Envestnet Asset Management
LLY icon

Envestnet Asset Management’s Eli Lilly LLY Stock Holding History

Envestnet 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 		$1.08B Buy
1,175,177
+68,519
+6% +$69.5M 0.29% 62
2025
Q4 		$1.19B Sell
1,106,658
-59,602
-5% -$57M 0.35% 58
2025
Q3 		$890M Sell
1,166,260
-46,572
-4% -$34.7M 0.26% 69
2025
Q2 		$945M Buy
1,212,832
+100,831
+9% +$78.4M 0.28% 66
2025
Q1 		$918M Buy
1,112,001
+161,665
+17% +$135M 0.3% 66
2024
Q4 		$734M Buy
950,336
+41,669
+5% +$34.5M 0.24% 71
2024
Q3 		$805M Buy
908,667
+13,613
+2% +$12.2M 0.26% 66
2024
Q2 		$810M Buy
895,054
+40,687
+5% +$32.5M 0.28% 63
2024
Q1 		$665M Buy
854,367
+56,517
+7% +$40.2M 0.25% 72
2023
Q4 		$465M Sell
797,850
-7,637
-0.9% -$4.46M 0.19% 95
2023
Q3 		$433M Buy
805,487
+149,183
+23% +$76.9M 0.2% 95
2023
Q2 		$308M Sell
656,304
-1,777,769
-73% -$746M 0.14% 123
2023
Q1 		$218M Buy
2,434,073
+1,850,187
+317% +$624M 0.1% 168
2022
Q4 		$214M Buy
583,886
+14,364
+3% +$5.09M 0.11% 171
2022
Q3 		$184M Sell
569,522
-15,994
-3% -$5.07M 0.11% 175
2022
Q2 		$190M Buy
585,516
+143,571
+32% +$43.1M 0.11% 179
2022
Q1 		$127M Buy
441,945
+21,759
+5% +$5.6M 0.06% 260
2021
Q4 		$116M Buy
420,186
+73,713
+21% +$18.7M 0.06% 288
2021
Q3 		$80.1M Buy
346,473
+25,724
+8% +$6.35M 0.04% 339
2021
Q2 		$73.6M Buy
320,749
+18,406
+6% +$3.7M 0.04% 353
2021
Q1 		$56.5M Buy
302,343
+19,253
+7% +$3.77M 0.04% 378
2020
Q4 		$47.8M Sell
283,090
-14,348
-5% -$2.14M 0.04% 362
2020
Q3 		$44M Sell
297,438
-13,769
-4% -$2.13M 0.04% 334
2020
Q2 		$51.1M Buy
311,207
+4,985
+2% +$765K 0.05% 274
2020
Q1 		$42.5M Buy
306,222
+18,068
+6% +$2.48M 0.05% 265
2019
Q4 		$37.9M Buy
288,154
+19,423
+7% +$2.25M 0.04% 327
2019
Q3 		$30.1M Buy
268,731
+13,110
+5% +$1.46M 0.03% 368
2019
Q2 		$28.3M Sell
255,621
-30,678
-11% -$3.61M 0.04% 359
2019
Q1 		$37.1M Sell
286,299
-30,694
-10% -$3.73M 0.05% 276
2018
Q4 		$36.7M Buy
316,993
+312,755
+7,380% +$34.9M 0.06% 239
2018
Q3 		$455K Sell
4,238
-47,708
-92% -$4.77M ﹤0.01% 935
2018
Q2 		$4.43M Sell
51,946
-1,542
-3% -$127K 0.01% 531
2018
Q1 		$4.14M Sell
53,488
-171,369
-76% -$13.8M 0.01% 449
2017
Q4 		$19M Buy
224,857
+7,162
+3% +$609K 0.04% 247
2017
Q3 		$18.6M Buy
217,695
+1,003
+0.5% +$82.3K 0.04% 231
2017
Q2 		$17.8M Buy
216,692
+2,686
+1% +$219K 0.05% 238
2017
Q1 		$18M Buy
214,006
+26,352
+14% +$2.11M 0.06% 221
2016
Q4 		$13.8M Buy
187,654
+55,767
+42% +$4.15M 0.05% 268
2016
Q3 		$10.6M Sell
131,887
-125,738
-49% -$10.1M 0.04% 327
2016
Q2 		$20.3M Buy
257,625
+47,259
+22% +$3.56M 0.08% 211
2016
Q1 		$15.1M Sell
210,366
-6,264
-3% -$474K 0.07% 255
2015
Q4 		$18.3M Buy
216,630
+25,942
+14% +$2.15M 0.08% 216
2015
Q3 		$16M Sell
190,688
-39,053
-17% -$3.3M 0.08% 219
2015
Q2 		$19.2M Sell
229,741
-22,210
-9% -$1.69M 0.09% 215
2015
Q1 		$18.3M Buy
251,951
+226,268
+881% +$16.1M 0.09% 214
2014
Q4 		$1.77M Sell
25,683
-842
-3% -$56.8K 0.02% 417
2014
Q3 		$1.72M Buy
26,525
+6,245
+31% +$395K 0.02% 431
2014
Q2 		$1.26M Buy
20,280
+1,225
+6% +$73.1K 0.01% 475
2014
Q1 		$1.12M Buy
19,055
+320
+2% +$17.9K 0.01% 431
2013
Q4 		$955K Buy
18,735
+1,355
+8% +$67.9K 0.01% 464
2013
Q3 		$875K Sell
17,380
-434
-2% -$22.7K 0.01% 454
2013
Q2 		$875K Buy
+17,814
New +$969K 0.01% 441

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

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

Envestnet Asset Management increased its Eli Lilly (LLY) stake by 6.2% in Q1 2026, buying an estimated $69.5M and bringing the position to 1,175,177 shares worth $1.08B. The position accounts for 0.29% of the portfolio, ranked #62.

Envestnet Asset Management first reported a position in LLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.19B in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Envestnet Asset Management held 1,175,177 shares of Eli Lilly worth $1.08B as of Q1 2026.
  • Envestnet Asset Management bought 68,519 Eli Lilly shares in Q1 2026, an estimated $69.5M.
  • Eli Lilly made up 0.29% of Envestnet Asset Management's portfolio in Q1 2026, its #62 holding.
  • Envestnet Asset Management first reported a position in Eli Lilly in Q2 2013 and has held it in 52 quarters since.
  • Envestnet Asset Management's Eli Lilly position peaked at $1.19B in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.