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Emerald Advisers’s Eli Lilly LLY Stock Holding History

Emerald Advisers’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 		$1.25M Buy
1,356
+335
+33% +$340K 0.04% 137
2025
Q4 		$1.1M Sell
1,021
-26
-2% -$24.9K 0.03% 134
2025
Q3 		$799K Hold
1,047
– – 0.03% 156
2025
Q2 		$816K Sell
1,047
-234
-18% -$182K 0.03% 148
2025
Q1 		$1.06M Sell
1,281
-311
-20% -$259K 0.05% 127
2024
Q4 		$1.23M Sell
1,592
-281
-15% -$233K 0.05% 131
2024
Q3 		$1.66M Buy
1,873
+804
+75% +$723K 0.06% 123
2024
Q2 		$968K Buy
1,069
+341
+47% +$273K 0.04% 142
2024
Q1 		$566K Sell
728
-69
-9% -$49.1K 0.02% 174
2023
Q4 		$465K Buy
+797
New +$465K 0.02% 179
2023
Q1 		– Sell
-864
Closed -$316K – 239
2022
Q4 		$316K Sell
864
-21
-2% -$7.45K 0.02% 186
2022
Q3 		$286K Sell
885
-64
-7% -$20.3K 0.01% 194
2022
Q2 		$308K Buy
+949
New +$285K 0.02% 196
2014
Q3 		– Sell
-4,248
Closed -$264K – 384
2014
Q2 		$264K Sell
4,248
-1,481
-26% -$88.4K 0.01% 325
2014
Q1 		$337K Sell
5,729
-1,433
-20% -$80K 0.02% 310
2013
Q4 		$365K Buy
7,162
+512
+8% +$25.6K 0.02% 299
2013
Q3 		$335K Buy
6,650
+414
+7% +$21.7K 0.02% 306
2013
Q2 		$306K Buy
+6,236
New +$339K 0.02% 299

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

Emerald Advisers's LLY Position: Q1 2026 in Review

Emerald Advisers increased its Eli Lilly (LLY) stake by 33% in Q1 2026, buying an estimated $340K and bringing the position to 1,356 shares worth $1.25M. The position accounts for 0.04% of the portfolio, ranked #137.

Emerald Advisers first reported a position in LLY in Q2 2013 and has held it in 18 quarters since. The position peaked at $1.66M in Q3 2024. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Emerald Advisers held 1,356 shares of Eli Lilly worth $1.25M as of Q1 2026.
  • Emerald Advisers bought 335 Eli Lilly shares in Q1 2026, an estimated $340K.
  • Eli Lilly made up 0.04% of Emerald Advisers's portfolio in Q1 2026, its #137 holding.
  • Emerald Advisers first reported a position in Eli Lilly in Q2 2013 and has held it in 18 quarters since.
  • Emerald Advisers's Eli Lilly position peaked at $1.66M in Q3 2024.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Emerald Advisers's 13F filing for Q1 2026, filed 4 May 2026.