Bank Julius Baer & Co
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Bank Julius Baer & Co’s Eli Lilly LLY Stock Holding History

Bank Julius Baer & Co’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 		$809M Buy
885,763
+137,673
+18% +$140M 2.44% 8
2025
Q4 		$804M Sell
748,090
-44,795
-6% -$42.8M 2.22% 9
2025
Q3 		$605M Sell
792,885
-9,037
-1% -$6.72M 1.71% 13
2025
Q2 		$625M Sell
801,922
-2,836
-0.4% -$2.2M 1.86% 12
2025
Q1 		$664M Buy
804,758
+59,597
+8% +$49.6M 2.16% 11
2024
Q4 		$620M Buy
745,161
+103,168
+16% +$85.4M 1.91% 12
2024
Q3 		$645M Sell
641,993
-44,204
-6% -$39.7M 2.17% 11
2024
Q2 		$672M Sell
686,197
-34,131
-5% -$27.3M 2.57% 9
2024
Q1 		$558M Buy
720,328
+153,835
+27% +$109M 2.14% 11
2023
Q4 		$398M Buy
566,493
+72,029
+15% +$42M 1.68% 15
2023
Q3 		$266M Buy
494,464
+473,704
+2,282% +$244M 1.55% 16
2023
Q2 		$9.74M Buy
20,760
+17,187
+481% +$7.21M 0.06% 151
2023
Q1 		$1.23M Sell
3,573
-915
-20% -$309K 0.01% 249
2022
Q4 		$1.64M Sell
4,488
-670
-13% -$238K 0.01% 218
2022
Q3 		$1.67M Buy
5,158
+2,770
+116% +$878K 0.01% 204
2022
Q2 		$774K Sell
2,388
-741
-24% -$222K 0.01% 301
2022
Q1 		$896K Buy
3,129
+2,929
+1,465% +$754K 0.01% 293
2021
Q4 		$55K Hold
200
– – ﹤0.01% 649
2021
Q3 		$46K Hold
200
– – ﹤0.01% 681
2021
Q2 		$46K Hold
200
– – ﹤0.01% 685
2021
Q1 		$37K Sell
200
-937
-82% -$183K ﹤0.01% 696
2020
Q4 		$192K Sell
1,137
-2,131
-65% -$318K ﹤0.01% 587
2020
Q3 		$484K Buy
3,268
+942
+40% +$146K ﹤0.01% 391
2020
Q2 		$382K Sell
2,326
-12,137
-84% -$1.86M ﹤0.01% 393
2020
Q1 		$2.01M Buy
+14,463
New +$1.99M 0.05% 153

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

Bank Julius Baer & Co's LLY Position: Q1 2026 in Review

Bank Julius Baer & Co increased its Eli Lilly (LLY) stake by 18% in Q1 2026, buying an estimated $140M and bringing the position to 885,763 shares worth $809M. The position accounts for 2.44% of the portfolio, ranked #8.

Bank Julius Baer & Co first reported a position in LLY in Q1 2020 and has held it in 25 quarters since. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Bank Julius Baer & Co held 885,763 shares of Eli Lilly worth $809M as of Q1 2026.
  • Bank Julius Baer & Co bought 137,673 Eli Lilly shares in Q1 2026, an estimated $140M.
  • Eli Lilly made up 2.44% of Bank Julius Baer & Co's portfolio in Q1 2026, its #8 holding.
  • Bank Julius Baer & Co first reported a position in Eli Lilly in Q1 2020 and has held it in 25 quarters since.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.