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Benchmark Investment Advisors’s Eli Lilly LLY Stock Holding History

Benchmark Investment 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 		$1.89M Buy
+2,058
New +$2.09M 1.1% 33
2025
Q3 		$377K Buy
+494
New +$368K 0.22% 62
2025
Q1 		$206K Buy
+249
New +$207K 0.13% 86
2024
Q4 		– Sell
-249
Closed -$221K – 92
2024
Q3 		$221K Hold
249
– – 0.16% 85
2024
Q2 		$225K Buy
+249
New +$199K 0.16% 85

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

Benchmark Investment Advisors's LLY Position: Q1 2026 in Review

Benchmark Investment Advisors opened a new position in Eli Lilly (LLY) in Q1 2026: 2,058 shares worth $1.89M. The stake represents 1.1% of the portfolio and ranks #33 among its holdings. This is a return to the name: Benchmark Investment Advisors previously reported a position in LLY as recently as Q3 2025.

Benchmark Investment Advisors first reported a position in LLY in Q2 2024 and has held it in 5 quarters since. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Benchmark Investment Advisors held 2,058 shares of Eli Lilly worth $1.89M as of Q1 2026.
  • Eli Lilly was a new Benchmark Investment Advisors position in Q1 2026.
  • Eli Lilly made up 1.1% of Benchmark Investment Advisors's portfolio in Q1 2026, its #33 holding.
  • Benchmark Investment Advisors first reported a position in Eli Lilly in Q2 2024 and has held it in 5 quarters since.
  • 4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Benchmark Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.