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Callahan Advisors’s Eli Lilly LLY Stock Holding History

Callahan 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
2026
Q1 		$18.5M Buy
20,163
+1,001
+5% +$1.01M 1.55% 22
2025
Q4 		$20.6M Buy
19,162
+468
+3% +$447K 1.69% 15
2025
Q3 		$14.3M Buy
18,694
+722
+4% +$537K 1.21% 28
2025
Q2 		$14M Buy
17,972
+1,312
+8% +$1.02M 1.26% 28
2025
Q1 		$13.8M Buy
16,660
+2,326
+16% +$1.94M 1.31% 28
2024
Q4 		$11.1M Sell
14,334
-547
-4% -$453K 1.04% 33
2024
Q3 		$13.2M Buy
14,881
+301
+2% +$271K 1.28% 25
2024
Q2 		$13.2M Buy
14,580
+2,477
+20% +$1.98M 1.37% 26
2024
Q1 		$9.42M Buy
12,103
+1,661
+16% +$1.18M 0.99% 35
2023
Q4 		$6.09M Buy
10,442
+2,663
+34% +$1.55M 0.71% 49
2023
Q3 		$4.18M Buy
7,779
+6,749
+655% +$3.48M 0.52% 54
2023
Q2 		$483K Buy
1,030
+150
+17% +$62.9K 0.06% 108
2023
Q1 		$302K Sell
880
-10
-1% -$3.37K 0.04% 123
2022
Q4 		$326K Buy
890
+90
+11% +$31.9K 0.04% 121
2022
Q3 		$259K Sell
800
-50
-6% -$15.8K 0.04% 131
2022
Q2 		$276K Buy
850
+25
+3% +$7.5K 0.04% 132
2022
Q1 		$236K Sell
825
-25
-3% -$6.43K 0.03% 140
2021
Q4 		$235K Buy
+850
New +$215K 0.03% 141

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

Callahan Advisors's LLY Position: Q1 2026 in Review

Callahan Advisors increased its Eli Lilly (LLY) stake by 5.2% in Q1 2026, buying an estimated $1.01M and bringing the position to 20,163 shares worth $18.5M. The position accounts for 1.55% of the portfolio, ranked #22.

Callahan Advisors first reported a position in LLY in Q4 2021 and has held it in 18 quarters since. The position peaked at $20.6M in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Callahan Advisors held 20,163 shares of Eli Lilly worth $18.5M as of Q1 2026.
  • Callahan Advisors bought 1,001 Eli Lilly shares in Q1 2026, an estimated $1.01M.
  • Eli Lilly made up 1.55% of Callahan Advisors's portfolio in Q1 2026, its #22 holding.
  • Callahan Advisors first reported a position in Eli Lilly in Q4 2021 and has held it in 18 quarters since.
  • Callahan Advisors's Eli Lilly position peaked at $20.6M in Q4 2025.
  • 4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Callahan Advisors's 13F filing for Q1 2026, filed 12 May 2026.