Ancora Advisors’s Eli Lilly LLY Stock Holding History

Ancora 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	$2.53M	Buy	2,752 +104	+4%	+$105K	0.05%	260
2025 Q4	$2.85M	Buy	2,648 +250	+10%	+$239K	0.06%	243
2025 Q3	$1.83M	Buy	2,398 +75	+3%	+$55.8K	0.04%	311
2025 Q2	$1.81M	Buy	2,323 +57	+3%	+$44.3K	0.04%	302
2025 Q1	$1.87M	Buy	2,266 +8	+0.4%	+$6.66K	0.04%	287
2024 Q4	$1.74M	Buy	2,258 +52	+2%	+$43.1K	0.04%	301
2024 Q3	$1.95M	Sell	2,206 -4,610	-68%	-$4.14M	0.04%	277
2024 Q2	$6.17M	Buy	6,816 +53	+0.8%	+$42.4K	0.15%	130
2024 Q1	$5.26M	Buy	6,763 +52	+0.8%	+$37K	0.12%	158
2023 Q4	$3.91M	Sell	6,711 -224	-3%	-$131K	0.09%	184
2023 Q3	$3.73M	Buy	6,935 +198	+3%	+$102K	0.1%	179
2023 Q2	$3.16M	Buy	6,737 +55	+0.8%	+$23.1K	0.08%	192
2023 Q1	$2.29M	Sell	6,682 -206	-3%	-$69.5K	0.07%	224
2022 Q4	$2.52M	Buy	6,888 +821	+14%	+$291K	0.07%	223
2022 Q3	$1.96M	Buy	6,067 +136	+2%	+$43.1K	0.06%	243
2022 Q2	$1.92M	Buy	5,931 +104	+2%	+$31.2K	0.05%	262
2022 Q1	$1.67M	Sell	5,827 -305	-5%	-$78.5K	0.04%	308
2021 Q4	$1.69M	Sell	6,132 -25	-0.4%	-$6.34K	0.04%	307
2021 Q3	$1.42M	Buy	6,157 +99	+2%	+$24.4K	0.04%	323
2021 Q2	$1.39M	Hold	6,058	–	–	0.04%	337
2021 Q1	$1.13M	Buy	6,058 +19	+0.3%	+$3.72K	0.03%	360
2020 Q4	$1.02M	Sell	6,039 -32	-0.5%	-$4.78K	0.03%	350
2020 Q3	$899K	Buy	6,071 +217	+4%	+$33.6K	0.04%	336
2020 Q2	$961K	Hold	5,854	–	–	0.04%	321
2020 Q1	$812K	Hold	5,854	–	–	0.04%	350
2019 Q4	$769K	Hold	5,854	–	–	0.03%	423
2019 Q3	$655K	Buy	5,854 +188	+3%	+$20.9K	0.03%	403
2019 Q2	$628K	Hold	5,666	–	–	0.03%	373
2019 Q1	$735K	Hold	5,666	–	–	0.03%	351
2018 Q4	$656K	Sell	5,666 -511	-8%	-$57.1K	0.03%	360
2018 Q3	$663K	Buy	6,177 +3,022	+96%	+$302K	0.03%	424
2018 Q2	$269K	Sell	3,155 -1,095	-26%	-$89.9K	0.01%	606
2018 Q1	$329K	Sell	4,250 -5,609	-57%	-$452K	0.01%	555
2017 Q4	$833K	Buy	9,859 +3,094	+46%	+$263K	0.04%	336
2017 Q3	$578K	Buy	6,765 +2,215	+49%	+$182K	0.03%	421
2017 Q2	$374K	Sell	4,550 -500	-10%	-$40.8K	0.02%	475
2017 Q1	$425K	Hold	5,050	–	–	0.03%	450
2016 Q4	$371K	Hold	5,050	–	–	0.03%	451
2016 Q3	$405K	Buy	5,050 +160	+3%	+$12.8K	0.04%	368
2016 Q2	$385K	Sell	4,890 -500	-9%	-$37.6K	0.04%	357
2016 Q1	$388K	Buy	5,390 +300	+6%	+$22.7K	0.05%	346
2015 Q4	$429K	Sell	5,090 -155	-3%	-$12.9K	0.05%	321
2015 Q3	$439K	Hold	5,245	–	–	0.06%	316
2015 Q2	$438K	Buy	+5,245	New	+$400K	0.05%	342
2015 Q1	–	Sell	-5,245	Closed	-$373K	–	355
2014 Q4	$362K	Buy	5,245 +500	+11%	+$33.8K	0.04%	357
2014 Q3	$308K	Hold	4,745	–	–	0.04%	363
2014 Q2	$295K	Sell	4,745 -400	-8%	-$23.9K	0.04%	390
2014 Q1	$303K	Hold	5,145	–	–	0.04%	356
2013 Q4	$262K	Hold	5,145	–	–	0.04%	349
2013 Q3	$259K	Hold	5,145	–	–	0.04%	332
2013 Q2	$253K	Buy	+5,145	New	+$280K	0.04%	342

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

Ancora Advisors's LLY Position: Q1 2026 in Review

Ancora Advisors increased its Eli Lilly (LLY) stake by 3.9% in Q1 2026, buying an estimated $105K and bringing the position to 2,752 shares worth $2.53M. The position accounts for 0.05% of the portfolio, ranked #260.

Ancora Advisors first reported a position in LLY in Q2 2013 and has held it in 51 quarters since. The position peaked at $6.17M in Q2 2024. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Ancora Advisors held 2,752 shares of Eli Lilly worth $2.53M as of Q1 2026.
Ancora Advisors bought 104 Eli Lilly shares in Q1 2026, an estimated $105K.
Eli Lilly made up 0.05% of Ancora Advisors's portfolio in Q1 2026, its #260 holding.
Ancora Advisors first reported a position in Eli Lilly in Q2 2013 and has held it in 51 quarters since.
Ancora Advisors's Eli Lilly position peaked at $6.17M in Q2 2024.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.