Coastal Bridge Advisors’s Eli Lilly LLY Stock Holding History

Coastal Bridge 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	$2.14M	Buy	2,326 +95	+4%	+$96.3K	0.15%	152
2025 Q4	$2.4M	Sell	2,231 -9	-0.4%	-$8.61K	0.18%	134
2025 Q3	$1.71M	Sell	2,240 -124	-5%	-$92.3K	0.13%	162
2025 Q2	$1.84M	Buy	+2,364	New	+$1.84M	0.15%	146
2025 Q1	–	Sell	-660	Closed	-$510K	–	340
2024 Q4	$510K	Buy	660 +116	+21%	+$96K	0.13%	96
2024 Q3	$482K	Sell	544 -322	-37%	-$289K	0.12%	97
2024 Q2	$784K	Buy	866 +8	+0.9%	+$6.4K	0.19%	73
2024 Q1	$667K	Buy	858 +100	+13%	+$71.2K	0.15%	83
2023 Q4	$442K	Buy	758 +9	+1%	+$5.25K	0.11%	104
2023 Q3	$402K	Hold	749	–	–	0.11%	104
2023 Q2	$351K	Hold	749	–	–	0.09%	106
2023 Q1	$257K	Sell	749 -221	-23%	-$74.5K	0.07%	125
2022 Q4	$355K	Hold	970	–	–	0.1%	106
2022 Q3	$314K	Sell	970 -125	-11%	-$39.6K	0.08%	116
2022 Q2	$355K	Buy	1,095 +125	+13%	+$37.5K	0.11%	99
2022 Q1	$278K	Buy	970 +222	+30%	+$57.1K	0.06%	122
2021 Q4	$207K	Buy	+748	New	+$190K	0.04%	181

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

Coastal Bridge Advisors's LLY Position: Q1 2026 in Review

Coastal Bridge Advisors increased its Eli Lilly (LLY) stake by 4.3% in Q1 2026, buying an estimated $96.3K and bringing the position to 2,326 shares worth $2.14M. The position accounts for 0.15% of the portfolio, ranked #152.

Coastal Bridge Advisors first reported a position in LLY in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.4M in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Coastal Bridge Advisors held 2,326 shares of Eli Lilly worth $2.14M as of Q1 2026.
Coastal Bridge Advisors bought 95 Eli Lilly shares in Q1 2026, an estimated $96.3K.
Eli Lilly made up 0.15% of Coastal Bridge Advisors's portfolio in Q1 2026, its #152 holding.
Coastal Bridge Advisors first reported a position in Eli Lilly in Q4 2021 and has held it in 17 quarters since.
Coastal Bridge Advisors's Eli Lilly position peaked at $2.4M in Q4 2025.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.