Boston Family Office’s Eli Lilly LLY Stock Holding History

Boston Family Office’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	$17.3M	Sell	18,845 -96	-0.5%	-$97.3K	1.15%	23
2025 Q4	$20.4M	Buy	18,941 +17	+0.1%	+$16.3K	1.29%	22
2025 Q3	$14.4M	Buy	18,924 +9,887	+109%	+$7.36M	0.92%	35
2025 Q2	$7.04M	Buy	9,037 +3,755	+71%	+$2.92M	0.47%	59
2025 Q1	$4.36M	Hold	5,282	–	–	0.31%	72
2024 Q4	$4.08M	Hold	5,282	–	–	0.28%	78
2024 Q3	$4.68M	Sell	5,282 -285	-5%	-$256K	0.32%	72
2024 Q2	$5.04M	Sell	5,567 -20	-0.4%	-$16K	0.36%	67
2024 Q1	$4.35M	Sell	5,587 -360	-6%	-$256K	0.31%	73
2023 Q4	$3.47M	Sell	5,947 -307	-5%	-$179K	0.26%	76
2023 Q3	$3.36M	Sell	6,254 -948	-13%	-$488K	0.28%	77
2023 Q2	$3.38M	Hold	7,202	–	–	0.26%	78
2023 Q1	$2.47M	Sell	7,202 -18	-0.2%	-$6.07K	0.2%	96
2022 Q4	$2.64M	Sell	7,220 -32	-0.4%	-$11.3K	0.22%	87
2022 Q3	$2.34M	Sell	7,252 -1,999	-22%	-$633K	0.21%	91
2022 Q2	$3M	Sell	9,251 -150	-2%	-$45K	0.25%	79
2022 Q1	$2.69M	Hold	9,401	–	–	0.19%	96
2021 Q4	$2.6M	Buy	9,401 +125	+1%	+$31.7K	0.17%	106
2021 Q3	$2.14M	Hold	9,276	–	–	0.16%	111
2021 Q2	$2.13M	Sell	9,276 -25	-0.3%	-$5.02K	0.15%	115
2021 Q1	$1.77M	Sell	9,301 -298	-3%	-$58.3K	0.13%	124
2020 Q4	$1.62M	Sell	9,599 -116	-1%	-$17.3K	0.12%	128
2020 Q3	$1.44M	Sell	9,715 -11	-0.1%	-$1.7K	0.13%	120
2020 Q2	$1.6M	Hold	9,726	–	–	0.16%	115
2020 Q1	$1.35M	Sell	9,726 -50	-0.5%	-$6.87K	0.16%	118
2019 Q4	$1.28M	Hold	9,776	–	–	0.12%	134
2019 Q3	$1.09M	Hold	9,776	–	–	0.11%	139
2019 Q2	$1.08M	Buy	9,776 +11	+0.1%	+$1.29K	0.11%	138
2019 Q1	$1.27M	Sell	9,765 -50	-0.5%	-$6.08K	0.14%	134
2018 Q4	$1.14M	Sell	9,815 -100	-1%	-$11.2K	0.14%	135
2018 Q3	$1.06M	Hold	9,915	–	–	0.11%	148
2018 Q2	$846K	Hold	9,915	–	–	0.1%	156
2018 Q1	$767K	Hold	9,915	–	–	0.09%	161
2017 Q4	$837K	Sell	9,915 -665	-6%	-$56.6K	0.09%	157
2017 Q3	$905K	Hold	10,580	–	–	0.1%	153
2017 Q2	$871K	Buy	10,580 +90	+0.9%	+$7.34K	0.1%	155
2017 Q1	$882K	Sell	10,490 -75	-0.7%	-$6.01K	0.11%	154
2016 Q4	$777K	Buy	10,565 +165	+2%	+$12.3K	0.1%	161
2016 Q3	$835K	Hold	10,400	–	–	0.11%	156
2016 Q2	$819K	Sell	10,400 -50	-0.5%	-$3.76K	0.11%	156
2016 Q1	$753K	Hold	10,450	–	–	0.1%	162
2015 Q4	$881K	Hold	10,450	–	–	0.12%	148
2015 Q3	$875K	Sell	10,450 -200	-2%	-$16.9K	0.12%	147
2015 Q2	$889K	Hold	10,650	–	–	0.11%	154
2015 Q1	$774K	Sell	10,650 -50	-0.5%	-$3.56K	0.1%	169
2014 Q4	$738K	Hold	10,700	–	–	0.09%	168
2014 Q3	$694K	Sell	10,700 -5	-0%	-$317	0.09%	172
2014 Q2	$666K	Hold	10,705	–	–	0.08%	179
2014 Q1	$630K	Hold	10,705	–	–	0.08%	183
2013 Q4	$546K	Buy	10,705 +5	+0%	+$250	0.07%	182
2013 Q3	$539K	Hold	10,700	–	–	0.08%	183
2013 Q2	$526K	Buy	+10,700	New	+$582K	0.08%	178

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

Boston Family Office's LLY Position: Q1 2026 in Review

Boston Family Office reduced its Eli Lilly (LLY) stake by 0.51% in Q1 2026, selling an estimated $97.3K and leaving 18,845 shares worth $17.3M. The position accounts for 1.15% of the portfolio, ranked #23.

Boston Family Office first reported a position in LLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $20.4M in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Boston Family Office held 18,845 shares of Eli Lilly worth $17.3M as of Q1 2026.
Boston Family Office sold 96 Eli Lilly shares in Q1 2026, an estimated $97.3K.
Eli Lilly made up 1.15% of Boston Family Office's portfolio in Q1 2026, its #23 holding.
Boston Family Office first reported a position in Eli Lilly in Q2 2013 and has held it in 52 quarters since.
Boston Family Office's Eli Lilly position peaked at $20.4M in Q4 2025.
4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.