Empirical Asset Management’s Eli Lilly LLY Stock Holding History

Empirical Asset Management’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	$3.14M	Buy	3,409 +20	+0.6%	+$20.3K	0.83%	15
2025 Q4	$3.64M	Sell	3,389 -83	-2%	-$79.4K	1.03%	15
2025 Q3	$2.65M	Buy	3,472 +1,959	+129%	+$1.46M	0.74%	20
2025 Q2	$1.18M	Sell	1,513 -2	-0.1%	-$1.55K	0.36%	74
2025 Q1	$1.25M	Sell	1,515 -128,936	-99%	-$107M	0.43%	55
2024 Q4	$1.39M	Buy	130,451 +80,301	+160%	+$66.5M	0.46%	53
2024 Q3	$1.41M	Buy	50,150 +138	+0.3%	+$124K	0.5%	48
2024 Q2	$1.32M	Buy	50,012 +48,255	+2,746%	+$38.6M	0.49%	42
2024 Q1	$364K	Buy	1,757 +1,292	+278%	+$919K	0.18%	168
2023 Q4	$271K	Sell	465 -181	-28%	-$106K	0.22%	147
2023 Q3	$347K	Buy	646 +1	+0.2%	+$515	0.3%	114
2023 Q2	$302K	Buy	+645	New	+$270K	0.27%	115
2022 Q1	–	Sell	-878	Closed	-$243K	–	172
2021 Q4	$243K	Buy	+878	New	+$223K	0.23%	133

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

Empirical Asset Management's LLY Position: Q1 2026 in Review

Empirical Asset Management increased its Eli Lilly (LLY) stake by 0.59% in Q1 2026, buying an estimated $20.3K and bringing the position to 3,409 shares worth $3.14M. The position accounts for 0.83% of the portfolio, ranked #15.

Empirical Asset Management first reported a position in LLY in Q4 2021 and has held it in 13 quarters since. The position peaked at $3.64M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Empirical Asset Management held 3,409 shares of Eli Lilly worth $3.14M as of Q1 2026.
Empirical Asset Management bought 20 Eli Lilly shares in Q1 2026, an estimated $20.3K.
Eli Lilly made up 0.83% of Empirical Asset Management's portfolio in Q1 2026, its #15 holding.
Empirical Asset Management first reported a position in Eli Lilly in Q4 2021 and has held it in 13 quarters since.
Empirical Asset Management's Eli Lilly position peaked at $3.64M in Q4 2025.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.