Birinyi Associates’s Eli Lilly LLY Stock Holding History

Birinyi 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	$1.09M	Buy	1,191 +136	+13%	+$138K	0.3%	35
2025 Q4	$1.13M	Hold	1,055	–	–	0.28%	33
2025 Q3	$805K	Hold	1,055	–	–	0.21%	41
2025 Q2	$822K	Hold	1,055	–	–	0.24%	38
2025 Q1	$871K	Hold	1,055	–	–	0.28%	36
2024 Q4	$814K	Sell	1,055 -3,953	-79%	-$3.27M	0.22%	38
2024 Q3	$4.44M	Buy	5,008 +228	+5%	+$205K	1.27%	17
2024 Q2	$4.33M	Buy	4,780 +2,105	+79%	+$1.68M	1.3%	18
2024 Q1	$2.08M	Buy	2,675 +1,046	+64%	+$744K	0.68%	24
2023 Q4	$950K	Buy	1,629 +879	+117%	+$513K	0.34%	36
2023 Q3	$403K	Hold	750	–	–	0.16%	45
2023 Q2	$352K	Sell	750 -950	-56%	-$398K	0.13%	51
2023 Q1	$584K	Buy	+1,700	New	+$573K	0.24%	46
2022 Q4	–	Sell	-1,550	Closed	-$501K	–	58
2022 Q3	$501K	Buy	+1,550	New	+$491K	0.23%	43
2021 Q4	–	Sell	-900	Closed	-$208K	–	66
2021 Q3	$208K	Buy	+900	New	+$222K	0.07%	66
2019 Q4	–	Sell	-4,000	Closed	-$447K	–	78
2019 Q3	$447K	Sell	4,000 -100	-2%	-$11.1K	0.19%	55
2019 Q2	$454K	Buy	+4,100	New	+$483K	0.19%	55

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

Birinyi Associates's LLY Position: Q1 2026 in Review

Birinyi Associates increased its Eli Lilly (LLY) stake by 13% in Q1 2026, buying an estimated $138K and bringing the position to 1,191 shares worth $1.09M. The position accounts for 0.3% of the portfolio, ranked #35.

Birinyi Associates first reported a position in LLY in Q2 2019 and has held it in 17 quarters since. The position peaked at $4.44M in Q3 2024. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Birinyi Associates held 1,191 shares of Eli Lilly worth $1.09M as of Q1 2026.
Birinyi Associates bought 136 Eli Lilly shares in Q1 2026, an estimated $138K.
Eli Lilly made up 0.3% of Birinyi Associates's portfolio in Q1 2026, its #35 holding.
Birinyi Associates first reported a position in Eli Lilly in Q2 2019 and has held it in 17 quarters since.
Birinyi Associates's Eli Lilly position peaked at $4.44M in Q3 2024.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Birinyi Associates's 13F filing for Q1 2026, filed 4 May 2026.