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

Evelyn Partners Investment 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 		$6.65M Buy
7,228
+2,040
+39% +$2.07M 0.18% 68
2025
Q4 		$5.58M Buy
5,188
+133
+3% +$127K 0.15% 76
2025
Q3 		$3.86M Sell
5,055
-58
-1% -$43.2K 0.11% 81
2025
Q2 		$3.99M Buy
5,113
+225
+5% +$175K 0.12% 78
2025
Q1 		$4.04M Buy
4,888
+1,032
+27% +$859K 0.13% 79
2024
Q4 		$2.98M Buy
+3,856
New +$3.19M 0.1% 88

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 Investment Management's LLY Position: Q1 2026 in Review

Evelyn Partners Investment Management increased its Eli Lilly (LLY) stake by 39% in Q1 2026, buying an estimated $2.07M and bringing the position to 7,228 shares worth $6.65M. The position accounts for 0.18% of the portfolio, ranked #68.

Evelyn Partners Investment Management 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 held 7,228 shares of Eli Lilly worth $6.65M as of Q1 2026.
  • Evelyn Partners Investment Management bought 2,040 Eli Lilly shares in Q1 2026, an estimated $2.07M.
  • Eli Lilly made up 0.18% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #68 holding.
  • Evelyn Partners Investment Management 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's 13F filing for Q1 2026, filed 15 May 2026.