Evelyn Partners Investment Management Services’s Eli Lilly LLY Stock Holding History

Evelyn Partners Investment Management Services’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	$8.23M	Buy	8,949 +1,450	+19%	+$1.47M	0.97%	28
2025 Q4	$8.06M	Buy	7,499 +211	+3%	+$202K	1.01%	29
2025 Q3	$5.56M	Buy	7,288 +5,699	+359%	+$4.24M	0.75%	38
2025 Q2	$1.24M	Sell	1,589 -707	-31%	-$549K	0.19%	70
2025 Q1	$1.9M	Buy	2,296 +1,479	+181%	+$1.23M	0.31%	57
2024 Q4	$631K	Buy	+817	New	+$676K	0.11%	83

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

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

Evelyn Partners Investment Management Services increased its Eli Lilly (LLY) stake by 19% in Q1 2026, buying an estimated $1.47M and bringing the position to 8,949 shares worth $8.23M. The position accounts for 0.97% of the portfolio, ranked #28.

Evelyn Partners Investment Management Services first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Evelyn Partners Investment Management Services held 8,949 shares of Eli Lilly worth $8.23M as of Q1 2026.
Evelyn Partners Investment Management Services bought 1,450 Eli Lilly shares in Q1 2026, an estimated $1.47M.
Eli Lilly made up 0.97% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #28 holding.
Evelyn Partners Investment Management Services first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

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