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Callan Family Office’s Eli Lilly LLY Stock Holding History

Callan Family Office’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 		$48.7M Sell
52,954
-1,639
-3% -$1.66M 1.11% 13
2025
Q4 		$58.7M Buy
54,593
+14,020
+35% +$13.4M 1.26% 12
2025
Q3 		$31M Sell
40,573
-2,237
-5% -$1.66M 0.99% 15
2025
Q2 		$33.4M Buy
42,810
+19,884
+87% +$15.5M 1.05% 14
2025
Q1 		$18.9M Buy
22,926
+421
+2% +$350K 1.42% 12
2024
Q4 		$17.4M Buy
22,505
+21,742
+2,850% +$18M 1.11% 15
2024
Q3 		$676K Buy
763
+178
+30% +$160K 0.11% 86
2024
Q2 		$530K Buy
585
+294
+101% +$235K 0.1% 81
2024
Q1 		$226K Buy
+291
New +$207K 0.05% 88

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

Callan Family Office's LLY Position: Q1 2026 in Review

Callan Family Office reduced its Eli Lilly (LLY) stake by 3% in Q1 2026, selling an estimated $1.66M and leaving 52,954 shares worth $48.7M. The position accounts for 1.11% of the portfolio, ranked #13.

Callan Family Office first reported a position in LLY in Q1 2024 and has held it in 9 quarters since. The position peaked at $58.7M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Callan Family Office held 52,954 shares of Eli Lilly worth $48.7M as of Q1 2026.
  • Callan Family Office sold 1,639 Eli Lilly shares in Q1 2026, an estimated $1.66M.
  • Eli Lilly made up 1.11% of Callan Family Office's portfolio in Q1 2026, its #13 holding.
  • Callan Family Office first reported a position in Eli Lilly in Q1 2024 and has held it in 9 quarters since.
  • Callan Family Office's Eli Lilly position peaked at $58.7M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.