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Choate Investment Advisors’s Eli Lilly LLY Stock Holding History

Choate Investment Advisors’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 		$46.7M Buy
50,788
+2,603
+5% +$2.64M 0.91% 18
2025
Q4 		$51.8M Buy
48,185
+4,126
+9% +$3.95M 1.02% 15
2025
Q3 		$33.6M Buy
44,059
+5,602
+15% +$4.17M 0.7% 24
2025
Q2 		$30M Buy
38,457
+7,163
+23% +$5.57M 0.65% 24
2025
Q1 		$25.8M Buy
31,294
+12,804
+69% +$10.7M 0.64% 29
2024
Q4 		$14.3M Buy
18,490
+40
+0.2% +$33.1K 0.34% 40
2024
Q3 		$16.3M Buy
18,450
+194
+1% +$174K 0.42% 34
2024
Q2 		$16.5M Sell
18,256
-1,362
-7% -$1.09M 0.43% 32
2024
Q1 		$15.3M Buy
19,618
+14
+0.1% +$9.96K 0.41% 29
2023
Q4 		$11.4M Buy
19,604
+1,445
+8% +$843K 0.35% 34
2023
Q3 		$9.75M Buy
18,159
+1,607
+10% +$828K 0.38% 28
2023
Q2 		$7.76M Buy
16,552
+202
+1% +$84.7K 0.32% 31
2023
Q1 		$5.61M Sell
16,350
-496
-3% -$167K 0.27% 35
2022
Q4 		$6.16M Buy
16,846
+1,907
+13% +$676K 0.37% 35
2022
Q3 		$4.83M Sell
14,939
-338
-2% -$107K 0.32% 35
2022
Q2 		$4.95M Sell
15,277
-6,290
-29% -$1.89M 0.3% 33
2022
Q1 		$6.18M Buy
21,567
+6,788
+46% +$1.75M 0.33% 26
2021
Q4 		$4.08M Sell
14,779
-80
-0.5% -$20.3K 0.24% 41
2021
Q3 		$3.43M Sell
14,859
-1,760
-11% -$434K 0.22% 45
2021
Q2 		$3.81M Sell
16,619
-853
-5% -$171K 0.23% 44
2021
Q1 		$3.26M Buy
17,472
+438
+3% +$85.7K 0.2% 48
2020
Q4 		$2.88M Buy
17,034
+21
+0.1% +$3.13K 0.17% 52
2020
Q3 		$2.52M Sell
17,013
-436
-2% -$67.5K 0.16% 56
2020
Q2 		$2.87M Sell
17,449
-1,270
-7% -$195K 0.21% 45
2020
Q1 		$2.6M Sell
18,719
-150
-0.8% -$20.6K 0.21% 57
2019
Q4 		$2.48M Hold
18,869
– – 0.15% 70
2019
Q3 		$2.11M Sell
18,869
-250
-1% -$27.8K 0.13% 74
2019
Q2 		$2.12M Sell
19,119
-88
-0.5% -$10.4K 0.13% 76
2019
Q1 		$2.49M Sell
19,207
-1,643
-8% -$200K 0.15% 67
2018
Q4 		$2.41M Sell
20,850
-2,422
-10% -$271K 0.16% 63
2018
Q3 		$2.5M Buy
23,272
+1,400
+6% +$140K 0.14% 61
2018
Q2 		$1.87M Sell
21,872
-753
-3% -$61.8K 0.11% 81
2018
Q1 		$1.75M Sell
22,625
-344
-1% -$27.7K 0.09% 85
2017
Q4 		$1.94M Sell
22,969
-72
-0.3% -$6.13K 0.1% 89
2017
Q3 		$1.97M Sell
23,041
-393
-2% -$32.2K 0.11% 86
2017
Q2 		$1.93M Sell
23,434
-200
-0.8% -$16.3K 0.11% 82
2017
Q1 		$1.99M Sell
23,634
-78
-0.3% -$6.25K 0.12% 82
2016
Q4 		$1.74M Sell
23,712
-113
-0.5% -$8.41K 0.11% 80
2016
Q3 		$1.91M Buy
23,825
+759
+3% +$60.8K 0.13% 78
2016
Q2 		$1.82M Sell
23,066
-4,732
-17% -$356K 0.13% 79
2016
Q1 		$2M Buy
27,798
+2,164
+8% +$164K 0.14% 78
2015
Q4 		$1.77M Buy
25,634
+158
+0.6% +$13.1K 0.13% 89
2015
Q3 		$2.13M Buy
25,476
+339
+1% +$28.6K 0.15% 68
2015
Q2 		$2.1M Sell
25,137
-44
-0.2% -$3.35K 0.12% 72
2015
Q1 		$1.83M Sell
25,181
-453
-2% -$32.3K 0.1% 84
2014
Q4 		$1.77M Buy
25,634
+274
+1% +$18.5K 0.1% 88
2014
Q3 		$1.64M Sell
25,360
-924
-4% -$58.5K 0.1% 88
2014
Q2 		$1.63M Sell
26,284
-9
-0% -$537 0.1% 94
2014
Q1 		$1.55M Sell
26,293
-485
-2% -$27.1K 0.1% 96
2013
Q4 		$1.37M Sell
26,778
-682
-2% -$34.2K 0.09% 104
2013
Q3 		$1.38M Sell
27,460
-278
-1% -$14.6K 0.1% 99
2013
Q2 		$1.36M Buy
+27,738
New +$1.51M 0.11% 98

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

Choate Investment Advisors's LLY Position: Q1 2026 in Review

Choate Investment Advisors increased its Eli Lilly (LLY) stake by 5.4% in Q1 2026, buying an estimated $2.64M and bringing the position to 50,788 shares worth $46.7M. The position accounts for 0.91% of the portfolio, ranked #18.

Choate Investment Advisors first reported a position in LLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $51.8M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Choate Investment Advisors held 50,788 shares of Eli Lilly worth $46.7M as of Q1 2026.
  • Choate Investment Advisors bought 2,603 Eli Lilly shares in Q1 2026, an estimated $2.64M.
  • Eli Lilly made up 0.91% of Choate Investment Advisors's portfolio in Q1 2026, its #18 holding.
  • Choate Investment Advisors first reported a position in Eli Lilly in Q2 2013 and has held it in 52 quarters since.
  • Choate Investment Advisors's Eli Lilly position peaked at $51.8M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.