Bank of Montreal
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Bank of Montreal’s Eli Lilly LLY Stock Holding History

Bank of Montreal’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 		$1.39B Sell
1,507,369
-122,082
-7% -$124M 0.52% 38
2025
Q4 		$1.75B Buy
1,629,451
+59,534
+4% +$56.9M 0.61% 31
2025
Q3 		$1.2B Buy
1,569,917
+127,679
+9% +$95M 0.46% 46
2025
Q2 		$1.12B Sell
1,442,238
-81,138
-5% -$63.1M 0.53% 38
2025
Q1 		$1.26B Sell
1,523,376
-139,617
-8% -$116M 0.61% 34
2024
Q4 		$1.28B Sell
1,662,993
-228,365
-12% -$189M 0.6% 34
2024
Q3 		$1.66B Buy
1,891,358
+52,218
+3% +$46.9M 0.73% 27
2024
Q2 		$1.67B Buy
1,839,140
+26,158
+1% +$20.9M 0.48% 28
2024
Q1 		$1.41B Sell
1,812,982
-103,357
-5% -$73.6M 0.43% 30
2023
Q4 		$1.12B Buy
1,916,339
+190,301
+11% +$111M 0.34% 39
2023
Q3 		$1.01B Sell
1,726,038
-227,219
-12% -$117M 0.35% 38
2023
Q2 		$916M Buy
1,953,257
+311,612
+19% +$131M 0.32% 39
2023
Q1 		$564M Sell
1,641,645
-60,852
-4% -$20.5M 0.23% 62
2022
Q4 		$624M Buy
1,702,497
+150,173
+10% +$53.2M 0.27% 55
2022
Q3 		$513K Sell
1,552,324
-33,669
-2% -$10.7M 0.22% 64
2022
Q2 		$508K Buy
1,585,993
+270,379
+21% +$81.2M 0.24% 74
2022
Q1 		$382M Sell
1,315,614
-207,425
-14% -$53.4M 0.18% 101
2021
Q4 		$423M Sell
1,523,039
-668,859
-31% -$170M 0.22% 90
2021
Q3 		$506M Buy
2,191,898
+5,261
+0.2% +$1.3M 0.23% 82
2021
Q2 		$501M Buy
2,186,637
+237,688
+12% +$47.7M 0.25% 82
2021
Q1 		$356M Sell
1,948,949
-504,859
-21% -$98.8M 0.23% 88
2020
Q4 		$456M Buy
2,453,808
+151,543
+7% +$22.6M 0.3% 74
2020
Q3 		$332M Sell
2,302,265
-87,683
-4% -$13.6M 0.28% 81
2020
Q2 		$398M Sell
2,389,948
-291,503
-11% -$44.7M 0.36% 62
2020
Q1 		$381M Sell
2,681,451
-253,450
-9% -$34.8M 0.44% 51
2019
Q4 		$386M Sell
2,934,901
-178,144
-6% -$20.6M 0.29% 66
2019
Q3 		$348M Sell
3,113,045
-551,892
-15% -$61.4M 0.3% 67
2019
Q2 		$406M Sell
3,664,937
-149,419
-4% -$17.6M 0.34% 58
2019
Q1 		$495M Sell
3,814,356
-561,716
-13% -$68.3M 0.42% 47
2018
Q4 		$506M Buy
4,376,072
+45,418
+1% +$5.07M 0.48% 42
2018
Q3 		$465M Buy
4,330,654
+191,374
+5% +$19.1M 0.36% 55
2018
Q2 		$353M Sell
4,139,280
-546,661
-12% -$44.9M 0.29% 63
2018
Q1 		$363M Buy
4,685,941
+54,700
+1% +$4.4M 0.32% 58
2017
Q4 		$391M Buy
4,631,241
+2,133,606
+85% +$182M 0.34% 56
2017
Q3 		$214M Buy
2,497,635
+988,698
+66% +$81.1M 0.2% 104
2017
Q2 		$124M Buy
1,508,937
+604,577
+67% +$49.3M 0.12% 164
2017
Q1 		$76.1M Sell
904,360
-29,225
-3% -$2.34M 0.07% 223
2016
Q4 		$62.7M Sell
933,585
-222,432
-19% -$16.6M 0.07% 251
2016
Q3 		$92.8M Buy
1,156,017
+57,025
+5% +$4.56M 0.1% 174
2016
Q2 		$86.5M Buy
1,098,992
+235,621
+27% +$17.7M 0.1% 178
2016
Q1 		$62.2M Sell
863,371
-97,440
-10% -$7.37M 0.07% 213
2015
Q4 		$81M Buy
960,811
+141,723
+17% +$11.8M 0.1% 164
2015
Q3 		$68.5M Sell
819,088
-37,830
-4% -$3.19M 0.09% 193
2015
Q2 		$71.5M Sell
856,918
-58,027
-6% -$4.42M 0.08% 218
2015
Q1 		$66.5M Sell
914,945
-28,402
-3% -$2.02M 0.08% 229
2014
Q4 		$65.1M Buy
943,347
+13,429
+1% +$906K 0.07% 225
2014
Q3 		$60.3M Sell
929,918
-161,338
-15% -$10.2M 0.07% 252
2014
Q2 		$67.8M Buy
1,091,256
+175,845
+19% +$10.5M 0.08% 220
2014
Q1 		$53.9M Sell
915,411
-105,018
-10% -$5.86M 0.07% 224
2013
Q4 		$52M Sell
1,020,429
-636,687
-38% -$31.9M 0.07% 215
2013
Q3 		$83.4M Sell
1,657,116
-2,266,646
-58% -$119M 0.13% 138
2013
Q2 		$193M Buy
+3,923,762
New +$214M 0.34% 60

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 of Montreal's LLY Position: Q1 2026 in Review

Bank of Montreal reduced its Eli Lilly (LLY) stake by 7.5% in Q1 2026, selling an estimated $124M and leaving 1,507,369 shares worth $1.39B. The position accounts for 0.52% of the portfolio, ranked #38.

Bank of Montreal first reported a position in LLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.75B in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Bank of Montreal held 1,507,369 shares of Eli Lilly worth $1.39B as of Q1 2026.
  • Bank of Montreal sold 122,082 Eli Lilly shares in Q1 2026, an estimated $124M.
  • Eli Lilly made up 0.52% of Bank of Montreal's portfolio in Q1 2026, its #38 holding.
  • Bank of Montreal first reported a position in Eli Lilly in Q2 2013 and has held it in 52 quarters since.
  • Bank of Montreal's Eli Lilly position peaked at $1.75B in Q4 2025.
  • 4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.