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Bollard Group’s Eli Lilly LLY Stock Holding History

Bollard Group’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 		$951K Hold
5,500
– – 0.03% 113
2025
Q4 		$1.84M Hold
5,500
– – 0.05% 88
2025
Q3 		$523K Buy
+5,500
New +$4.09M 0.01% 134

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

Bollard Group's LLY Position: Q1 2026 in Review

Bollard Group reduced its Eli Lilly (LLY) stake by 3.8% in Q1 2026, selling an estimated $7.65M and leaving 190,672 shares worth $175M. The position accounts for 5.17% of the portfolio, ranked #2.

Bollard Group first reported a position in LLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $228M in Q2 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Bollard Group held 190,672 shares of Eli Lilly worth $175M as of Q1 2026.
  • Bollard Group sold 7,548 Eli Lilly shares in Q1 2026, an estimated $7.65M.
  • Eli Lilly made up 5.17% of Bollard Group's portfolio in Q1 2026, its #2 holding.
  • Bollard Group first reported a position in Eli Lilly in Q2 2013 and has held it in 52 quarters since.
  • Bollard Group's Eli Lilly position peaked at $228M in Q2 2024.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Bollard Group's 13F filing for Q1 2026, filed 14 May 2026.