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Baldwin Investment Management’s Eli Lilly LLY Stock Holding History

Baldwin 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 		$10.1M Sell
10,940
-36
-0.3% -$36.5K 1.18% 9
2025
Q4 		$11.8M Sell
10,976
-103
-0.9% -$98.5K 1.33% 8
2025
Q3 		$8.45M Buy
11,079
+1,505
+16% +$1.12M 0.97% 11
2025
Q2 		$7.46M Buy
9,574
+176
+2% +$137K 0.9% 12
2025
Q1 		$7.76M Buy
9,398
+511
+6% +$425K 0.93% 10
2024
Q4 		$6.86M Buy
8,887
+533
+6% +$441K 0.89% 11
2024
Q3 		$7.4M Buy
8,354
+195
+2% +$175K 0.93% 11
2024
Q2 		$7.39M Buy
8,159
+9
+0.1% +$7.2K 1.01% 10
2024
Q1 		$6.34M Sell
8,150
-448
-5% -$319K 0.86% 12
2023
Q4 		$5.01M Sell
8,598
-143
-2% -$83.5K 0.78% 14
2023
Q3 		$4.7M Sell
8,741
-279
-3% -$144K 0.79% 13
2023
Q2 		$4.23M Sell
9,020
-800
-8% -$335K 0.7% 17
2023
Q1 		$3.37M Buy
9,820
+1,998
+26% +$674K 0.6% 27
2022
Q4 		$2.86M Buy
7,822
+674
+9% +$239K 0.52% 31
2022
Q3 		$2.31K Buy
7,148
+358
+5% +$113K 0.47% 35
2022
Q2 		$2.2K Sell
6,790
-572
-8% -$172K 0.42% 41
2022
Q1 		$2.11K Sell
7,362
-130
-2% -$33.5K 0.32% 52
2021
Q4 		$2.07K Buy
7,492
+535
+8% +$136K 0.32% 57
2021
Q3 		$1.61M Sell
6,957
-300
-4% -$74K 0.28% 64
2021
Q2 		$1.67M Buy
7,257
+95
+1% +$19.1K 0.28% 65
2021
Q1 		$1.34M Buy
7,162
+690
+11% +$135K 0.24% 75
2020
Q4 		$1.09M Buy
6,472
+125
+2% +$18.7K 0.22% 83
2020
Q3 		$939K Buy
+6,347
New +$982K 0.22% 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

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

Baldwin Investment Management reduced its Eli Lilly (LLY) stake by 0.33% in Q1 2026, selling an estimated $36.5K and leaving 10,940 shares worth $10.1M. The position accounts for 1.18% of the portfolio, ranked #9.

Baldwin Investment Management first reported a position in LLY in Q3 2020 and has held it in 23 quarters since. The position peaked at $11.8M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Baldwin Investment Management held 10,940 shares of Eli Lilly worth $10.1M as of Q1 2026.
  • Baldwin Investment Management sold 36 Eli Lilly shares in Q1 2026, an estimated $36.5K.
  • Eli Lilly made up 1.18% of Baldwin Investment Management's portfolio in Q1 2026, its #9 holding.
  • Baldwin Investment Management first reported a position in Eli Lilly in Q3 2020 and has held it in 23 quarters since.
  • Baldwin Investment Management's Eli Lilly position peaked at $11.8M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

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