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Bluesphere Advisors’s Eli Lilly LLY Stock Holding History

Bluesphere 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 		$1.4M Buy
1,521
+2
+0.1% +$2.03K 0.5% 25
2025
Q4 		$1.63M Buy
1,519
+3
+0.2% +$2.87K 0.72% 22
2025
Q3 		$1.16M Sell
1,516
-34
-2% -$25.3K 0.53% 31
2025
Q2 		$1.21M Buy
1,550
+349
+29% +$271K 0.6% 27
2025
Q1 		$992K Buy
1,201
+28
+2% +$23.3K 0.57% 31
2024
Q4 		$905K Buy
1,173
+207
+21% +$171K 0.44% 34
2024
Q3 		$856K Buy
966
+16
+2% +$14.4K 0.42% 33
2024
Q2 		$860K Sell
950
-260
-21% -$208K 0.44% 32
2024
Q1 		$941K Buy
1,210
+1
+0.1% +$712 0.52% 31
2023
Q4 		$705K Buy
1,209
+600
+99% +$350K 0.44% 34
2023
Q3 		$327K Buy
609
+1
+0.2% +$515 0.24% 55
2023
Q2 		$285K Buy
608
+1
+0.2% +$419 0.2% 65
2023
Q1 		$208K Buy
607
+2
+0.3% +$675 0.17% 76
2022
Q4 		$221K Buy
+605
New +$215K 0.2% 77

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

Bluesphere Advisors's LLY Position: Q1 2026 in Review

Bluesphere Advisors increased its Eli Lilly (LLY) stake by 0.13% in Q1 2026, buying an estimated $2.03K and bringing the position to 1,521 shares worth $1.4M. The position accounts for 0.5% of the portfolio, ranked #25.

Bluesphere Advisors first reported a position in LLY in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.63M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Bluesphere Advisors held 1,521 shares of Eli Lilly worth $1.4M as of Q1 2026.
  • Bluesphere Advisors bought 2 Eli Lilly shares in Q1 2026, an estimated $2.03K.
  • Eli Lilly made up 0.5% of Bluesphere Advisors's portfolio in Q1 2026, its #25 holding.
  • Bluesphere Advisors first reported a position in Eli Lilly in Q4 2022 and has held it in 14 quarters since.
  • Bluesphere Advisors's Eli Lilly position peaked at $1.63M in Q4 2025.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Bluesphere Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.