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Caldwell Sutter Capital’s Eli Lilly LLY Stock Holding History

Caldwell Sutter Capital’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 		$38.6K Sell
42
-17
-29% -$17.2K 0.02% 409
2025
Q4 		$63.4K Sell
59
-50
-46% -$47.8K 0.03% 335
2025
Q3 		$83.2K Sell
109
-175
-62% -$130K 0.04% 303
2025
Q2 		$221K Buy
284
+205
+259% +$159K 0.1% 187
2025
Q1 		$65.2K Sell
79
-7
-8% -$5.83K 0.03% 326
2024
Q4 		$66.4K Buy
86
+20
+30% +$16.6K 0.03% 323
2024
Q3 		$58.5K Hold
66
– – 0.03% 339
2024
Q2 		$59.8K Sell
66
-46
-41% -$36.8K 0.03% 332
2024
Q1 		$87.1K Sell
112
-24
-18% -$17.1K 0.04% 291
2023
Q4 		$79.3K Sell
136
-4
-3% -$2.33K 0.04% 296
2023
Q3 		$75.2K Sell
140
-12
-8% -$6.18K 0.04% 289
2023
Q2 		$71.3K Buy
152
+59
+63% +$24.7K 0.04% 291
2023
Q1 		$31.9K Buy
+93
New +$31.4K 0.02% 293

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

Caldwell Sutter Capital's LLY Position: Q1 2026 in Review

Caldwell Sutter Capital reduced its Eli Lilly (LLY) stake by 29% in Q1 2026, selling an estimated $17.2K and leaving 42 shares worth $38.6K. The position accounts for 0.02% of the portfolio, ranked #409.

Caldwell Sutter Capital first reported a position in LLY in Q1 2023 and has held it in 13 quarters since. The position peaked at $221K in Q2 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Caldwell Sutter Capital held 42 shares of Eli Lilly worth $38.6K as of Q1 2026.
  • Caldwell Sutter Capital sold 17 Eli Lilly shares in Q1 2026, an estimated $17.2K.
  • Eli Lilly made up 0.02% of Caldwell Sutter Capital's portfolio in Q1 2026, its #409 holding.
  • Caldwell Sutter Capital first reported a position in Eli Lilly in Q1 2023 and has held it in 13 quarters since.
  • Caldwell Sutter Capital's Eli Lilly position peaked at $221K in Q2 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.