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Elm3 Financial Group’s Eli Lilly LLY Stock Holding History

Elm3 Financial 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 		$3.71M Sell
4,035
-74
-2% -$75K 3.13% 5
2025
Q4 		$4.42M Sell
4,109
-789
-16% -$754K 3.66% 5
2025
Q3 		$3.74M Sell
4,898
-1,016
-17% -$756K 3.06% 8
2025
Q2 		$4.61M Sell
5,914
-503
-8% -$391K 3.83% 6
2025
Q1 		$5.3M Sell
6,417
-478
-7% -$398K 4.66% 4
2024
Q4 		$5.32M Buy
+6,895
New +$5.71M 4.54% 5

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

Elm3 Financial Group's LLY Position: Q1 2026 in Review

Elm3 Financial Group reduced its Eli Lilly (LLY) stake by 1.8% in Q1 2026, selling an estimated $75K and leaving 4,035 shares worth $3.71M. The position accounts for 3.13% of the portfolio, ranked #5.

Elm3 Financial Group first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.32M in Q4 2024. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Elm3 Financial Group held 4,035 shares of Eli Lilly worth $3.71M as of Q1 2026.
  • Elm3 Financial Group sold 74 Eli Lilly shares in Q1 2026, an estimated $75K.
  • Eli Lilly made up 3.13% of Elm3 Financial Group's portfolio in Q1 2026, its #5 holding.
  • Elm3 Financial Group first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
  • Elm3 Financial Group's Eli Lilly position peaked at $5.32M in Q4 2024.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Elm3 Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.