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Broadleaf Partners’s Eli Lilly LLY Stock Holding History

Broadleaf Partners’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 		$8.36M Buy
9,092
+2,841
+45% +$2.88M 1.95% 20
2025
Q4 		$6.72M Sell
6,251
-7
-0.1% -$6.69K 1.42% 27
2025
Q3 		$4.77M Sell
6,258
-107
-2% -$79.6K 1% 33
2025
Q2 		$4.96M Sell
6,365
-25
-0.4% -$19.4K 1.09% 31
2025
Q1 		$5.28M Sell
6,390
-7,204
-53% -$5.99M 1.38% 25
2024
Q4 		$10.5M Sell
13,594
-5,104
-27% -$4.23M 2.45% 16
2024
Q3 		$16.6M Sell
18,698
-50
-0.3% -$45K 3.92% 6
2024
Q2 		$17M Sell
18,748
-71
-0.4% -$56.8K 4.11% 6
2024
Q1 		$14.6M Buy
18,819
+3,848
+26% +$2.74M 3.75% 6
2023
Q4 		$8.73M Sell
14,971
-4,677
-24% -$2.73M 2.56% 14
2023
Q3 		$10.6M Sell
19,648
-51
-0.3% -$26.3K 3.52% 8
2023
Q2 		$9.24M Buy
19,699
+31
+0.2% +$13K 3.01% 7
2023
Q1 		$6.75M Buy
19,668
+479
+2% +$162K 2.41% 19
2022
Q4 		$7.02M Buy
+19,189
New +$6.8M 2.77% 15

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

Broadleaf Partners's LLY Position: Q1 2026 in Review

Broadleaf Partners increased its Eli Lilly (LLY) stake by 45% in Q1 2026, buying an estimated $2.88M and bringing the position to 9,092 shares worth $8.36M. The position accounts for 1.95% of the portfolio, ranked #20.

Broadleaf Partners first reported a position in LLY in Q4 2022 and has held it in 14 quarters since. The position peaked at $17M in Q2 2024. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Broadleaf Partners held 9,092 shares of Eli Lilly worth $8.36M as of Q1 2026.
  • Broadleaf Partners bought 2,841 Eli Lilly shares in Q1 2026, an estimated $2.88M.
  • Eli Lilly made up 1.95% of Broadleaf Partners's portfolio in Q1 2026, its #20 holding.
  • Broadleaf Partners first reported a position in Eli Lilly in Q4 2022 and has held it in 14 quarters since.
  • Broadleaf Partners's Eli Lilly position peaked at $17M in Q2 2024.
  • 4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Broadleaf Partners's 13F filing for Q1 2026, filed 14 May 2026.