Boston Research & Management’s Eli Lilly LLY Stock Holding History

Boston Research & Management’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	$4.45M	Buy	4,833 +685	+17%	+$694K	1.06%	44
2025 Q4	$4.46M	Sell	4,148 -40	-1%	-$38.2K	1.03%	44
2025 Q3	$3.19M	Hold	4,188	–	–	0.7%	56
2025 Q2	$3.26M	Hold	4,188	–	–	0.78%	53
2025 Q1	$3.46M	Hold	4,188	–	–	0.86%	52
2024 Q4	$3.23M	Hold	4,188	–	–	0.79%	53
2024 Q3	$3.71M	Sell	4,188 -245	-6%	-$220K	0.87%	52
2024 Q2	$4.01M	Hold	4,433	–	–	1.01%	46
2024 Q1	$3.45M	Hold	4,433	–	–	0.85%	53
2023 Q4	$2.58M	Hold	4,433	–	–	0.69%	58
2023 Q3	$2.38M	Hold	4,433	–	–	0.7%	57
2023 Q2	$2.08M	Hold	4,433	–	–	0.59%	58
2023 Q1	$1.52M	Hold	4,433	–	–	0.45%	62
2022 Q4	$1.62M	Sell	4,433 -40	-0.9%	-$14.2K	0.5%	64
2022 Q3	$1.45M	Hold	4,473	–	–	0.49%	64
2022 Q2	$1.45M	Hold	4,473	–	–	0.47%	65
2022 Q1	$1.28M	Hold	4,473	–	–	0.37%	66
2021 Q4	$1.24M	Hold	4,473	–	–	0.34%	67
2021 Q3	$1.03M	Hold	4,473	–	–	0.31%	68
2021 Q2	$1.03M	Hold	4,473	–	–	0.31%	66
2021 Q1	$835K	Hold	4,473	–	–	0.27%	68
2020 Q4	$755K	Hold	4,473	–	–	0.26%	68
2020 Q3	$662K	Hold	4,473	–	–	0.26%	67
2020 Q2	$734K	Hold	4,473	–	–	0.31%	65
2020 Q1	$620K	Hold	4,473	–	–	0.31%	64
2019 Q4	$587K	Hold	4,473	–	–	0.22%	76
2019 Q3	$500K	Hold	4,473	–	–	0.2%	76
2019 Q2	$495K	Hold	4,473	–	–	0.2%	79
2019 Q1	$580K	Sell	4,473 -27	-0.6%	-$3.28K	0.24%	76
2018 Q4	$520K	Hold	4,500	–	–	0.25%	72
2018 Q3	$482K	Hold	4,500	–	–	0.22%	77
2018 Q2	$383K	Sell	4,500 -315	-7%	-$25.9K	0.19%	77
2018 Q1	$372K	Hold	4,815	–	–	0.19%	81
2017 Q4	$406K	Hold	4,815	–	–	0.2%	79
2017 Q3	$411K	Hold	4,815	–	–	0.21%	78
2017 Q2	$396K	Hold	4,815	–	–	0.21%	77
2017 Q1	$404K	Hold	4,815	–	–	0.22%	77
2016 Q4	$354K	Hold	4,815	–	–	0.2%	80
2016 Q3	$386K	Hold	4,815	–	–	0.22%	77
2016 Q2	$379K	Hold	4,815	–	–	0.23%	77
2016 Q1	$346K	Hold	4,815	–	–	0.22%	82
2015 Q4	$405K	Hold	4,815	–	–	0.25%	79
2015 Q3	$402K	Hold	4,815	–	–	0.26%	79
2015 Q2	$402K	Sell	4,815 -60	-1%	-$4.57K	0.25%	77
2015 Q1	$354K	Hold	4,875	–	–	0.22%	80
2014 Q4	$336K	Hold	4,875	–	–	0.21%	84
2014 Q3	$316K	Hold	4,875	–	–	0.21%	83
2014 Q2	$303K	Hold	4,875	–	–	0.21%	82
2014 Q1	$286K	Hold	4,875	–	–	0.21%	85
2013 Q4	$248K	Sell	4,875 -2,610	-35%	-$131K	0.19%	83
2013 Q3	$376K	Hold	7,485	–	–	0.32%	67
2013 Q2	$367K	Buy	+7,485	New	+$407K	0.33%	68

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 Research & Management's LLY Position: Q1 2026 in Review

Boston Research & Management increased its Eli Lilly (LLY) stake by 17% in Q1 2026, buying an estimated $694K and bringing the position to 4,833 shares worth $4.45M. The position accounts for 1.06% of the portfolio, ranked #44.

Boston Research & Management first reported a position in LLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.46M in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Boston Research & Management held 4,833 shares of Eli Lilly worth $4.45M as of Q1 2026.
Boston Research & Management bought 685 Eli Lilly shares in Q1 2026, an estimated $694K.
Eli Lilly made up 1.06% of Boston Research & Management's portfolio in Q1 2026, its #44 holding.
Boston Research & Management first reported a position in Eli Lilly in Q2 2013 and has held it in 52 quarters since.
Boston Research & Management's Eli Lilly position peaked at $4.46M in Q4 2025.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Boston Research & Management's 13F filing for Q1 2026, filed 10 Apr 2026.