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Concurrent Investment Advisors’s Eli Lilly LLY Stock Holding History

Concurrent 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 		$39.4M Buy
42,833
+2,418
+6% +$2.45M 0.43% 42
2025
Q4 		$43.4M Buy
40,415
+11,463
+40% +$11M 0.49% 33
2025
Q3 		$22.1M Sell
28,952
-438
-1% -$326K 0.38% 54
2025
Q2 		$22.9M Buy
29,390
+1,715
+6% +$1.33M 0.44% 44
2025
Q1 		$22.9M Buy
27,675
+3,255
+13% +$2.71M 0.55% 31
2024
Q4 		$18.9M Buy
24,420
+611
+3% +$506K 0.51% 38
2024
Q3 		$21.1M Buy
23,809
+695
+3% +$625K 0.62% 28
2024
Q2 		$20.9M Buy
23,114
+7,842
+51% +$6.27M 0.69% 25
2024
Q1 		$11.9M Buy
15,272
+433
+3% +$308K 0.48% 48
2023
Q4 		$8.65M Buy
+14,839
New +$8.66M 0.41% 57

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

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

Concurrent Investment Advisors increased its Eli Lilly (LLY) stake by 6% in Q1 2026, buying an estimated $2.45M and bringing the position to 42,833 shares worth $39.4M. The position accounts for 0.43% of the portfolio, ranked #42.

Concurrent Investment Advisors first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $43.4M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Concurrent Investment Advisors held 42,833 shares of Eli Lilly worth $39.4M as of Q1 2026.
  • Concurrent Investment Advisors bought 2,418 Eli Lilly shares in Q1 2026, an estimated $2.45M.
  • Eli Lilly made up 0.43% of Concurrent Investment Advisors's portfolio in Q1 2026, its #42 holding.
  • Concurrent Investment Advisors first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's Eli Lilly position peaked at $43.4M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.