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Evergreen Capital Management’s Eli Lilly LLY Stock Holding History

Evergreen Capital 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 		– Hold
0
– – – 154
2025
Q4 		– Hold
0
– -$763K – 1476
2025
Q3 		– Hold
0
– – – 476

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

Evergreen Capital Management's LLY Position: Q1 2026 in Review

Evergreen Capital Management increased its Eli Lilly (LLY) stake by 31% in Q1 2026, buying an estimated $3.86M and bringing the position to 16,020 shares worth $14.7M. The position accounts for 0.32% of the portfolio, ranked #73.

Evergreen Capital Management first reported a position in LLY in Q2 2018 and has held it in 32 quarters since. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Evergreen Capital Management held 16,020 shares of Eli Lilly worth $14.7M as of Q1 2026.
  • Evergreen Capital Management bought 3,810 Eli Lilly shares in Q1 2026, an estimated $3.86M.
  • Eli Lilly made up 0.32% of Evergreen Capital Management's portfolio in Q1 2026, its #73 holding.
  • Evergreen Capital Management first reported a position in Eli Lilly in Q2 2018 and has held it in 32 quarters since.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.