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Bender Robert & Associates’s Eli Lilly LLY Stock Holding History

Bender Robert & Associates’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 		$16.1M Sell
17,554
-386
-2% -$391K 3.87% 8
2025
Q4 		$19.3M Sell
17,940
-270
-1% -$258K 4.01% 8
2025
Q3 		$13.9M Sell
18,210
-156
-0.8% -$116K 3% 9
2025
Q2 		$14.3M Sell
18,366
-53
-0.3% -$41.2K 3.19% 7
2025
Q1 		$15.2M Buy
18,419
+136
+0.7% +$113K 3.84% 7
2024
Q4 		$14.1M Buy
18,283
+232
+1% +$192K 3.41% 8
2024
Q3 		$16M Buy
+18,051
New +$16.2M 3.4% 7
2024
Q2 		– Sell
-19,426
Closed -$15.5M – 66
2024
Q1 		$15.1M Sell
19,426
-387
-2% -$275K 3.54% 8
2023
Q4 		$11.5M Buy
19,813
+22
+0.1% +$12.8K 2.91% 12
2023
Q3 		$10.6M Buy
19,791
+30
+0.2% +$15.5K 3.11% 10
2023
Q2 		$9.27M Buy
19,761
+8,611
+77% +$3.61M 2.56% 12
2023
Q1 		$3.83M Buy
11,150
+116
+1% +$39.1K 1.19% 20
2022
Q4 		$4.04M Buy
11,034
+75
+0.7% +$26.6K 1.51% 20
2022
Q3 		$3.54M Buy
10,959
+740
+7% +$234K 1.37% 20
2022
Q2 		$3.31M Buy
10,219
+195
+2% +$58.5K 1.27% 21
2022
Q1 		$2.87M Buy
10,024
+980
+11% +$252K 0.82% 25
2021
Q4 		$2.09M Hold
9,044
– – 0.6% 27
2021
Q3 		$2.09M Buy
9,044
+5
+0.1% +$1.23K 0.6% 27
2021
Q2 		$2.08M Buy
9,039
+952
+12% +$191K 0.59% 28
2021
Q1 		$1.51M Buy
8,087
+737
+10% +$144K 0.49% 29
2020
Q4 		$1.24M Buy
7,350
+855
+13% +$128K 0.39% 29
2020
Q3 		$961K Buy
6,495
+200
+3% +$31K 0.34% 30
2020
Q2 		$1.03M Buy
6,295
+840
+15% +$129K 0.41% 29
2020
Q1 		$757K Hold
5,455
– – 0.4% 29
2019
Q4 		$717K Sell
5,455
-113
-2% -$13.1K 0.32% 33
2019
Q3 		$623K Hold
5,568
– – 0.31% 33
2019
Q2 		$603K Sell
5,568
-125
-2% -$14.7K 0.29% 33
2019
Q1 		$739K Buy
5,693
+125
+2% +$15.2K 0.36% 32
2018
Q4 		$644K Buy
5,568
+25
+0.5% +$2.79K 0.37% 32
2018
Q3 		$595K Sell
5,543
-160
-3% -$16K 0.27% 34
2018
Q2 		$487K Sell
5,703
-110
-2% -$9.04K 0.26% 34
2018
Q1 		$450K Sell
5,813
-110
-2% -$8.86K 0.25% 37
2017
Q4 		$500K Sell
5,923
-140
-2% -$11.9K 0.28% 35
2017
Q3 		$519K Buy
6,063
+35
+0.6% +$2.87K 0.3% 34
2017
Q2 		$496K Sell
6,028
-333
-5% -$27.2K 0.3% 34
2017
Q1 		$535K Sell
6,361
-120
-2% -$9.61K 0.34% 33
2016
Q4 		$477K Buy
6,481
+165
+3% +$12.3K 0.34% 35
2016
Q3 		$507K Buy
6,316
+100
+2% +$8K 0.33% 33
2016
Q2 		$490K Sell
6,216
-370
-6% -$27.9K 0.35% 36
2016
Q1 		$474K Buy
6,586
+350
+6% +$26.5K 0.32% 35
2015
Q4 		$525K Buy
6,236
+5,675
+1,012% +$471K 0.34% 34
2015
Q3 		$473K Sell
561
-5,015
-90% -$423K 0.32% 33
2015
Q2 		$466K Buy
5,576
+237
+4% +$18.1K 0.28% 34
2015
Q1 		$288K Buy
5,339
+395
+8% +$28.1K 0.17% 48
2014
Q4 		$341K Buy
4,944
+315
+7% +$21.3K 0.22% 40
2014
Q3 		$300K Sell
4,629
-71
-2% -$4.5K 0.21% 44
2014
Q2 		$292K Sell
4,700
-50
-1% -$2.98K 0.21% 46
2014
Q1 		$280 Buy
4,750
+30
+0.6% +$1.67K 0.19% 48
2013
Q4 		$241K Buy
4,720
+95
+2% +$4.76K 0.18% 54
2013
Q3 		$233K Buy
4,625
+140
+3% +$7.33K 0.18% 54
2013
Q2 		$220K Buy
+4,485
New +$244K 0.19% 54

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

Bender Robert & Associates's LLY Position: Q1 2026 in Review

Bender Robert & Associates reduced its Eli Lilly (LLY) stake by 2.2% in Q1 2026, selling an estimated $391K and leaving 17,554 shares worth $16.1M. The position accounts for 3.87% of the portfolio, ranked #8.

Bender Robert & Associates first reported a position in LLY in Q2 2013 and has held it in 51 quarters since. The position peaked at $19.3M in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Bender Robert & Associates held 17,554 shares of Eli Lilly worth $16.1M as of Q1 2026.
  • Bender Robert & Associates sold 386 Eli Lilly shares in Q1 2026, an estimated $391K.
  • Eli Lilly made up 3.87% of Bender Robert & Associates's portfolio in Q1 2026, its #8 holding.
  • Bender Robert & Associates first reported a position in Eli Lilly in Q2 2013 and has held it in 51 quarters since.
  • Bender Robert & Associates's Eli Lilly position peaked at $19.3M in Q4 2025.
  • 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Bender Robert & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.