EH
LLY icon

Equitable Holdings’s Eli Lilly LLY Stock Holding History

Equitable Holdings’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 		$48.9M Buy
46,965
+11,773
+33% +$11.9M 0.31% 68
2025
Q4 		$37.8M Buy
35,192
+5,191
+17% +$4.96M 0.26% 85
2025
Q3 		$22.9M Sell
30,001
-55
-0.2% -$40.9K 0.17% 120
2025
Q2 		$23.4M Buy
30,056
+3,093
+11% +$2.4M 0.19% 110
2025
Q1 		$22.3M Buy
26,963
+737
+3% +$613K 0.21% 100
2024
Q4 		$20.2M Buy
26,226
+10,635
+68% +$8.81M 0.19% 100
2024
Q3 		$13.8M Buy
15,591
+1,034
+7% +$930K 0.13% 136
2024
Q2 		$13.2M Buy
14,557
+633
+5% +$506K 0.14% 125
2024
Q1 		$10.8M Buy
13,924
+2,965
+27% +$2.11M 0.12% 142
2023
Q4 		$6.39M Buy
10,959
+1,464
+15% +$855K 0.08% 187
2023
Q3 		$5.1M Sell
9,495
-59
-0.6% -$30.4K 0.07% 200
2023
Q2 		$4.48M Buy
9,554
+1,317
+16% +$552K 0.06% 206
2023
Q1 		$2.83M Buy
8,237
+3,128
+61% +$1.05M 0.05% 263
2022
Q4 		$1.87M Buy
5,109
+81
+2% +$28.7K 0.03% 314
2022
Q3 		$1.63M Buy
5,028
+1,034
+26% +$328K 0.03% 298
2022
Q2 		$1.29M Sell
3,994
-549
-12% -$165K 0.02% 345
2022
Q1 		$1.3M Sell
4,543
-344
-7% -$88.5K 0.02% 356
2021
Q4 		$1.35M Buy
4,887
+608
+14% +$154K 0.02% 349
2021
Q3 		$989K Sell
4,279
-2
-0% -$494 0.02% 385
2021
Q2 		$983K Buy
4,281
+489
+13% +$98.2K 0.02% 372
2021
Q1 		$708K Buy
3,792
+665
+21% +$130K 0.02% 424
2020
Q4 		$528K Buy
3,127
+93
+3% +$13.9K 0.01% 449
2020
Q3 		$449K Buy
3,034
+153
+5% +$23.7K 0.01% 446
2020
Q2 		$473K Buy
2,881
+225
+8% +$34.5K 0.01% 418
2020
Q1 		$368K Buy
2,656
+225
+9% +$30.9K 0.01% 419
2019
Q4 		$320K Buy
+2,431
New +$282K 0.01% 486

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

Equitable Holdings's LLY Position: Q1 2026 in Review

Equitable Holdings increased its Eli Lilly (LLY) stake by 33% in Q1 2026, buying an estimated $11.9M and bringing the position to 46,965 shares worth $48.9M. The position accounts for 0.31% of the portfolio, ranked #68.

Equitable Holdings first reported a position in LLY in Q4 2019 and has held it in 26 quarters since. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Equitable Holdings held 46,965 shares of Eli Lilly worth $48.9M as of Q1 2026.
  • Equitable Holdings bought 11,773 Eli Lilly shares in Q1 2026, an estimated $11.9M.
  • Eli Lilly made up 0.31% of Equitable Holdings's portfolio in Q1 2026, its #68 holding.
  • Equitable Holdings first reported a position in Eli Lilly in Q4 2019 and has held it in 26 quarters since.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.