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Bruce & Co’s Eli Lilly LLY Stock Holding History

Bruce & Co’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 		$1.84M Hold
2,000
– – 0.53% 28
2025
Q4 		$2.15M Hold
2,000
– – 0.67% 27
2025
Q3 		$1.53M Hold
2,000
– – 0.47% 28
2025
Q2 		$1.56M Hold
2,000
– – 0.51% 27
2025
Q1 		$1.65M Hold
2,000
– – 0.53% 25
2024
Q4 		$1.54M Buy
+2,000
New +$1.66M 0.5% 25

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

Bruce & Co's LLY Position: Q1 2026 in Review

Bruce & Co held its Eli Lilly (LLY) position steady in Q1 2026 at 2,000 shares worth $1.84M. The position accounts for 0.53% of the portfolio, ranked #28.

Bruce & Co first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.15M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Bruce & Co held 2,000 shares of Eli Lilly worth $1.84M as of Q1 2026.
  • Bruce & Co left its Eli Lilly share count unchanged in Q1 2026.
  • Eli Lilly made up 0.53% of Bruce & Co's portfolio in Q1 2026, its #28 holding.
  • Bruce & Co first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
  • Bruce & Co's Eli Lilly position peaked at $2.15M in Q4 2025.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Bruce & Co's 13F filing for Q1 2026, filed 14 May 2026.