Alpine Woods Capital Investors’s Eli Lilly LLY Stock Holding History

Alpine Woods Capital Investors’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	$690K	Hold	750	–	–	0.17%	100
2025 Q4	$806K	Hold	750	–	–	0.19%	95
2025 Q3	$572K	Hold	750	–	–	0.13%	103
2025 Q2	$585K	Hold	750	–	–	0.14%	107
2025 Q1	$619K	Sell	750 -33	-4%	-$27.5K	0.16%	103
2024 Q4	$604K	Buy	783 +10	+1%	+$8.28K	0.11%	127
2024 Q3	$643K	Buy	773 +23	+3%	+$20.7K	0.11%	129
2024 Q2	$679K	Hold	750	–	–	0.1%	129
2024 Q1	$586K	Buy	750 +10	+1%	+$7.12K	0.12%	129
2023 Q4	$431K	Hold	740	–	–	0.06%	137
2023 Q3	$397K	Hold	740	–	–	0.06%	131
2023 Q2	$347K	Hold	740	–	–	0.05%	135
2023 Q1	$254K	Hold	740	–	–	0.04%	162
2022 Q4	$271K	Sell	740 -60	-8%	-$21.3K	0.04%	164
2022 Q3	$259K	Hold	800	–	–	0.04%	180
2022 Q2	$259K	Hold	800	–	–	0.03%	182
2022 Q1	$229K	Hold	800	–	–	0.02%	208
2021 Q4	$221K	Buy	+800	New	+$203K	0.02%	207

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

Alpine Woods Capital Investors's LLY Position: Q1 2026 in Review

Alpine Woods Capital Investors held its Eli Lilly (LLY) position steady in Q1 2026 at 750 shares worth $690K. The position accounts for 0.17% of the portfolio, ranked #100.

Alpine Woods Capital Investors first reported a position in LLY in Q4 2021 and has held it in 18 quarters since. The position peaked at $806K in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Alpine Woods Capital Investors held 750 shares of Eli Lilly worth $690K as of Q1 2026.
Alpine Woods Capital Investors left its Eli Lilly share count unchanged in Q1 2026.
Eli Lilly made up 0.17% of Alpine Woods Capital Investors's portfolio in Q1 2026, its #100 holding.
Alpine Woods Capital Investors first reported a position in Eli Lilly in Q4 2021 and has held it in 18 quarters since.
Alpine Woods Capital Investors's Eli Lilly position peaked at $806K in Q4 2025.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Alpine Woods Capital Investors's 13F filing for Q1 2026, filed 27 May 2026.