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Capital Group Investment Management’s Eli Lilly LLY Stock Holding History

Capital Group 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 		$14.2M Sell
15,452
-698
-4% -$708K 2.43% 7
2025
Q4 		$17.4M Buy
16,150
+1,089
+7% +$1.04M 2.82% 6
2025
Q3 		$11.5M Sell
15,061
-519
-3% -$386K 1.93% 9
2025
Q2 		$12.1M Sell
15,580
-62
-0.4% -$48.2K 2.16% 8
2025
Q1 		$12.9M Buy
15,642
+804
+5% +$669K 2.64% 7
2024
Q4 		$11.5M Buy
14,838
+419
+3% +$347K 2.18% 8
2024
Q3 		$12.8M Sell
14,419
-209
-1% -$188K 2.57% 6
2024
Q2 		$13.2M Sell
14,628
-796
-5% -$637K 2.86% 5
2024
Q1 		$12M Sell
15,424
-6,166
-29% -$4.39M 2.15% 4
2023
Q4 		$12.6M Sell
21,590
-361
-2% -$211K 1.32% 13
2023
Q3 		$11.8M Sell
21,951
-49
-0.2% -$25.2K 0.77% 49
2023
Q2 		$10.3M Sell
22,000
-855
-4% -$359K 0.51% 76
2023
Q1 		$7.85M Sell
22,855
-4,351
-16% -$1.47M 0.42% 78
2022
Q4 		$9.95M Buy
+27,206
New +$9.65M 0.38% 84

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

Capital Group Investment Management's LLY Position: Q1 2026 in Review

Capital Group Investment Management reduced its Eli Lilly (LLY) stake by 4.3% in Q1 2026, selling an estimated $708K and leaving 15,452 shares worth $14.2M. The position accounts for 2.43% of the portfolio, ranked #7.

Capital Group Investment Management first reported a position in LLY in Q4 2022 and has held it in 14 quarters since. The position peaked at $17.4M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Capital Group Investment Management held 15,452 shares of Eli Lilly worth $14.2M as of Q1 2026.
  • Capital Group Investment Management sold 698 Eli Lilly shares in Q1 2026, an estimated $708K.
  • Eli Lilly made up 2.43% of Capital Group Investment Management's portfolio in Q1 2026, its #7 holding.
  • Capital Group Investment Management first reported a position in Eli Lilly in Q4 2022 and has held it in 14 quarters since.
  • Capital Group Investment Management's Eli Lilly position peaked at $17.4M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

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