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Evelyn Partners Asset Management’s Eli Lilly LLY Stock Holding History

Evelyn Partners 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 		$1.33M Buy
1,441
+192
+15% +$195K 0.33% 57
2025
Q4 		$1.34M Buy
1,249
+131
+12% +$125K 0.31% 61
2025
Q3 		$853K Buy
1,118
+1,113
+22,260% +$828K 0.19% 64
2025
Q2 		$3.9K Hold
5
– – ﹤0.01% 220
2025
Q1 		$4.13K Hold
5
– – ﹤0.01% 227
2024
Q4 		$3.86K Buy
+5
New +$4.14K ﹤0.01% 227

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

Evelyn Partners Asset Management's LLY Position: Q1 2026 in Review

Evelyn Partners Asset Management increased its Eli Lilly (LLY) stake by 15% in Q1 2026, buying an estimated $195K and bringing the position to 1,441 shares worth $1.33M. The position accounts for 0.33% of the portfolio, ranked #57.

Evelyn Partners Asset Management first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.34M in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Evelyn Partners Asset Management held 1,441 shares of Eli Lilly worth $1.33M as of Q1 2026.
  • Evelyn Partners Asset Management bought 192 Eli Lilly shares in Q1 2026, an estimated $195K.
  • Eli Lilly made up 0.33% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #57 holding.
  • Evelyn Partners Asset Management first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Asset Management's Eli Lilly position peaked at $1.34M in Q4 2025.
  • 4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.