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Atomi Financial Group’s Eli Lilly LLY Stock Holding History

Atomi Financial Group’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 		$9.14M Sell
9,937
-292
-3% -$296K 0.28% 71
2025
Q4 		$11M Buy
10,229
+1,514
+17% +$1.45M 0.32% 54
2025
Q3 		$6.65M Buy
8,715
+564
+7% +$420K 0.22% 86
2025
Q2 		$6.35M Buy
8,151
+8
+0.1% +$6.22K 0.24% 80
2025
Q1 		$6.72M Buy
8,143
+1,904
+31% +$1.58M 0.31% 65
2024
Q4 		$4.82M Buy
6,239
+845
+16% +$700K 0.24% 81
2024
Q3 		$4.78M Buy
5,394
+111
+2% +$99.8K 0.3% 68
2024
Q2 		$4.78M Buy
5,283
+550
+12% +$440K 0.35% 58
2024
Q1 		$3.68M Buy
4,733
+1,046
+28% +$744K 0.34% 65
2023
Q4 		$2.15M Buy
3,687
+1,628
+79% +$950K 0.3% 68
2023
Q3 		$1.11M Sell
2,059
-48
-2% -$24.7K 0.37% 73
2023
Q2 		$988K Buy
2,107
+249
+13% +$104K 0.45% 57
2023
Q1 		$638K Buy
+1,858
New +$627K 0.36% 80

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

Atomi Financial Group's LLY Position: Q1 2026 in Review

Atomi Financial Group reduced its Eli Lilly (LLY) stake by 2.9% in Q1 2026, selling an estimated $296K and leaving 9,937 shares worth $9.14M. The position accounts for 0.28% of the portfolio, ranked #71.

Atomi Financial Group first reported a position in LLY in Q1 2023 and has held it in 13 quarters since. The position peaked at $11M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Atomi Financial Group held 9,937 shares of Eli Lilly worth $9.14M as of Q1 2026.
  • Atomi Financial Group sold 292 Eli Lilly shares in Q1 2026, an estimated $296K.
  • Eli Lilly made up 0.28% of Atomi Financial Group's portfolio in Q1 2026, its #71 holding.
  • Atomi Financial Group first reported a position in Eli Lilly in Q1 2023 and has held it in 13 quarters since.
  • Atomi Financial Group's Eli Lilly position peaked at $11M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.