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Altman Advisors’s Eli Lilly LLY Stock Holding History

Altman Advisors’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 		$3.13M Buy
3,408
+41
+1% +$41.6K 1.3% 19
2025
Q4 		$3.62M Sell
3,367
-5
-0.1% -$4.78K 1.36% 16
2025
Q3 		$2.57M Buy
3,372
+1,581
+88% +$1.18M 0.98% 38
2025
Q2 		$1.39M Buy
1,791
+70
+4% +$54.4K 0.57% 79
2025
Q1 		$1.55M Buy
1,721
+1,046
+155% +$870K 0.71% 72
2024
Q4 		$521K Sell
675
-933
-58% -$773K 0.22% 91
2024
Q3 		$1.42M Buy
+1,608
New +$1.45M 0.63% 82

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

Altman Advisors's LLY Position: Q1 2026 in Review

Altman Advisors increased its Eli Lilly (LLY) stake by 1.2% in Q1 2026, buying an estimated $41.6K and bringing the position to 3,408 shares worth $3.13M. The position accounts for 1.3% of the portfolio, ranked #19.

Altman Advisors first reported a position in LLY in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.62M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Altman Advisors held 3,408 shares of Eli Lilly worth $3.13M as of Q1 2026.
  • Altman Advisors bought 41 Eli Lilly shares in Q1 2026, an estimated $41.6K.
  • Eli Lilly made up 1.3% of Altman Advisors's portfolio in Q1 2026, its #19 holding.
  • Altman Advisors first reported a position in Eli Lilly in Q3 2024 and has held it in 7 quarters since.
  • Altman Advisors's Eli Lilly position peaked at $3.62M in Q4 2025.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Altman Advisors's 13F filing for Q1 2026, filed 5 May 2026.