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Disciplined Investors’s Eli Lilly LLY Stock Holding History

Disciplined Investors’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 		$514K Sell
559
-16
-3% -$16.2K 0.31% 69
2025
Q4 		$617K Buy
575
+23
+4% +$22K 0.41% 59
2025
Q3 		$421K Buy
552
+213
+63% +$159K 0.3% 67
2025
Q2 		$264K Buy
339
+46
+16% +$35.7K 0.21% 96
2025
Q1 		$242K Buy
293
+34
+13% +$28.3K 0.22% 97
2024
Q4 		$207K Buy
+259
New +$214K 0.2% 102

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

Disciplined Investors's LLY Position: Q1 2026 in Review

Disciplined Investors reduced its Eli Lilly (LLY) stake by 2.8% in Q1 2026, selling an estimated $16.2K and leaving 559 shares worth $514K. The position accounts for 0.31% of the portfolio, ranked #69.

Disciplined Investors first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $617K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Disciplined Investors held 559 shares of Eli Lilly worth $514K as of Q1 2026.
  • Disciplined Investors sold 16 Eli Lilly shares in Q1 2026, an estimated $16.2K.
  • Eli Lilly made up 0.31% of Disciplined Investors's portfolio in Q1 2026, its #69 holding.
  • Disciplined Investors first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
  • Disciplined Investors's Eli Lilly position peaked at $617K in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Disciplined Investors's 13F filing for Q1 2026, filed 12 May 2026.