Calamos Advisors
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Calamos Advisors’s Eli Lilly LLY Stock Holding History

Calamos Advisors’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
2023
Q1 		– Sell
-23,100
Closed -$8.45M – 1179
2022
Q4 		$8.45M Sell
23,100
-3,000
-11% -$1.06M 0.04% 526
2022
Q3 		$8.44M Hold
26,100
– – 0.04% 536
2022
Q2 		$8.46M Buy
+26,100
New +$7.83M 0.04% 551

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

Calamos Advisors's LLY Position: Q1 2026 in Review

Calamos Advisors increased its Eli Lilly (LLY) stake by 13% in Q1 2026, buying an estimated $36.4M and bringing the position to 308,497 shares worth $284M. The position accounts for 1.01% of the portfolio, ranked #15.

Calamos Advisors first reported a position in LLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $300M in Q2 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Calamos Advisors held 308,497 shares of Eli Lilly worth $284M as of Q1 2026.
  • Calamos Advisors bought 35,943 Eli Lilly shares in Q1 2026, an estimated $36.4M.
  • Eli Lilly made up 1.01% of Calamos Advisors's portfolio in Q1 2026, its #15 holding.
  • Calamos Advisors first reported a position in Eli Lilly in Q2 2013 and has held it in 52 quarters since.
  • Calamos Advisors's Eli Lilly position peaked at $300M in Q2 2024.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Calamos Advisors's 13F filing for Q1 2026, filed 4 May 2026.