D.L. Carlson Investment Group’s Eli Lilly LLY Stock Holding History

D.L. Carlson Investment Group’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	$4.58M	Buy	4,983 +2,333	+88%	+$2.37M	0.79%	35
2025 Q4	$2.85M	Sell	2,650 -18	-0.7%	-$17.2K	0.48%	60
2025 Q3	$2.04M	Buy	2,668 +182	+7%	+$135K	0.34%	74
2025 Q2	$1.94M	Sell	2,486 -392	-14%	-$305K	0.35%	73
2025 Q1	$2.38M	Sell	2,878 -262	-8%	-$218K	0.46%	65
2024 Q4	$2.42M	Sell	3,140 -35	-1%	-$29K	0.43%	64
2024 Q3	$2.81M	Sell	3,175 -3,240	-51%	-$2.91M	0.51%	59
2024 Q2	$5.81M	Sell	6,415 -45	-0.7%	-$36K	1.12%	17
2024 Q1	$5.03M	Sell	6,460 -160	-2%	-$114K	0.98%	28
2023 Q4	$5.02M	Buy	6,620 +6,128	+1,246%	+$3.58M	1.02%	25
2023 Q3	$264K	Buy	+492	New	+$254K	0.05%	117

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

D.L. Carlson Investment Group's LLY Position: Q1 2026 in Review

D.L. Carlson Investment Group increased its Eli Lilly (LLY) stake by 88% in Q1 2026, buying an estimated $2.37M and bringing the position to 4,983 shares worth $4.58M. The position accounts for 0.79% of the portfolio, ranked #35.

D.L. Carlson Investment Group first reported a position in LLY in Q3 2023 and has held it in 11 quarters since. The position peaked at $5.81M in Q2 2024. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

D.L. Carlson Investment Group held 4,983 shares of Eli Lilly worth $4.58M as of Q1 2026.
D.L. Carlson Investment Group bought 2,333 Eli Lilly shares in Q1 2026, an estimated $2.37M.
Eli Lilly made up 0.79% of D.L. Carlson Investment Group's portfolio in Q1 2026, its #35 holding.
D.L. Carlson Investment Group first reported a position in Eli Lilly in Q3 2023 and has held it in 11 quarters since.
D.L. Carlson Investment Group's Eli Lilly position peaked at $5.81M in Q2 2024.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q1 2026, filed 13 May 2026.