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Curi RMB Capital’s Eli Lilly LLY Stock Holding History

Curi RMB Capital’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 		$61.2M Buy
66,573
+6,513
+11% +$6.6M 1.09% 14
2025
Q4 		$64.5M Buy
60,060
+906
+2% +$866K 1.12% 12
2025
Q3 		$45.1M Buy
59,154
+39
+0.1% +$29K 0.83% 23
2025
Q2 		$46.1M Buy
59,115
+20,435
+53% +$15.9M 0.87% 22
2025
Q1 		$31.9M Buy
38,680
+2,214
+6% +$1.84M 0.79% 27
2024
Q4 		$28.2M Buy
36,466
+29,485
+422% +$24.4M 0.65% 34
2024
Q3 		$6.18M Buy
6,981
+628
+10% +$565K 0.14% 171
2024
Q2 		$5.75M Sell
6,353
-2,344
-27% -$1.88M 0.14% 173
2024
Q1 		$6.77M Buy
8,697
+824
+10% +$586K 0.16% 163
2023
Q4 		$4.59M Buy
7,873
+110
+1% +$64.2K 0.14% 164
2023
Q3 		$4.17M Sell
7,763
-164
-2% -$84.5K 0.14% 155
2023
Q2 		$3.72M Sell
7,927
-98
-1% -$41.1K 0.12% 166
2023
Q1 		$2.76M Buy
8,025
+142
+2% +$47.9K 0.1% 182
2022
Q4 		$2.88M Buy
7,883
+179
+2% +$63.5K 0.1% 183
2022
Q3 		$2.49M Buy
7,704
+164
+2% +$52K 0.09% 203
2022
Q2 		$2.44M Sell
7,540
-170
-2% -$51K 0.08% 199
2022
Q1 		$2.21M Buy
7,710
+1,366
+22% +$352K 0.07% 190
2021
Q4 		$1.75M Hold
6,344
– – 0.05% 214
2021
Q3 		$1.47M Sell
6,344
-620
-9% -$153K 0.05% 229
2021
Q2 		$1.6M Hold
6,964
– – 0.05% 230
2021
Q1 		$1.3M Buy
6,964
+56
+0.8% +$11K 0.05% 230
2020
Q4 		$1.17M Sell
6,908
-288
-4% -$43K 0.04% 298
2020
Q3 		$1.06M Buy
7,196
+296
+4% +$45.8K 0.05% 284
2020
Q2 		$1.13M Buy
6,900
+12
+0.2% +$1.84K 0.05% 286
2020
Q1 		$956K Sell
6,888
-1,890
-22% -$260K 0.05% 298
2019
Q4 		$1.15M Buy
8,778
+36
+0.4% +$4.17K 0.03% 345
2019
Q3 		$978K Sell
8,742
-117
-1% -$13K 0.03% 388
2019
Q2 		$981K Buy
8,859
+300
+4% +$35.3K 0.02% 417
2019
Q1 		$1.11M Buy
8,559
+4,347
+103% +$529K 0.03% 433
2018
Q4 		$487K Buy
4,212
+369
+10% +$41.2K 0.01% 644
2018
Q3 		$412K Hold
3,843
– – 0.01% 664
2018
Q2 		$328K Sell
3,843
-5,354
-58% -$440K 0.01% 703
2018
Q1 		$712K Sell
9,197
-4,962
-35% -$399K 0.02% 567
2017
Q4 		$1.2M Sell
14,159
-85,019
-86% -$7.23M 0.03% 457
2017
Q3 		$8.48M Buy
99,178
+21
+0% +$1.72K 0.22% 141
2017
Q2 		$8.16M Buy
99,157
+95,978
+3,019% +$7.83M 0.23% 137
2017
Q1 		$267K Buy
+3,179
New +$255K 0.01% 463
2014
Q4 		– Sell
-3,207
Closed -$208K – 447
2014
Q3 		$208K Sell
3,207
-422
-12% -$26.7K 0.01% 418
2014
Q2 		$226K Hold
3,629
– – 0.01% 392
2014
Q1 		$214K Sell
3,629
-534
-13% -$29.8K 0.01% 350
2013
Q4 		$212K Buy
+4,163
New +$208K 0.01% 343

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

Curi RMB Capital's LLY Position: Q1 2026 in Review

Curi RMB Capital increased its Eli Lilly (LLY) stake by 11% in Q1 2026, buying an estimated $6.6M and bringing the position to 66,573 shares worth $61.2M. The position accounts for 1.09% of the portfolio, ranked #14.

Curi RMB Capital first reported a position in LLY in Q4 2013 and has held it in 41 quarters since. The position peaked at $64.5M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Curi RMB Capital held 66,573 shares of Eli Lilly worth $61.2M as of Q1 2026.
  • Curi RMB Capital bought 6,513 Eli Lilly shares in Q1 2026, an estimated $6.6M.
  • Eli Lilly made up 1.09% of Curi RMB Capital's portfolio in Q1 2026, its #14 holding.
  • Curi RMB Capital first reported a position in Eli Lilly in Q4 2013 and has held it in 41 quarters since.
  • Curi RMB Capital's Eli Lilly position peaked at $64.5M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.