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Fiduciary Family Office’s Eli Lilly LLY Stock Holding History

Fiduciary Family Office’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 		$5.58M Buy
6,070
+3,222
+113% +$3.27M 1.59% 7
2025
Q4 		$3.06M Sell
2,848
-28
-1% -$26.8K 0.88% 16
2025
Q3 		$2.19M Buy
2,876
+635
+28% +$473K 0.62% 27
2025
Q2 		$1.75M Sell
2,241
-216
-9% -$168K 0.57% 31
2025
Q1 		$2.03M Buy
2,457
+2,157
+719% +$1.79M 0.68% 25
2024
Q4 		$232K Sell
300
-1,832
-86% -$1.52M 0.07% 49
2024
Q3 		$1.89M Buy
2,132
+188
+10% +$169K 0.62% 31
2024
Q2 		$1.76M Sell
1,944
-205
-10% -$164K 0.69% 31
2024
Q1 		$1.67M Buy
2,149
+432
+25% +$307K 0.66% 35
2023
Q4 		$1M Buy
+1,717
New +$1M 0.44% 43

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

Fiduciary Family Office's LLY Position: Q1 2026 in Review

Fiduciary Family Office increased its Eli Lilly (LLY) stake by 113% in Q1 2026, buying an estimated $3.27M and bringing the position to 6,070 shares worth $5.58M. The position accounts for 1.59% of the portfolio, ranked #7.

Fiduciary Family Office first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Fiduciary Family Office held 6,070 shares of Eli Lilly worth $5.58M as of Q1 2026.
  • Fiduciary Family Office bought 3,222 Eli Lilly shares in Q1 2026, an estimated $3.27M.
  • Eli Lilly made up 1.59% of Fiduciary Family Office's portfolio in Q1 2026, its #7 holding.
  • Fiduciary Family Office first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.