Q4 		$336K Sell
313
-279
-47% -$267K 0.06% 124
2025
Q3 		$451K Sell
592
-147
-20% -$109K 0.07% 122
2025
Q2 		$576K Sell
739
-280
-27% -$218K 0.09% 111
2025
Q1 		$842K Buy
1,019
+355
+53% +$295K 0.17% 68
2024
Q4 		$513K Sell
664
-308
-32% -$255K 0.08% 109
2024
Q3 		$861K Buy
972
+6
+0.6% +$5.39K 0.14% 84
2024
Q2 		$875K Buy
+966
New +$773K 0.15% 81
2024
Q1 		– Sell
-891
Closed -$752K – 180
2023
Q4 		$752K Sell
891
-1,544
-63% -$901K 0.14% 75
2023
Q3 		$1.31M Buy
2,435
+1,031
+73% +$531K 0.25% 47
2023
Q2 		$659K Buy
1,404
+302
+27% +$127K 0.12% 77
2023
Q1 		$378K Sell
1,102
-415
-27% -$140K 0.07% 108
2022
Q4 		$555K Sell
1,517
-1,092
-42% -$387K 0.12% 77
2022
Q3 		$844K Buy
2,609
+991
+61% +$314K 0.17% 59
2022
Q2 		$525K Buy
1,618
+376
+30% +$113K 0.05% 224
2022
Q1 		$356K Buy
1,242
+315
+34% +$81.1K 0.03% 319
2021
Q4 		$256K Buy
+927
New +$235K 0.02% 410
2020
Q4 		– Sell
-3,602
Closed -$528K – 434
2020
Q3 		$528K Buy
3,602
+190
+6% +$29.4K 0.07% 198
2020
Q2 		$560K Buy
+3,412
New +$524K 0.1% 115

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

Almanack Investment Partners's LLY Position: Q1 2026 in Review

Almanack Investment Partners increased its Eli Lilly (LLY) stake by 7.7% in Q1 2026, buying an estimated $24.3K and bringing the position to 337 shares worth $310K. The position accounts for 0.05% of the portfolio, ranked #128.

Almanack Investment Partners first reported a position in LLY in Q2 2020 and has held it in 19 quarters since. The position peaked at $1.31M in Q3 2023. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Almanack Investment Partners held 337 shares of Eli Lilly worth $310K as of Q1 2026.
  • Almanack Investment Partners bought 24 Eli Lilly shares in Q1 2026, an estimated $24.3K.
  • Eli Lilly made up 0.05% of Almanack Investment Partners's portfolio in Q1 2026, its #128 holding.
  • Almanack Investment Partners first reported a position in Eli Lilly in Q2 2020 and has held it in 19 quarters since.
  • Almanack Investment Partners's Eli Lilly position peaked at $1.31M in Q3 2023.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Almanack Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.