EI
LLY icon

Ellevest Inc’s Eli Lilly LLY Stock Holding History

Ellevest Inc’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 		$3.01M Buy
3,274
+57
+2% +$57.8K 0.42% 35
2025
Q4 		$3.46M Sell
3,217
-52
-2% -$49.7K 0.48% 33
2025
Q3 		$2.49M Sell
3,269
-252
-7% -$188K 0.36% 36
2025
Q2 		$2.74M Sell
3,521
-60
-2% -$46.6K 0.44% 33
2025
Q1 		$2.96M Buy
3,581
+2
+0.1% +$1.66K 0.2% 41
2024
Q4 		$2.76M Sell
3,579
-221
-6% -$183K 0.16% 46
2024
Q3 		$3.37M Buy
3,800
+38
+1% +$34.2K 0.19% 41
2024
Q2 		$3.41M Buy
3,762
+261
+7% +$209K 0.2% 40
2024
Q1 		$2.72M Buy
3,501
+87
+3% +$61.9K 0.17% 47
2023
Q4 		$1.99M Buy
3,414
+591
+21% +$345K 0.14% 50
2023
Q3 		$1.52M Buy
2,823
+80
+3% +$41.2K 0.12% 53
2023
Q2 		$1.29M Buy
2,743
+170
+7% +$71.3K 0.1% 56
2023
Q1 		$884K Buy
2,573
+78
+3% +$26.3K 0.07% 68
2022
Q4 		$913K Buy
2,495
+215
+9% +$76.2K 0.08% 69
2022
Q3 		$737K Buy
2,280
+217
+11% +$68.8K 0.07% 64
2022
Q2 		$669K Buy
2,063
+1,487
+258% +$446K 0.06% 76
2022
Q1 		$165K Sell
576
-1,173
-67% -$302K 0.01% 340
2021
Q4 		$483K Buy
1,749
+1,213
+226% +$307K 0.04% 111
2021
Q3 		$124K Buy
536
+43
+9% +$10.6K 0.01% 354
2021
Q2 		$113K Sell
493
-1,194
-71% -$240K 0.01% 354
2021
Q1 		$315K Buy
1,687
+125
+8% +$24.5K 0.04% 123
2020
Q4 		$264K Buy
1,562
+403
+35% +$60.2K 0.04% 125
2020
Q3 		$172K Buy
1,159
+54
+5% +$8.36K 0.03% 146
2020
Q2 		$181K Buy
1,105
+418
+61% +$64.2K 0.04% 125
2020
Q1 		$95K Buy
687
+211
+44% +$29K 0.03% 147
2019
Q4 		$63K Buy
476
+261
+121% +$30.3K 0.02% 148
2019
Q3 		$24K Buy
215
+20
+10% +$2.23K 0.01% 170
2019
Q2 		$22K Buy
195
+106
+119% +$12.5K 0.01% 191
2019
Q1 		$12K Hold
89
– – 0.01% 179
2018
Q4 		$10K Buy
+89
New +$9.94K 0.01% 380

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

Ellevest Inc's LLY Position: Q1 2026 in Review

Ellevest Inc increased its Eli Lilly (LLY) stake by 1.8% in Q1 2026, buying an estimated $57.8K and bringing the position to 3,274 shares worth $3.01M. The position accounts for 0.42% of the portfolio, ranked #35.

Ellevest Inc first reported a position in LLY in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.46M in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Ellevest Inc held 3,274 shares of Eli Lilly worth $3.01M as of Q1 2026.
  • Ellevest Inc bought 57 Eli Lilly shares in Q1 2026, an estimated $57.8K.
  • Eli Lilly made up 0.42% of Ellevest Inc's portfolio in Q1 2026, its #35 holding.
  • Ellevest Inc first reported a position in Eli Lilly in Q4 2018 and has held it in 30 quarters since.
  • Ellevest Inc's Eli Lilly position peaked at $3.46M in Q4 2025.
  • 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.