Edmond de Rothschild Holding’s Eli Lilly LLY Stock Holding History

Edmond de Rothschild Holding’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
2024 Q2	–	Sell	-8,000	Closed	-$210K	–	694
2024 Q1	$210K	Sell	8,000 -7,000	-47%	-$4.98M	﹤0.01%	422
2023 Q4	$48.8K	Buy	+15,000	New	+$8.76M	﹤0.01%	575
2023 Q3	–	Sell	-17,500	Closed	-$207K	–	731
2023 Q2	$207K	Buy	17,500 +4,500	+35%	+$1.89M	﹤0.01%	435
2023 Q1	$204K	Buy	+13,000	New	+$4.38M	﹤0.01%	440
2022 Q4	–	Sell	-4,000	Closed	-$97K	–	809
2022 Q3	$97K	Buy	+4,000	New	+$1.27M	﹤0.01%	576

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

Edmond de Rothschild Holding's LLY Position: Q1 2026 in Review

Edmond de Rothschild Holding reduced its Eli Lilly (LLY) stake by 2.3% in Q1 2026, selling an estimated $1.01M and leaving 42,877 shares worth $39.4M. The position accounts for 0.57% of the portfolio, ranked #54.

Edmond de Rothschild Holding first reported a position in LLY in Q2 2015 and has held it in 37 quarters since. The position peaked at $92.1M in Q3 2024. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Edmond de Rothschild Holding held 42,877 shares of Eli Lilly worth $39.4M as of Q1 2026.
Edmond de Rothschild Holding sold 998 Eli Lilly shares in Q1 2026, an estimated $1.01M.
Eli Lilly made up 0.57% of Edmond de Rothschild Holding's portfolio in Q1 2026, its #54 holding.
Edmond de Rothschild Holding first reported a position in Eli Lilly in Q2 2015 and has held it in 37 quarters since.
Edmond de Rothschild Holding's Eli Lilly position peaked at $92.1M in Q3 2024.
4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2026, filed 13 May 2026.