Emerald Advisors’s Eli Lilly LLY Stock Holding History

Emerald 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	$1.07M	Buy	1,160 +69	+6%	+$70K	0.13%	48
2025 Q4	$1.17M	Buy	1,091 +6	+0.6%	+$5.74K	0.16%	47
2025 Q3	$828K	Buy	1,085 +64	+6%	+$47.6K	0.11%	55
2025 Q2	$796K	Buy	1,021 +386	+61%	+$300K	0.1%	55
2025 Q1	$524K	Hold	635	–	–	0.07%	63
2024 Q4	$490K	Hold	635	–	–	0.07%	62
2024 Q3	$583K	Hold	635	–	–	0.08%	58
2024 Q2	$575K	Hold	635	–	–	0.09%	56
2024 Q1	$494K	Hold	635	–	–	0.09%	59
2023 Q4	$370K	Hold	635	–	–	0.07%	65
2023 Q3	$341K	Buy	635 +1	+0.2%	+$515	0.08%	64
2023 Q2	$297K	Buy	634 +1	+0.2%	+$419	0.07%	69
2023 Q1	$217K	Sell	633 -6	-0.9%	-$2.02K	0.06%	76
2022 Q4	$234K	Buy	639 +17	+3%	+$6.03K	0.06%	66
2022 Q3	$201K	Buy	622 +1	+0.2%	+$317	0.06%	74
2022 Q2	$201K	Buy	+621	New	+$186K	0.06%	81

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

Emerald Advisors's LLY Position: Q1 2026 in Review

Emerald Advisors increased its Eli Lilly (LLY) stake by 6.3% in Q1 2026, buying an estimated $70K and bringing the position to 1,160 shares worth $1.07M. The position accounts for 0.13% of the portfolio, ranked #48.

Emerald Advisors first reported a position in LLY in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.17M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Emerald Advisors held 1,160 shares of Eli Lilly worth $1.07M as of Q1 2026.
Emerald Advisors bought 69 Eli Lilly shares in Q1 2026, an estimated $70K.
Eli Lilly made up 0.13% of Emerald Advisors's portfolio in Q1 2026, its #48 holding.
Emerald Advisors first reported a position in Eli Lilly in Q2 2022 and has held it in 16 quarters since.
Emerald Advisors's Eli Lilly position peaked at $1.17M in Q4 2025.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Emerald Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.