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De Burlo Group’s Eli Lilly LLY Stock Holding History

De Burlo 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 		$24.4M Sell
26,518
-16,260
-38% -$16.5M 5.53% 3
2025
Q4 		$46M Sell
42,778
-10
-0% -$9.56K 5.58% 1
2025
Q3 		$32.6M Buy
42,788
+14,260
+50% +$10.6M 3.93% 9
2025
Q2 		$22.2M Sell
28,528
-3,660
-11% -$2.84M 2.93% 12
2025
Q1 		$26.6M Buy
32,188
+8,250
+34% +$6.86M 3.92% 7
2024
Q4 		$18.5M Sell
23,938
-16,863
-41% -$14M 2.47% 17
2024
Q3 		$36.1M Sell
40,801
-4,240
-9% -$3.81M 4.45% 7
2024
Q2 		$40.8M Sell
45,041
-870
-2% -$696K 5.48% 4
2024
Q1 		$35.7M Sell
45,911
-7,513
-14% -$5.35M 4.74% 4
2023
Q4 		$28.7M Hold
53,424
– – 4.99% 2
2023
Q3 		$28.7M Sell
53,424
-147
-0.3% -$75.7K 4.99% 2
2023
Q2 		$25.1M Buy
53,571
+43,391
+426% +$18.2M 4.18% 4
2023
Q1 		$3.5M Sell
10,180
-44,650
-81% -$15.1M 0.68% 41
2022
Q4 		$20.1M Buy
54,830
+11,256
+26% +$3.99M 4.48% 4
2022
Q3 		$14.1M Buy
43,574
+40,619
+1,375% +$12.9M 3.35% 10
2022
Q2 		$958K Sell
2,955
-3,489
-54% -$1.05M 0.27% 31
2022
Q1 		$1.85M Sell
6,444
-450
-7% -$116K 0.34% 48
2021
Q4 		$1.9M Hold
6,894
– – 0.28% 59
2021
Q3 		$1.59M Hold
6,894
– – 0.26% 61
2021
Q2 		$1.58M Buy
6,894
+300
+5% +$60.3K 0.25% 56
2021
Q1 		$1.23M Hold
6,594
– – 0.22% 59
2020
Q4 		$1.11M Buy
6,594
+5,080
+336% +$758K 0.18% 58
2020
Q3 		$224K Buy
+1,514
New +$234K 0.04% 80
2020
Q1 		– Sell
-1,614
Closed -$212K – 75
2019
Q4 		$212K Buy
+1,614
New +$187K 0.04% 80
2019
Q2 		– Sell
-68,414
Closed -$8.88M – 90
2019
Q1 		$8.88M Sell
68,414
-44,400
-39% -$5.4M 1.79% 26
2018
Q4 		$13.1M Buy
112,814
+34,900
+45% +$3.9M 2.93% 7
2018
Q3 		$8.36M Buy
+77,914
New +$7.79M 1.57% 18

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

De Burlo Group's LLY Position: Q1 2026 in Review

De Burlo Group reduced its Eli Lilly (LLY) stake by 38% in Q1 2026, selling an estimated $16.5M and leaving 26,518 shares worth $24.4M. The position accounts for 5.53% of the portfolio, ranked #3.

De Burlo Group first reported a position in LLY in Q3 2018 and has held it in 27 quarters since. The position peaked at $46M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • De Burlo Group held 26,518 shares of Eli Lilly worth $24.4M as of Q1 2026.
  • De Burlo Group sold 16,260 Eli Lilly shares in Q1 2026, an estimated $16.5M.
  • Eli Lilly made up 5.53% of De Burlo Group's portfolio in Q1 2026, its #3 holding.
  • De Burlo Group first reported a position in Eli Lilly in Q3 2018 and has held it in 27 quarters since.
  • De Burlo Group's Eli Lilly position peaked at $46M in Q4 2025.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on De Burlo Group's 13F filing for Q1 2026, filed 14 May 2026.