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
2025 Q2	–	Sell	-12,500	Closed	-$10.3M	–	3644
2025 Q1	$10.3M	Buy	+12,500	New	+$10.4M	0.01%	916
2023 Q3	–	Sell	-25,000	Closed	-$11.7M	–	4045
2023 Q2	$11.7M	Buy	+25,000	New	+$10.5M	﹤0.01%	952
2022 Q4	–	Sell	-400	Closed	-$132	–	4160
2022 Q3	$132	Buy	+400	New	+$127K	﹤0.01%	3366
2019 Q2	–	Sell	-12,500	Closed	-$1.62M	–	4989
2019 Q1	$1.62M	Buy	12,500 +3,400	+37%	+$413K	﹤0.01%	1793
2018 Q4	$1.05M	Buy	+9,100	New	+$1.02M	﹤0.01%	1863
2014 Q1	–	Sell	-700	Closed	-$36K	–	4081
2013 Q4	$36K	Hold	700	–	–	﹤0.01%	3000
2013 Q3	$35K	Hold	700	–	–	﹤0.01%	2984
2013 Q2	$34K	Buy	+700	New	+$38.1K	﹤0.01%	2866

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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. 4,364 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.
4,364 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.