Cheviot Value Management’s Eli Lilly LLY Stock Holding History

Cheviot Value 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	$534K	Hold	581	–	–	0.05%	82
2025 Q4	$595K	Hold	581	–	–	0.06%	79
2025 Q3	$476K	Hold	581	–	–	0.05%	88
2025 Q2	$364K	Hold	581	–	–	0.04%	92
2025 Q1	$477K	Hold	581	–	–	0.06%	74
2024 Q4	$449K	Hold	581	–	–	0.09%	53
2024 Q3	$515K	Buy	581 +2	+0.3%	+$1.8K	0.1%	49
2024 Q2	$524K	Buy	579 +5	+0.9%	+$4K	0.1%	48
2024 Q1	$447K	Sell	574 -450	-44%	-$320K	0.1%	46
2023 Q4	$597K	Hold	1,024	–	–	0.13%	46
2023 Q3	$550K	Hold	1,024	–	–	0.12%	46
2023 Q2	$480K	Hold	1,024	–	–	0.1%	51
2023 Q1	$352K	Hold	1,024	–	–	0.08%	53
2022 Q4	$375K	Hold	1,024	–	–	0.09%	51
2022 Q3	$331K	Hold	1,024	–	–	0.09%	52
2022 Q2	$332K	Hold	1,024	–	–	0.08%	56
2022 Q1	$293K	Hold	1,024	–	–	0.06%	63
2021 Q4	$283K	Hold	1,024	–	–	0.07%	62
2021 Q3	$237K	Hold	1,024	–	–	0.06%	68
2021 Q2	$235K	Buy	+1,024	New	+$206K	0.06%	73

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

Cheviot Value Management's LLY Position: Q1 2026 in Review

Cheviot Value Management held its Eli Lilly (LLY) position steady in Q1 2026 at 581 shares worth $534K. The position accounts for 0.05% of the portfolio, ranked #82.

Cheviot Value Management first reported a position in LLY in Q2 2021 and has held it in 20 quarters since. The position peaked at $597K in Q4 2023. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Cheviot Value Management held 581 shares of Eli Lilly worth $534K as of Q1 2026.
Cheviot Value Management left its Eli Lilly share count unchanged in Q1 2026.
Eli Lilly made up 0.05% of Cheviot Value Management's portfolio in Q1 2026, its #82 holding.
Cheviot Value Management first reported a position in Eli Lilly in Q2 2021 and has held it in 20 quarters since.
Cheviot Value Management's Eli Lilly position peaked at $597K in Q4 2023.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Cheviot Value Management's 13F filing for Q1 2026, filed 12 May 2026.