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Cambria Investment Management’s Eli Lilly LLY Stock Holding History

Cambria Investment Management’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 		$1.95M Sell
2,120
-150
-7% -$152K 0.11% 165
2025
Q4 		$2.44M Buy
2,270
+842
+59% +$805K 0.14% 167
2025
Q3 		$1.09M Buy
1,428
+1,026
+255% +$764K 0.07% 212
2025
Q2 		$313K Buy
+402
New +$312K 0.02% 370
2019
Q4 		– Sell
-38,012
Closed -$4.25M – 211
2019
Q3 		$4.25M Buy
38,012
+500
+1% +$55.7K 0.64% 69
2019
Q2 		$4.16M Buy
37,512
+188
+0.5% +$22.1K 0.64% 74
2019
Q1 		$4.84M Sell
37,324
-754
-2% -$91.7K 0.75% 39
2018
Q4 		$4.41M Sell
38,078
-7,529
-17% -$841K 0.75% 38
2018
Q3 		$4.89M Sell
45,607
-4,113
-8% -$411K 0.72% 34
2018
Q2 		$4.36M Sell
49,720
-7,981
-14% -$656K 0.65% 58
2018
Q1 		$4.46M Sell
57,701
-12,700
-18% -$1.02M 0.65% 69
2017
Q4 		$5.95M Buy
70,401
+1,496
+2% +$127K 0.83% 62
2017
Q3 		$5.89M Buy
68,905
+44,387
+181% +$3.64M 0.91% 33
2017
Q2 		$2.02M Buy
+24,518
New +$2M 0.43% 64
2015
Q3 		– Sell
-37,977
Closed -$3.17M – 347
2015
Q2 		$3.17M Buy
37,977
+264
+0.7% +$20.1K 0.97% 14
2015
Q1 		$2.74K Buy
37,713
+1,848
+5% +$132K 0.31% 33
2014
Q4 		$2.47M Buy
+35,865
New +$2.42M 0.88% 33

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

Cambria Investment Management's LLY Position: Q1 2026 in Review

Cambria Investment Management reduced its Eli Lilly (LLY) stake by 6.6% in Q1 2026, selling an estimated $152K and leaving 2,120 shares worth $1.95M. The position accounts for 0.11% of the portfolio, ranked #165.

Cambria Investment Management first reported a position in LLY in Q4 2014 and has held it in 17 quarters since. The position peaked at $5.95M in Q4 2017. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Cambria Investment Management held 2,120 shares of Eli Lilly worth $1.95M as of Q1 2026.
  • Cambria Investment Management sold 150 Eli Lilly shares in Q1 2026, an estimated $152K.
  • Eli Lilly made up 0.11% of Cambria Investment Management's portfolio in Q1 2026, its #165 holding.
  • Cambria Investment Management first reported a position in Eli Lilly in Q4 2014 and has held it in 17 quarters since.
  • Cambria Investment Management's Eli Lilly position peaked at $5.95M in Q4 2017.
  • 4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Cambria Investment Management's 13F filing for Q1 2026, filed 15 May 2026.