AL
LLY icon

Aspiriant LLC’s Eli Lilly LLY Stock Holding History

Aspiriant LLC’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 		$1.46M Buy
1,583
+681
+75% +$690K 0.04% 133
2025
Q4 		$969K Buy
902
+335
+59% +$320K 0.03% 160
2025
Q3 		$433K Sell
567
-64
-10% -$47.6K 0.01% 212
2025
Q2 		$492K Sell
631
-25
-4% -$19.4K 0.02% 200
2025
Q1 		$542K Buy
656
+17
+3% +$14.1K 0.02% 182
2024
Q4 		$493K Sell
639
-139
-18% -$115K 0.02% 190
2024
Q3 		$689K Sell
778
-3,135
-80% -$2.82M 0.03% 166
2024
Q2 		$3.54M Buy
3,913
+3,195
+445% +$2.56M 0.14% 66
2024
Q1 		$559K Buy
718
+9
+1% +$6.41K 0.02% 186
2023
Q4 		$414K Buy
709
+69
+11% +$40.3K 0.02% 206
2023
Q3 		$344K Sell
640
-59
-8% -$30.4K 0.02% 209
2023
Q2 		$328K Buy
699
+19
+3% +$7.97K 0.02% 211
2023
Q1 		$234K Sell
680
-27
-4% -$9.11K 0.01% 252
2022
Q4 		$259K Buy
+707
New +$251K 0.01% 232
2021
Q3 		– Sell
-1,009
Closed -$232K – 240
2021
Q2 		$232K Buy
+1,009
New +$203K 0.01% 219
2020
Q4 		– Sell
-1,435
Closed -$212K – 214
2020
Q3 		$212K Buy
+1,435
New +$222K 0.02% 206
2018
Q2 		– Sell
-3,137
Closed -$243K – 255
2018
Q1 		$243K Buy
+3,137
New +$253K 0.02% 213

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

Aspiriant LLC's LLY Position: Q1 2026 in Review

Aspiriant LLC increased its Eli Lilly (LLY) stake by 75% in Q1 2026, buying an estimated $690K and bringing the position to 1,583 shares worth $1.46M. The position accounts for 0.04% of the portfolio, ranked #133.

Aspiriant LLC first reported a position in LLY in Q1 2018 and has held it in 17 quarters since. The position peaked at $3.54M in Q2 2024. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Aspiriant LLC held 1,583 shares of Eli Lilly worth $1.46M as of Q1 2026.
  • Aspiriant LLC bought 681 Eli Lilly shares in Q1 2026, an estimated $690K.
  • Eli Lilly made up 0.04% of Aspiriant LLC's portfolio in Q1 2026, its #133 holding.
  • Aspiriant LLC first reported a position in Eli Lilly in Q1 2018 and has held it in 17 quarters since.
  • Aspiriant LLC's Eli Lilly position peaked at $3.54M in Q2 2024.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.