Baron Silver Stevens Financial Advisors’s Eli Lilly LLY Stock Holding History

Baron Silver Stevens Financial Advisors’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	$722K	Sell	784 -75	-9%	-$76K	0.1%	71
2025 Q4	$924K	Sell	859 -146	-15%	-$140K	0.13%	63
2025 Q3	$767K	Buy	1,005 +78	+8%	+$58K	0.11%	68
2025 Q2	$722K	Buy	927 +49	+6%	+$38.1K	0.12%	69
2025 Q1	$725K	Buy	878 +14	+2%	+$11.6K	0.13%	62
2024 Q4	$667K	Hold	864	–	–	0.11%	64
2024 Q3	$765K	Buy	864 +80	+10%	+$71.9K	0.13%	60
2024 Q2	$710K	Sell	784 -58	-7%	-$46.4K	0.13%	60
2024 Q1	$655K	Sell	842 -33	-4%	-$23.5K	0.13%	63
2023 Q4	$510K	Sell	875 -137	-14%	-$80K	0.11%	64
2023 Q3	$543K	Buy	1,012 +29	+3%	+$14.9K	0.12%	58
2023 Q2	$461K	Buy	983 +61	+7%	+$25.6K	0.1%	64
2023 Q1	$316K	Buy	922 +43	+5%	+$14.5K	0.08%	71
2022 Q4	$321K	Buy	+879	New	+$312K	0.08%	68
2022 Q3	–	Sell	-1,037	Closed	-$336K	–	129
2022 Q2	$336K	Buy	1,037 +158	+18%	+$47.4K	0.09%	72
2022 Q1	$251K	Buy	+879	New	+$226K	0.06%	85
2021 Q1	–	Sell	-367	Closed	-$62K	–	278
2020 Q4	$62K	Buy	+367	New	+$54.8K	0.02%	125

Other funds holding LLY

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

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Baron Silver Stevens Financial Advisors's LLY Position: Q1 2026 in Review

Baron Silver Stevens Financial Advisors reduced its Eli Lilly (LLY) stake by 8.7% in Q1 2026, selling an estimated $76K and leaving 784 shares worth $722K. The position accounts for 0.1% of the portfolio, ranked #71.

Baron Silver Stevens Financial Advisors first reported a position in LLY in Q4 2020 and has held it in 17 quarters since. The position peaked at $924K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Baron Silver Stevens Financial Advisors held 784 shares of Eli Lilly worth $722K as of Q1 2026.
Baron Silver Stevens Financial Advisors sold 75 Eli Lilly shares in Q1 2026, an estimated $76K.
Eli Lilly made up 0.1% of Baron Silver Stevens Financial Advisors's portfolio in Q1 2026, its #71 holding.
Baron Silver Stevens Financial Advisors first reported a position in Eli Lilly in Q4 2020 and has held it in 17 quarters since.
Baron Silver Stevens Financial Advisors's Eli Lilly position peaked at $924K in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.