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Edgemoor Investment Advisors’s Eli Lilly LLY Stock Holding History

Edgemoor Investment Advisors’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 		$932K Hold
1,013
– – 0.07% 99
2025
Q4 		$1.09M Sell
1,013
-1,315
-56% -$1.26M 0.08% 93
2025
Q3 		$1.78M Buy
2,328
+1,290
+124% +$960K 0.14% 82
2025
Q2 		$810K Sell
1,038
-109
-10% -$84.7K 0.07% 101
2025
Q1 		$948K Sell
1,147
-76
-6% -$63.2K 0.09% 98
2024
Q4 		$944K Buy
1,223
+9
+0.7% +$7.45K 0.08% 96
2024
Q3 		$1.08M Buy
1,214
+5
+0.4% +$4.5K 0.09% 93
2024
Q2 		$1.09M Hold
1,209
– – 0.1% 86
2024
Q1 		$941K Buy
1,209
+16
+1% +$11.4K 0.09% 90
2023
Q4 		$696K Sell
1,193
-135
-10% -$78.8K 0.07% 97
2023
Q3 		$713K Hold
1,328
– – 0.08% 96
2023
Q2 		$623K Hold
1,328
– – 0.07% 99
2023
Q1 		$456K Sell
1,328
-718
-35% -$242K 0.06% 110
2022
Q4 		$749K Buy
2,046
+550
+37% +$195K 0.09% 95
2022
Q3 		$484K Buy
1,496
+77
+5% +$24.4K 0.06% 104
2022
Q2 		$460K Buy
1,419
+8
+0.6% +$2.4K 0.06% 111
2022
Q1 		$404K Buy
1,411
+289
+26% +$74.4K 0.04% 119
2021
Q4 		$310K Sell
1,122
-6
-0.5% -$1.52K 0.03% 122
2021
Q3 		$261K Hold
1,128
– – 0.03% 117
2021
Q2 		$259K Hold
1,128
– – 0.02% 124
2021
Q1 		$211K Buy
+1,128
New +$221K 0.02% 131
2016
Q1 		– Sell
-2,590
Closed -$218K – 132
2015
Q4 		$218K Hold
2,590
– – 0.03% 129
2015
Q3 		$217K Hold
2,590
– – 0.03% 134
2015
Q2 		$216K Buy
+2,590
New +$197K 0.03% 134
2015
Q1 		– Sell
-3,450
Closed -$238K – 139
2014
Q4 		$238K Hold
3,450
– – 0.03% 127
2014
Q3 		$224K Hold
3,450
– – 0.03% 128
2014
Q2 		$214K Buy
+3,450
New +$206K 0.03% 130

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

Edgemoor Investment Advisors's LLY Position: Q1 2026 in Review

Edgemoor Investment Advisors held its Eli Lilly (LLY) position steady in Q1 2026 at 1,013 shares worth $932K. The position accounts for 0.07% of the portfolio, ranked #99.

Edgemoor Investment Advisors first reported a position in LLY in Q2 2014 and has held it in 27 quarters since. The position peaked at $1.78M in Q3 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Edgemoor Investment Advisors held 1,013 shares of Eli Lilly worth $932K as of Q1 2026.
  • Edgemoor Investment Advisors left its Eli Lilly share count unchanged in Q1 2026.
  • Eli Lilly made up 0.07% of Edgemoor Investment Advisors's portfolio in Q1 2026, its #99 holding.
  • Edgemoor Investment Advisors first reported a position in Eli Lilly in Q2 2014 and has held it in 27 quarters since.
  • Edgemoor Investment Advisors's Eli Lilly position peaked at $1.78M in Q3 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.