Family CFO’s Eli Lilly LLY Stock Holding History

Family CFO’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	–	Sell	-69	Closed	-$74.2K	–	69
2025 Q4	$74.2K	Buy	+69	New	+$66K	0.03%	53
2025 Q3	–	Sell	-69	Closed	-$53.8K	–	64
2025 Q2	$53.8K	Buy	+69	New	+$53.6K	0.03%	53
2025 Q1	–	Sell	-71	Closed	-$54.8K	–	82
2024 Q4	$54.8K	Hold	71	–	–	0.03%	49
2024 Q3	$62.9K	Sell	71 -3	-4%	-$2.7K	0.04%	49
2024 Q2	$67K	Hold	74	–	–	0.04%	42
2024 Q1	$57.6K	Hold	74	–	–	0.04%	45
2023 Q4	$43.1K	Hold	74	–	–	0.03%	44
2023 Q3	$39.7K	Buy	+74	New	+$38.1K	0.03%	45

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

Family CFO's LLY Position: Q1 2026 in Review

Family CFO sold out of Eli Lilly (LLY) in Q1 2026, closing a stake of 69 shares — an estimated $74.2K sold.

Family CFO first reported a position in LLY in Q3 2023 and held it in 8 quarters. The position peaked at $74.2K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Family CFO reported no remaining Eli Lilly position as of Q1 2026 after selling out during the quarter.
Family CFO sold 69 Eli Lilly shares in Q1 2026, an estimated $74.2K.
Family CFO first reported a position in Eli Lilly in Q3 2023 and held it in 8 quarters.
Family CFO's Eli Lilly position peaked at $74.2K in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Family CFO's 13F filing for Q1 2026, filed 28 Apr 2026.