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
2024 Q4	–	Sell	-34,900	Closed	-$30.6M	–	3776
2024 Q3	$30.6M	Buy	+34,900	New	+$31.4M	0.01%	624
2023 Q1	–	Sell	-42,700	Closed	-$15.7M	–	4006
2022 Q4	$15.7M	Buy	42,700 +41,700	+4,170%	+$14.8M	0.01%	788
2022 Q3	$330	Buy	+1,000	New	+$317K	﹤0.01%	2874
2020 Q1	–	Sell	-18,900	Closed	-$2.48M	–	4418
2019 Q4	$2.48M	Buy	+18,900	New	+$2.19M	﹤0.01%	1751
2019 Q2	–	Sell	-1,500	Closed	-$195K	–	4990
2019 Q1	$195K	Buy	+1,500	New	+$182K	﹤0.01%	2736
2017 Q1	–	Sell	-60,000	Closed	-$4.03M	–	4099
2016 Q4	$4.03M	Buy	+60,000	New	+$4.47M	﹤0.01%	1175
2014 Q1	–	Sell	-1,042	Closed	-$53K	–	4082
2013 Q4	$53K	Buy	1,042 +42	+4%	+$2.1K	﹤0.01%	2838
2013 Q3	$50K	Hold	1,000	–	–	﹤0.01%	2824
2013 Q2	$49K	Buy	+1,000	New	+$54.4K	﹤0.01%	2731

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. 4,363 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.
4,363 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.