AlTi Global’s Eli Lilly LLY Stock Holding History

AlTi Global’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	$3.77M	Buy	4,100 +941	+30%	+$954K	0.08%	113
2025 Q4	$3.39M	Buy	3,159 +130	+4%	+$124K	0.07%	122
2025 Q3	$2.31M	Buy	3,029 +1,317	+77%	+$980K	0.05%	152
2025 Q2	$1.34M	Buy	1,712 +385	+29%	+$299K	0.03%	199
2025 Q1	$1.1M	Sell	1,327 -1,146	-46%	-$954K	0.03%	197
2024 Q4	$1.86M	Sell	2,473 -22	-0.9%	-$18.2K	0.04%	157
2024 Q3	$2.21M	Sell	2,495 -971	-28%	-$873K	0.05%	150
2024 Q2	$3.14M	Sell	3,466 -3,745	-52%	-$3M	0.08%	113
2024 Q1	$5.61M	Buy	7,211 +1,192	+20%	+$848K	0.16%	83
2023 Q4	$3.51M	Buy	+6,019	New	+$3.51M	0.11%	94

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

AlTi Global's LLY Position: Q1 2026 in Review

AlTi Global increased its Eli Lilly (LLY) stake by 30% in Q1 2026, buying an estimated $954K and bringing the position to 4,100 shares worth $3.77M. The position accounts for 0.08% of the portfolio, ranked #113.

AlTi Global first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.61M in Q1 2024. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

AlTi Global held 4,100 shares of Eli Lilly worth $3.77M as of Q1 2026.
AlTi Global bought 941 Eli Lilly shares in Q1 2026, an estimated $954K.
Eli Lilly made up 0.08% of AlTi Global's portfolio in Q1 2026, its #113 holding.
AlTi Global first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
AlTi Global's Eli Lilly position peaked at $5.61M in Q1 2024.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on AlTi Global's 13F filing for Q1 2026, filed 7 May 2026.