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D.B. Root & Company’s Eli Lilly LLY Stock Holding History

D.B. Root & Company’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 		$778K Buy
846
+27
+3% +$27.4K 0.19% 81
2025
Q4 		$880K Buy
819
+201
+33% +$192K 0.21% 68
2025
Q3 		$472K Sell
618
-73
-11% -$54.3K 0.12% 113
2025
Q2 		$539K Buy
691
+297
+75% +$231K 0.16% 100
2025
Q1 		$325K Buy
394
+63
+19% +$52.4K 0.11% 127
2024
Q4 		$256K Sell
331
-71
-18% -$58.8K 0.08% 151
2024
Q3 		$356K Buy
402
+35
+10% +$31.5K 0.12% 123
2024
Q2 		$332K Buy
+367
New +$294K 0.11% 147

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

D.B. Root & Company's LLY Position: Q1 2026 in Review

D.B. Root & Company increased its Eli Lilly (LLY) stake by 3.3% in Q1 2026, buying an estimated $27.4K and bringing the position to 846 shares worth $778K. The position accounts for 0.19% of the portfolio, ranked #81.

D.B. Root & Company first reported a position in LLY in Q2 2024 and has held it in 8 quarters since. The position peaked at $880K in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • D.B. Root & Company held 846 shares of Eli Lilly worth $778K as of Q1 2026.
  • D.B. Root & Company bought 27 Eli Lilly shares in Q1 2026, an estimated $27.4K.
  • Eli Lilly made up 0.19% of D.B. Root & Company's portfolio in Q1 2026, its #81 holding.
  • D.B. Root & Company first reported a position in Eli Lilly in Q2 2024 and has held it in 8 quarters since.
  • D.B. Root & Company's Eli Lilly position peaked at $880K in Q4 2025.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.