Family Investment Center’s Eli Lilly LLY Stock Holding History

Family Investment Center’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	-415	Closed	-$446K	–	98
2025 Q4	$446K	Buy	+415	New	+$397K	0.09%	56
2025 Q1	–	Sell	-400	Closed	-$309K	–	87
2024 Q4	$309K	Buy	400 +23	+6%	+$19K	0.08%	68
2024 Q3	$334K	Buy	377 +54	+17%	+$48.5K	0.08%	60
2024 Q2	$292K	Buy	+323	New	+$258K	0.09%	66

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 Investment Center's LLY Position: Q1 2026 in Review

Family Investment Center sold out of Eli Lilly (LLY) in Q1 2026, closing a stake of 415 shares — an estimated $446K sold.

Family Investment Center first reported a position in LLY in Q2 2024 and held it in 4 quarters. The position peaked at $446K in Q4 2025. 4,356 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Family Investment Center reported no remaining Eli Lilly position as of Q1 2026 after selling out during the quarter.
Family Investment Center sold 415 Eli Lilly shares in Q1 2026, an estimated $446K.
Family Investment Center first reported a position in Eli Lilly in Q2 2024 and held it in 4 quarters.
Family Investment Center's Eli Lilly position peaked at $446K in Q4 2025.
4,356 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Family Investment Center's 13F filing for Q1 2026, filed 24 Apr 2026.