Alpha Family Trust’s Eli Lilly LLY Stock Holding History

Alpha Family Trust’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	$1.65M	Hold	1,790	–	–	0.8%	22
2025 Q4	$1.92M	Hold	1,790	–	–	0.88%	17
2025 Q3	$1.37M	Buy	1,790 +130	+8%	+$96.7K	0.64%	21
2025 Q2	$1.29M	Sell	1,660 -85	-5%	-$66.1K	0.64%	23
2025 Q1	$1.44M	Buy	1,745 +215	+14%	+$179K	0.84%	18
2024 Q4	$1.18M	Hold	1,530	–	–	0.66%	20
2024 Q3	$1.36M	Hold	1,530	–	–	0.76%	18
2024 Q2	$1.39M	Hold	1,530	–	–	0.81%	19
2024 Q1	$1.19M	Hold	1,530	–	–	0.72%	21
2023 Q4	$892K	Hold	1,530	–	–	0.6%	30
2023 Q3	$822K	Hold	1,530	–	–	0.63%	30
2023 Q2	$718K	Hold	1,530	–	–	0.5%	34
2023 Q1	$525K	Sell	1,530 -240	-14%	-$80.9K	0.42%	48
2022 Q4	$648K	Buy	1,770 +750	+74%	+$266K	0.58%	33
2022 Q3	$330K	Buy	1,020 +175	+21%	+$55.4K	0.25%	27
2022 Q2	$274K	Buy	+845	New	+$254K	0.17%	41

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

Alpha Family Trust's LLY Position: Q1 2026 in Review

Alpha Family Trust held its Eli Lilly (LLY) position steady in Q1 2026 at 1,790 shares worth $1.65M. The position accounts for 0.8% of the portfolio, ranked #22.

Alpha Family Trust first reported a position in LLY in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.92M in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Alpha Family Trust held 1,790 shares of Eli Lilly worth $1.65M as of Q1 2026.
Alpha Family Trust left its Eli Lilly share count unchanged in Q1 2026.
Eli Lilly made up 0.8% of Alpha Family Trust's portfolio in Q1 2026, its #22 holding.
Alpha Family Trust first reported a position in Eli Lilly in Q2 2022 and has held it in 16 quarters since.
Alpha Family Trust's Eli Lilly position peaked at $1.92M in Q4 2025.
4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.