Annis Gardner Whiting Capital Advisors’s Eli Lilly LLY Stock Holding History

Annis Gardner Whiting Capital 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	$1.49M	Buy	1,622 +182	+13%	+$185K	0.24%	68
2025 Q4	$1.55M	Buy	1,440 +277	+24%	+$265K	0.29%	60
2025 Q3	$887K	Buy	1,163 +25	+2%	+$18.6K	0.18%	98
2025 Q2	$887K	Buy	1,138 +132	+13%	+$103K	0.31%	70
2025 Q1	$831K	Buy	1,006 +20	+2%	+$16.6K	0.35%	65
2024 Q4	$761K	Buy	986 +83	+9%	+$68.7K	0.21%	89
2024 Q3	$800K	Sell	903 -228	-20%	-$205K	0.23%	89
2024 Q2	$1.02M	Buy	1,131 +2	+0.2%	+$1.6K	0.29%	64
2024 Q1	$878K	Buy	1,129 +242	+27%	+$172K	0.31%	60
2023 Q4	$517K	Sell	887 -44	-5%	-$25.7K	0.23%	84
2023 Q3	$500K	Buy	+931	New	+$480K	0.27%	72

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

Annis Gardner Whiting Capital Advisors's LLY Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Eli Lilly (LLY) stake by 13% in Q1 2026, buying an estimated $185K and bringing the position to 1,622 shares worth $1.49M. The position accounts for 0.24% of the portfolio, ranked #68.

Annis Gardner Whiting Capital Advisors first reported a position in LLY in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.55M in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Annis Gardner Whiting Capital Advisors held 1,622 shares of Eli Lilly worth $1.49M as of Q1 2026.
Annis Gardner Whiting Capital Advisors bought 182 Eli Lilly shares in Q1 2026, an estimated $185K.
Eli Lilly made up 0.24% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #68 holding.
Annis Gardner Whiting Capital Advisors first reported a position in Eli Lilly in Q3 2023 and has held it in 11 quarters since.
Annis Gardner Whiting Capital Advisors's Eli Lilly position peaked at $1.55M in Q4 2025.
4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.