Bruce G. Allen Investments’s Eli Lilly LLY Stock Holding History

Bruce G. Allen Investments’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	$132K	Sell	143 -6	-4%	-$6.08K	0.09%	121
2025 Q4	$160K	Sell	149 -39	-21%	-$37.3K	0.11%	99
2025 Q3	$143K	Buy	188 +6	+3%	+$4.46K	0.1%	111
2025 Q2	$142K	Sell	182 -29	-14%	-$22.5K	0.11%	110
2025 Q1	$174K	Hold	211	–	–	0.14%	82
2024 Q4	$163K	Sell	211 -2	-0.9%	-$1.66K	0.13%	90
2024 Q3	$189K	Sell	213 -94	-31%	-$84.5K	0.15%	81
2024 Q2	$278K	Sell	307 -53	-15%	-$42.4K	0.23%	54
2024 Q1	$280K	Sell	360 -6	-2%	-$4.27K	0.23%	56
2023 Q4	$213K	Buy	+366	New	+$214K	0.19%	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

Bruce G. Allen Investments's LLY Position: Q1 2026 in Review

Bruce G. Allen Investments reduced its Eli Lilly (LLY) stake by 4% in Q1 2026, selling an estimated $6.08K and leaving 143 shares worth $132K. The position accounts for 0.09% of the portfolio, ranked #121.

Bruce G. Allen Investments first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $280K in Q1 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Bruce G. Allen Investments held 143 shares of Eli Lilly worth $132K as of Q1 2026.
Bruce G. Allen Investments sold 6 Eli Lilly shares in Q1 2026, an estimated $6.08K.
Eli Lilly made up 0.09% of Bruce G. Allen Investments's portfolio in Q1 2026, its #121 holding.
Bruce G. Allen Investments first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
Bruce G. Allen Investments's Eli Lilly position peaked at $280K in Q1 2024.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.