Councilmark Asset Management’s Eli Lilly LLY Stock Holding History

Councilmark Asset 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	$787K	Sell	856 -31	-3%	-$31.4K	0.45%	41
2025 Q4	$953K	Hold	887	–	–	0.53%	38
2025 Q3	$677K	Hold	887	–	–	0.39%	46
2025 Q2	$691K	Hold	887	–	–	0.44%	47
2025 Q1	$733K	Sell	887 -15	-2%	-$12.5K	0.49%	46
2024 Q4	$696K	Hold	902	–	–	0.47%	45
2024 Q3	$799K	Buy	902 +2	+0.2%	+$1.8K	0.54%	45
2024 Q2	$815K	Hold	900	–	–	0.58%	43
2024 Q1	$700K	Buy	+900	New	+$641K	0.5%	46

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

Councilmark Asset Management's LLY Position: Q1 2026 in Review

Councilmark Asset Management reduced its Eli Lilly (LLY) stake by 3.5% in Q1 2026, selling an estimated $31.4K and leaving 856 shares worth $787K. The position accounts for 0.45% of the portfolio, ranked #41.

Councilmark Asset Management first reported a position in LLY in Q1 2024 and has held it in 9 quarters since. The position peaked at $953K in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Councilmark Asset Management held 856 shares of Eli Lilly worth $787K as of Q1 2026.
Councilmark Asset Management sold 31 Eli Lilly shares in Q1 2026, an estimated $31.4K.
Eli Lilly made up 0.45% of Councilmark Asset Management's portfolio in Q1 2026, its #41 holding.
Councilmark Asset Management first reported a position in Eli Lilly in Q1 2024 and has held it in 9 quarters since.
Councilmark Asset Management's Eli Lilly position peaked at $953K in Q4 2025.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

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