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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
2024
Q3 		– Sell
-18,209
Closed -$16.5M – 63
2024
Q2 		$16.5M Buy
+18,209
New +$14.6M 3.62% 7

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.