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Anchor Investment Management’s Eli Lilly LLY Stock Holding History

Anchor Investment Management’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 		$12.1M Sell
13,180
-248
-2% -$251K 1.01% 20
2025
Q4 		$14.4M Sell
13,428
-822
-6% -$786K 1.17% 19
2025
Q3 		$10.9M Buy
14,250
+196
+1% +$146K 0.9% 23
2025
Q2 		$11M Buy
14,054
+38
+0.3% +$29.5K 0.96% 20
2025
Q1 		$11.6M Sell
14,016
-29
-0.2% -$24.1K 1.08% 19
2024
Q4 		$10.8M Buy
14,045
+95
+0.7% +$78.7K 1.01% 22
2024
Q3 		$12.4M Sell
13,950
-16
-0.1% -$14.4K 1.17% 18
2024
Q2 		$12.6M Buy
13,966
+131
+0.9% +$105K 1.3% 16
2024
Q1 		$10.8M Sell
13,835
-374
-3% -$266K 1.13% 19
2023
Q4 		$8.28M Buy
14,209
+249
+2% +$145K 0.95% 24
2023
Q3 		$7.5M Buy
13,960
+96
+0.7% +$49.5K 0.98% 23
2023
Q2 		$6.5M Buy
13,864
+419
+3% +$176K 0.83% 30
2023
Q1 		$4.62M Buy
13,445
+46
+0.3% +$15.5K 0.63% 42
2022
Q4 		$4.9M Sell
13,399
-501
-4% -$178K 0.7% 35
2022
Q3 		$4.49M Sell
13,900
-121
-0.9% -$38.3K 0.7% 36
2022
Q2 		$4.55M Sell
14,021
-157
-1% -$47.1K 0.66% 39
2022
Q1 		$4.06M Sell
14,178
-828
-6% -$213K 0.51% 53
2021
Q4 		$4.14M Buy
15,006
+158
+1% +$40.1K 0.51% 55
2021
Q3 		$3.43M Buy
14,848
+79
+0.5% +$19.5K 0.48% 62
2021
Q2 		$3.39M Buy
14,769
+222
+2% +$44.6K 0.47% 64
2021
Q1 		$2.72M Buy
14,547
+70
+0.5% +$13.7K 0.41% 69
2020
Q4 		$2.44M Buy
14,477
+1,200
+9% +$179K 0.44% 71
2020
Q3 		$1.97M Hold
13,277
– – 0.4% 72
2020
Q2 		$2.18M Hold
13,277
– – 0.49% 60
2020
Q1 		$1.84M Buy
13,277
+813
+7% +$112K 0.48% 65
2019
Q4 		$1.64M Buy
12,464
+1,000
+9% +$116K 0.35% 88
2019
Q3 		$1.28M Buy
11,464
+25
+0.2% +$2.78K 0.3% 101
2019
Q2 		$1.27M Hold
11,439
– – 0.3% 93
2019
Q1 		$1.48M Hold
11,439
– – 0.37% 77
2018
Q4 		$1.32M Sell
11,439
-4,200
-27% -$469K 0.38% 75
2018
Q3 		$1.68M Sell
15,639
-500
-3% -$50K 0.38% 75
2018
Q2 		$1.38M Buy
16,139
+433
+3% +$35.6K 0.34% 82
2018
Q1 		$1.22M Hold
15,706
– – 0.32% 90
2017
Q4 		$1.33M Hold
15,706
– – 0.35% 81
2017
Q3 		$1.34M Hold
15,706
– – 0.39% 74
2017
Q2 		$1.29M Sell
15,706
-200
-1% -$16.3K 0.43% 70
2017
Q1 		$1.34M Buy
15,906
+1,400
+10% +$112K 0.46% 65
2016
Q4 		$1.07M Sell
14,506
-100
-0.7% -$7.45K 0.4% 74
2016
Q3 		$1.17M Buy
14,606
+1,500
+11% +$120K 0.45% 68
2016
Q2 		$1.03M Buy
13,106
+2,400
+22% +$181K 0.41% 74
2016
Q1 		$771K Buy
+10,706
New +$810K 0.32% 86

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

Anchor Investment Management's LLY Position: Q1 2026 in Review

Anchor Investment Management reduced its Eli Lilly (LLY) stake by 1.8% in Q1 2026, selling an estimated $251K and leaving 13,180 shares worth $12.1M. The position accounts for 1.01% of the portfolio, ranked #20.

Anchor Investment Management first reported a position in LLY in Q1 2016 and has held it in 41 quarters since. The position peaked at $14.4M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Anchor Investment Management held 13,180 shares of Eli Lilly worth $12.1M as of Q1 2026.
  • Anchor Investment Management sold 248 Eli Lilly shares in Q1 2026, an estimated $251K.
  • Eli Lilly made up 1.01% of Anchor Investment Management's portfolio in Q1 2026, its #20 holding.
  • Anchor Investment Management first reported a position in Eli Lilly in Q1 2016 and has held it in 41 quarters since.
  • Anchor Investment Management's Eli Lilly position peaked at $14.4M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.