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AXS Investments’s Eli Lilly LLY Stock Holding History

AXS Investments’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 		$130K Sell
141
-40
-22% -$40.6K 0.05% 130
2025
Q4 		$195K Sell
181
-53
-23% -$50.7K 0.07% 133
2025
Q3 		$179K Buy
+234
New +$174K 0.06% 133
2025
Q2 		– Sell
-1,664
Closed -$1.37M – 187
2025
Q1 		$1.37M Sell
1,664
-359
-18% -$299K 0.38% 104
2024
Q4 		$1.56M Buy
2,023
+384
+23% +$318K 0.43% 71
2024
Q3 		$1.45M Sell
1,639
-132
-7% -$119K 0.39% 110
2024
Q2 		$1.6M Sell
1,771
-229
-11% -$183K 0.45% 84
2024
Q1 		$1.56M Sell
2,000
-475
-19% -$338K 0.37% 84
2023
Q4 		$1.44M Sell
2,475
-129
-5% -$75.3K 0.35% 89
2023
Q3 		$1.4M Sell
2,604
-617
-19% -$318K 0.36% 75
2023
Q2 		$1.51M Sell
3,221
-1,019
-24% -$427K 0.4% 66
2023
Q1 		$1.46M Buy
4,240
+676
+19% +$228K 0.48% 49
2022
Q4 		$1.3M Sell
3,564
-674
-16% -$239K 0.47% 61
2022
Q3 		$1.37M Buy
4,238
+226
+6% +$71.6K 0.53% 43
2022
Q2 		$1.3M Buy
4,012
+2,453
+157% +$736K 0.46% 54
2022
Q1 		$446K Sell
1,559
-2,561
-62% -$659K 0.18% 91
2021
Q4 		$1.14M Buy
+4,120
New +$1.04M 0.27% 75
2021
Q3 		– Sell
-3,427
Closed -$787K – 167
2021
Q2 		$787K Buy
3,427
+214
+7% +$43K 0.24% 90
2021
Q1 		$600K Buy
+3,213
New +$628K 0.21% 97

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

AXS Investments's LLY Position: Q1 2026 in Review

AXS Investments reduced its Eli Lilly (LLY) stake by 22% in Q1 2026, selling an estimated $40.6K and leaving 141 shares worth $130K. The position accounts for 0.05% of the portfolio, ranked #130.

AXS Investments first reported a position in LLY in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.6M in Q2 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • AXS Investments held 141 shares of Eli Lilly worth $130K as of Q1 2026.
  • AXS Investments sold 40 Eli Lilly shares in Q1 2026, an estimated $40.6K.
  • Eli Lilly made up 0.05% of AXS Investments's portfolio in Q1 2026, its #130 holding.
  • AXS Investments first reported a position in Eli Lilly in Q1 2021 and has held it in 19 quarters since.
  • AXS Investments's Eli Lilly position peaked at $1.6M in Q2 2024.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on AXS Investments's 13F filing for Q1 2026, filed 6 May 2026.