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Arcadia Investment Management’s Eli Lilly LLY Stock Holding History

Arcadia 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 		$8.04M Buy
8,739
+258
+3% +$262K 1.38% 21
2025
Q4 		$9.11M Sell
8,481
-537
-6% -$513K 1.48% 22
2025
Q3 		$6.88M Buy
9,018
+1,995
+28% +$1.48M 1.06% 30
2025
Q2 		$5.47M Buy
7,023
+2,740
+64% +$2.13M 0.88% 33
2025
Q1 		$3.54M Sell
4,283
-17
-0.4% -$14.1K 0.64% 40
2024
Q4 		$3.32M Buy
4,300
+1,903
+79% +$1.58M 0.53% 45
2024
Q3 		$2.12M Sell
2,397
-436
-15% -$392K 0.35% 53
2024
Q2 		$2.56M Buy
2,833
+1,694
+149% +$1.36M 0.44% 50
2024
Q1 		$886K Buy
1,139
+480
+73% +$342K 0.16% 68
2023
Q4 		$384K Hold
659
– – 0.07% 98
2023
Q3 		$354K Hold
659
– – 0.07% 97
2023
Q2 		$309K Buy
659
+159
+32% +$66.7K 0.06% 103
2023
Q1 		$172K Sell
500
-19
-4% -$6.41K 0.04% 138
2022
Q4 		$190K Buy
519
+19
+4% +$6.74K 0.04% 133
2022
Q3 		$162K Hold
500
– – 0.04% 129
2022
Q2 		$162K Hold
500
– – 0.04% 135
2022
Q1 		$143K Hold
500
– – 0.03% 149
2021
Q4 		$138K Hold
500
– – 0.02% 160
2021
Q3 		$116K Hold
500
– – 0.02% 160
2021
Q2 		$115K Hold
500
– – 0.02% 163
2021
Q1 		$93K Hold
500
– – 0.02% 163
2020
Q4 		$84K Buy
500
+300
+150% +$44.8K 0.02% 153
2020
Q3 		$30K Hold
200
– – 0.01% 227
2020
Q2 		$33K Hold
200
– – 0.01% 208
2020
Q1 		$28K Hold
200
– – 0.01% 223
2019
Q4 		$26K Hold
200
– – 0.01% 239
2019
Q3 		$22K Hold
200
– – 0.01% 247
2019
Q2 		$22K Buy
+200
New +$23.6K 0.01% 258

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

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

Arcadia Investment Management increased its Eli Lilly (LLY) stake by 3% in Q1 2026, buying an estimated $262K and bringing the position to 8,739 shares worth $8.04M. The position accounts for 1.38% of the portfolio, ranked #21.

Arcadia Investment Management first reported a position in LLY in Q2 2019 and has held it in 28 quarters since. The position peaked at $9.11M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Arcadia Investment Management held 8,739 shares of Eli Lilly worth $8.04M as of Q1 2026.
  • Arcadia Investment Management bought 258 Eli Lilly shares in Q1 2026, an estimated $262K.
  • Eli Lilly made up 1.38% of Arcadia Investment Management's portfolio in Q1 2026, its #21 holding.
  • Arcadia Investment Management first reported a position in Eli Lilly in Q2 2019 and has held it in 28 quarters since.
  • Arcadia Investment Management's Eli Lilly position peaked at $9.11M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.