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Checchi Capital Advisers’s Eli Lilly LLY Stock Holding History

Checchi Capital Advisers’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 		$9.07M Buy
9,863
+221
+2% +$224K 0.46% 52
2025
Q4 		$10.4M Sell
9,642
-209
-2% -$200K 0.53% 44
2025
Q3 		$7.52M Sell
9,851
-805
-8% -$599K 0.39% 56
2025
Q2 		$8.31M Sell
10,656
-403
-4% -$313K 0.46% 51
2025
Q1 		$9.13M Buy
11,059
+315
+3% +$262K 0.48% 46
2024
Q4 		$8.29M Buy
10,744
+1
+0% +$828 0.48% 50
2024
Q3 		$9.52M Sell
10,743
-234
-2% -$210K 0.53% 40
2024
Q2 		$9.94M Buy
10,977
+111
+1% +$88.8K 0.5% 36
2024
Q1 		$8.45M Buy
10,866
+46
+0.4% +$32.7K 0.66% 43
2023
Q4 		$6.31M Sell
10,820
-347
-3% -$203K 0.51% 56
2023
Q3 		$6M Sell
11,167
-100
-0.9% -$51.5K 0.56% 46
2023
Q2 		$5.28M Buy
11,267
+71
+0.6% +$29.8K 0.47% 57
2023
Q1 		$3.84M Buy
11,196
+169
+2% +$57K 0.37% 62
2022
Q4 		$4.03M Sell
11,027
-52
-0.5% -$18.4K 0.42% 61
2022
Q3 		$3.58M Buy
11,079
+33
+0.3% +$10.5K 0.33% 69
2022
Q2 		$3.64M Sell
11,046
-412
-4% -$124K 0.32% 66
2022
Q1 		$3.28M Buy
11,458
+1,672
+17% +$430K 0.28% 68
2021
Q4 		$2.7M Buy
9,786
+122
+1% +$30.9K 0.24% 73
2021
Q3 		$2.23M Buy
9,664
+167
+2% +$41.2K 0.22% 79
2021
Q2 		$2.18M Sell
9,497
-414
-4% -$83.2K 0.21% 86
2021
Q1 		$1.85M Sell
9,911
-195
-2% -$38.1K 0.18% 95
2020
Q4 		$1.71M Buy
10,106
+156
+2% +$23.3K 0.18% 97
2020
Q3 		$1.47M Sell
9,950
-294
-3% -$45.5K 0.16% 92
2020
Q2 		$1.68M Sell
10,244
-439
-4% -$67.4K 0.2% 80
2020
Q1 		$1.48M Buy
10,683
+233
+2% +$32K 0.14% 77
2019
Q4 		$1.37M Sell
10,450
-108
-1% -$12.5K 0.18% 90
2019
Q3 		$1.18M Sell
10,558
-112
-1% -$12.5K 0.15% 94
2019
Q2 		$1.18M Sell
10,670
-680
-6% -$80.1K 0.15% 92
2019
Q1 		$1.47M Sell
11,350
-185
-2% -$22.5K 0.17% 79
2018
Q4 		$1.33M Sell
11,535
-745
-6% -$83.2K 0.17% 78
2018
Q3 		$1.32M Buy
12,280
+1,287
+12% +$129K 0.15% 92
2018
Q2 		$938K Buy
10,993
+282
+3% +$23.2K 0.12% 111
2018
Q1 		$829K Buy
10,711
+196
+2% +$15.8K 0.11% 123
2017
Q4 		$888K Buy
10,515
+186
+2% +$15.8K 0.12% 107
2017
Q3 		$884K Sell
10,329
-110
-1% -$9.02K 0.09% 101
2017
Q2 		$859K Sell
10,439
-864
-8% -$70.5K 0.09% 103
2017
Q1 		$951K Sell
11,303
-818
-7% -$65.5K 0.11% 94
2016
Q4 		$891K Sell
12,121
-43
-0.4% -$3.2K 0.12% 99
2016
Q3 		$976K Buy
12,164
+294
+2% +$23.5K 0.11% 86
2016
Q2 		$935K Sell
11,870
-703
-6% -$52.9K 0.11% 85
2016
Q1 		$905K Buy
12,573
+604
+5% +$45.7K 0.2% 85
2015
Q4 		$1.01M Buy
11,969
+794
+7% +$65.9K 0.25% 84
2015
Q3 		$935K Buy
11,175
+392
+4% +$33.1K 0.25% 76
2015
Q2 		$900K Buy
10,783
+787
+8% +$60K 0.24% 81
2015
Q1 		$726K Buy
9,996
+881
+10% +$62.7K 0.21% 92
2014
Q4 		$629K Buy
9,115
+1,014
+13% +$68.4K 0.24% 90
2014
Q3 		$525K Buy
8,101
+1,601
+25% +$101K 0.22% 98
2014
Q2 		$404K Buy
6,500
+408
+7% +$24.3K 0.18% 102
2014
Q1 		$359K Buy
6,092
+902
+17% +$50.3K 0.22% 89
2013
Q4 		$265K Buy
+5,190
New +$260K 0.21% 104

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

Checchi Capital Advisers's LLY Position: Q1 2026 in Review

Checchi Capital Advisers increased its Eli Lilly (LLY) stake by 2.3% in Q1 2026, buying an estimated $224K and bringing the position to 9,863 shares worth $9.07M. The position accounts for 0.46% of the portfolio, ranked #52.

Checchi Capital Advisers first reported a position in LLY in Q4 2013 and has held it in 50 quarters since. The position peaked at $10.4M in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Checchi Capital Advisers held 9,863 shares of Eli Lilly worth $9.07M as of Q1 2026.
  • Checchi Capital Advisers bought 221 Eli Lilly shares in Q1 2026, an estimated $224K.
  • Eli Lilly made up 0.46% of Checchi Capital Advisers's portfolio in Q1 2026, its #52 holding.
  • Checchi Capital Advisers first reported a position in Eli Lilly in Q4 2013 and has held it in 50 quarters since.
  • Checchi Capital Advisers's Eli Lilly position peaked at $10.4M in Q4 2025.
  • 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Checchi Capital Advisers's 13F filing for Q1 2026, filed 4 May 2026.