Athena Investment Management’s Eli Lilly LLY Stock Holding History

Athena 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	$1.18M	Hold	1,281	–	–	0.61%	41
2025 Q4	$1.38M	Sell	1,281 -25	-2%	-$23.9K	0.71%	31
2025 Q3	$996K	Hold	1,306	–	–	0.52%	46
2025 Q2	$1.02M	Sell	1,306 -2	-0.2%	-$1.55K	0.57%	43
2025 Q1	$1.08M	Sell	1,308 -101	-7%	-$84K	0.65%	41
2024 Q4	$1.09M	Sell	1,409 -4	-0.3%	-$3.31K	0.63%	35
2024 Q3	$1.25M	Sell	1,413 -9	-0.6%	-$8.09K	0.71%	30
2024 Q2	$1.29M	Sell	1,422 -66	-4%	-$52.8K	0.78%	28
2024 Q1	$1.16M	Sell	1,488 -27	-2%	-$19.2K	0.69%	33
2023 Q4	$883K	Hold	1,515	–	–	0.57%	43
2023 Q3	$814K	Sell	1,515 -28	-2%	-$14.4K	0.58%	42
2023 Q2	$724K	Sell	1,543 -20	-1%	-$8.39K	0.5%	49
2023 Q1	$537K	Hold	1,563	–	–	0.39%	57
2022 Q4	$572K	Sell	1,563 -57	-4%	-$20.2K	0.42%	55
2022 Q3	$524K	Sell	1,620 -175	-10%	-$55.4K	0.44%	56
2022 Q2	$582K	Buy	1,795 +676	+60%	+$203K	0.46%	50
2022 Q1	$320K	Buy	+1,119	New	+$288K	0.25%	88

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

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

Athena Investment Management held its Eli Lilly (LLY) position steady in Q1 2026 at 1,281 shares worth $1.18M. The position accounts for 0.61% of the portfolio, ranked #41.

Athena Investment Management first reported a position in LLY in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.38M in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Athena Investment Management held 1,281 shares of Eli Lilly worth $1.18M as of Q1 2026.
Athena Investment Management left its Eli Lilly share count unchanged in Q1 2026.
Eli Lilly made up 0.61% of Athena Investment Management's portfolio in Q1 2026, its #41 holding.
Athena Investment Management first reported a position in Eli Lilly in Q1 2022 and has held it in 17 quarters since.
Athena Investment Management's Eli Lilly position peaked at $1.38M in Q4 2025.
4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Athena Investment Management's 13F filing for Q1 2026, filed 12 May 2026.