Custom Index Systems’s Eli Lilly LLY Stock Holding History

Custom Index Systems’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	$215K	Buy	234 +16	+7%	+$16.2K	0.09%	237
2025 Q4	$234K	Sell	218 -87	-29%	-$83.2K	0.1%	221
2025 Q3	$233K	Buy	+305	New	+$227K	0.07%	247
2025 Q1	–	Sell	-277	Closed	-$214K	–	316
2024 Q4	$214K	Sell	277 -19	-6%	-$15.7K	0.11%	231
2024 Q3	$262K	Buy	296 +43	+17%	+$38.7K	0.14%	202
2024 Q2	$229K	Sell	253 -600	-70%	-$480K	0.13%	216
2024 Q1	$664K	Sell	853 -33	-4%	-$23.5K	0.38%	58
2023 Q4	$516K	Buy	+886	New	+$517K	0.32%	74

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

Custom Index Systems's LLY Position: Q1 2026 in Review

Custom Index Systems increased its Eli Lilly (LLY) stake by 7.3% in Q1 2026, buying an estimated $16.2K and bringing the position to 234 shares worth $215K. The position accounts for 0.09% of the portfolio, ranked #237.

Custom Index Systems first reported a position in LLY in Q4 2023 and has held it in 8 quarters since. The position peaked at $664K in Q1 2024. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Custom Index Systems held 234 shares of Eli Lilly worth $215K as of Q1 2026.
Custom Index Systems bought 16 Eli Lilly shares in Q1 2026, an estimated $16.2K.
Eli Lilly made up 0.09% of Custom Index Systems's portfolio in Q1 2026, its #237 holding.
Custom Index Systems first reported a position in Eli Lilly in Q4 2023 and has held it in 8 quarters since.
Custom Index Systems's Eli Lilly position peaked at $664K in Q1 2024.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.