F/M Investments’s Eli Lilly LLY Stock Holding History

F/M Investments’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	$22.3M	Sell	24,253 -13,245	-35%	-$13.4M	1.48%	14
2025 Q4	$40.3M	Sell	37,498 -890	-2%	-$851K	1.53%	9
2025 Q3	$29.3M	Buy	38,388 +1,528	+4%	+$1.14M	1.13%	14
2025 Q2	$28.7M	Buy	36,860 +52	+0.1%	+$40.4K	1.04%	18
2025 Q1	$30.4M	Sell	36,808 -694	-2%	-$577K	1.21%	17
2024 Q4	$29M	Sell	37,502 -7,679	-17%	-$6.36M	1.07%	21
2024 Q3	$40M	Sell	45,181 -2,330	-5%	-$2.09M	1.26%	13
2024 Q2	$43M	Buy	+47,511	New	+$38M	1.55%	8

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

F/M Investments's LLY Position: Q1 2026 in Review

F/M Investments reduced its Eli Lilly (LLY) stake by 35% in Q1 2026, selling an estimated $13.4M and leaving 24,253 shares worth $22.3M. The position accounts for 1.48% of the portfolio, ranked #14.

F/M Investments first reported a position in LLY in Q2 2024 and has held it in 8 quarters since. The position peaked at $43M in Q2 2024. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

F/M Investments held 24,253 shares of Eli Lilly worth $22.3M as of Q1 2026.
F/M Investments sold 13,245 Eli Lilly shares in Q1 2026, an estimated $13.4M.
Eli Lilly made up 1.48% of F/M Investments's portfolio in Q1 2026, its #14 holding.
F/M Investments first reported a position in Eli Lilly in Q2 2024 and has held it in 8 quarters since.
F/M Investments's Eli Lilly position peaked at $43M in Q2 2024.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.