CA
LLY icon

Continuum Advisory’s Eli Lilly LLY Stock Holding History

Continuum Advisory’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 		$2.25M Buy
2,448
+345
+16% +$350K 0.22% 97
2025
Q4 		$2.26M Buy
2,103
+304
+17% +$291K 0.23% 98
2025
Q3 		$1.37M Sell
1,799
-376
-17% -$280K 0.15% 137
2025
Q2 		$1.7M Buy
2,175
+248
+13% +$193K 0.2% 103
2025
Q1 		$1.59M Buy
1,927
+333
+21% +$277K 0.2% 107
2024
Q4 		$1.23M Buy
1,594
+93
+6% +$77K 0.16% 131
2024
Q3 		$1.18M Buy
1,501
+358
+31% +$322K 0.15% 145
2024
Q2 		$1.03M Sell
1,143
-3
-0.3% -$2.4K 0.15% 148
2024
Q1 		$884K Sell
1,146
-65
-5% -$46.3K 0.13% 165
2023
Q4 		$706K Sell
1,211
-45
-4% -$26.3K 0.1% 225
2023
Q3 		$674K Sell
1,256
-286
-19% -$147K 0.11% 225
2023
Q2 		$723K Sell
1,542
-22
-1% -$9.23K 0.12% 215
2023
Q1 		$537K Buy
1,564
+198
+14% +$66.8K 0.09% 254
2022
Q4 		$500K Sell
1,366
-485
-26% -$172K 0.09% 254
2022
Q3 		$598K Buy
1,851
+18
+1% +$5.7K 0.11% 206
2022
Q2 		$594K Sell
1,833
-33
-2% -$9.91K 0.11% 228
2022
Q1 		$545K Buy
1,866
+772
+71% +$199K 0.1% 231
2021
Q4 		$302K Sell
1,094
-6
-0.5% -$1.52K 0.07% 244
2021
Q3 		$254K Buy
1,100
+63
+6% +$15.5K 0.07% 249
2021
Q2 		$238K Buy
+1,037
New +$208K 0.07% 241

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

Continuum Advisory's LLY Position: Q1 2026 in Review

Continuum Advisory increased its Eli Lilly (LLY) stake by 16% in Q1 2026, buying an estimated $350K and bringing the position to 2,448 shares worth $2.25M. The position accounts for 0.22% of the portfolio, ranked #97.

Continuum Advisory first reported a position in LLY in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.26M in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Continuum Advisory held 2,448 shares of Eli Lilly worth $2.25M as of Q1 2026.
  • Continuum Advisory bought 345 Eli Lilly shares in Q1 2026, an estimated $350K.
  • Eli Lilly made up 0.22% of Continuum Advisory's portfolio in Q1 2026, its #97 holding.
  • Continuum Advisory first reported a position in Eli Lilly in Q2 2021 and has held it in 20 quarters since.
  • Continuum Advisory's Eli Lilly position peaked at $2.26M in Q4 2025.
  • 4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.