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Catalyst Funds Management’s Eli Lilly LLY Stock Holding History

Catalyst Funds 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 		$1.84M Buy
+2,004
New +$2.03M 0.31% 86
2024
Q4 		– Sell
-16,750
Closed -$14.8M – 853
2024
Q3 		$14.8M Buy
16,750
+14,300
+584% +$12.9M 3.26% 6
2024
Q2 		$2.22M Buy
2,450
+1,600
+188% +$1.28M 0.59% 26
2024
Q1 		$661K Buy
+850
New +$605K 0.18% 106

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

Catalyst Funds Management's LLY Position: Q1 2026 in Review

Catalyst Funds Management opened a new position in Eli Lilly (LLY) in Q1 2026: 2,004 shares worth $1.84M. The stake represents 0.31% of the portfolio and ranks #86 among its holdings. This is a return to the name: Catalyst Funds Management previously reported a position in LLY as recently as Q3 2024.

Catalyst Funds Management first reported a position in LLY in Q1 2024 and has held it in 4 quarters since. The position peaked at $14.8M in Q3 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Catalyst Funds Management held 2,004 shares of Eli Lilly worth $1.84M as of Q1 2026.
  • Eli Lilly was a new Catalyst Funds Management position in Q1 2026.
  • Eli Lilly made up 0.31% of Catalyst Funds Management's portfolio in Q1 2026, its #86 holding.
  • Catalyst Funds Management first reported a position in Eli Lilly in Q1 2024 and has held it in 4 quarters since.
  • Catalyst Funds Management's Eli Lilly position peaked at $14.8M in Q3 2024.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Catalyst Funds Management's 13F filing for Q1 2026, filed 11 May 2026.