Alta Advisers’s Eli Lilly LLY Stock Holding History

Alta Advisers’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	$2.83M	Hold	3,079	–	–	1.02%	16
2025 Q4	$3.31M	Sell	3,079 -1,040	-25%	-$994K	1.2%	16
2025 Q3	$3.14M	Hold	4,119	–	–	0.96%	16
2025 Q2	$3.21M	Hold	4,119	–	–	1.14%	16
2025 Q1	$3.4M	Buy	4,119 +1,500	+57%	+$1.25M	1.45%	15
2024 Q4	$2.02M	Buy	2,619 +319	+14%	+$264K	1.28%	15
2024 Q3	$2.04M	Hold	2,300	–	–	0.93%	14
2024 Q2	$2.08M	Hold	2,300	–	–	1%	11
2024 Q1	$1.79M	Hold	2,300	–	–	0.89%	12
2023 Q4	$1.34M	Buy	2,300 +200	+10%	+$117K	0.72%	14
2023 Q3	$1.13M	Hold	2,100	–	–	0.65%	15
2023 Q2	$985K	Hold	2,100	–	–	0.55%	18
2023 Q1	$721K	Hold	2,100	–	–	0.43%	23
2022 Q4	$768K	Hold	2,100	–	–	0.46%	21
2022 Q3	$679K	Buy	+2,100	New	+$665K	0.43%	21

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

Alta Advisers's LLY Position: Q1 2026 in Review

Alta Advisers held its Eli Lilly (LLY) position steady in Q1 2026 at 3,079 shares worth $2.83M. The position accounts for 1.02% of the portfolio, ranked #16.

Alta Advisers first reported a position in LLY in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.4M in Q1 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Alta Advisers held 3,079 shares of Eli Lilly worth $2.83M as of Q1 2026.
Alta Advisers left its Eli Lilly share count unchanged in Q1 2026.
Eli Lilly made up 1.02% of Alta Advisers's portfolio in Q1 2026, its #16 holding.
Alta Advisers first reported a position in Eli Lilly in Q3 2022 and has held it in 15 quarters since.
Alta Advisers's Eli Lilly position peaked at $3.4M in Q1 2025.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Alta Advisers's 13F filing for Q1 2026, filed 7 May 2026.