Carmel Capital Partners’s Eli Lilly LLY Stock Holding History

Carmel Capital Partners’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	$604K	Buy	657 +11	+2%	+$11.2K	0.22%	78
2025 Q4	$694K	Buy	646 +302	+88%	+$289K	0.24%	76
2025 Q3	$262K	Sell	344 -302	-47%	-$225K	0.11%	94
2025 Q2	$504K	Sell	646 -3	-0.5%	-$2.33K	0.18%	88
2025 Q1	$536K	Buy	649 +20	+3%	+$16.6K	0.21%	85
2024 Q4	$486K	Buy	629 +20	+3%	+$16.6K	0.2%	83
2024 Q3	$540K	Sell	609 -4	-0.7%	-$3.6K	0.21%	81
2024 Q2	$555K	Buy	613 +4	+0.7%	+$3.2K	0.23%	73
2024 Q1	$474K	Sell	609 -101	-14%	-$71.9K	0.2%	76
2023 Q4	$414K	Sell	710 -245	-26%	-$143K	0.21%	82
2023 Q3	$513K	Buy	955 +352	+58%	+$181K	0.23%	75
2023 Q2	$283K	Buy	603 +4	+0.7%	+$1.68K	0.15%	96
2023 Q1	$206K	Hold	599	–	–	0.12%	124
2022 Q4	$219K	Buy	+599	New	+$212K	0.15%	120

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Carmel Capital Partners's LLY Position: Q1 2026 in Review

Carmel Capital Partners increased its Eli Lilly (LLY) stake by 1.7% in Q1 2026, buying an estimated $11.2K and bringing the position to 657 shares worth $604K. The position accounts for 0.22% of the portfolio, ranked #78.

Carmel Capital Partners first reported a position in LLY in Q4 2022 and has held it in 14 quarters since. The position peaked at $694K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Carmel Capital Partners held 657 shares of Eli Lilly worth $604K as of Q1 2026.
Carmel Capital Partners bought 11 Eli Lilly shares in Q1 2026, an estimated $11.2K.
Eli Lilly made up 0.22% of Carmel Capital Partners's portfolio in Q1 2026, its #78 holding.
Carmel Capital Partners first reported a position in Eli Lilly in Q4 2022 and has held it in 14 quarters since.
Carmel Capital Partners's Eli Lilly position peaked at $694K in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Carmel Capital Partners's 13F filing for Q1 2026, filed 30 Apr 2026.