Financial Insights’s Eli Lilly LLY Stock Holding History

Financial Insights’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	$720K	Buy	783 +94	+14%	+$95.3K	0.23%	61
2025 Q4	$740K	Sell	689 -46	-6%	-$44K	0.25%	58
2025 Q3	$561K	Buy	735 +157	+27%	+$117K	0.19%	65
2025 Q2	$451K	Sell	578 -25	-4%	-$19.4K	0.16%	73
2025 Q1	$498K	Buy	+603	New	+$502K	0.2%	63
2024 Q4	–	Sell	-250	Closed	-$221K	–	130
2024 Q3	$221K	Sell	250 -49	-16%	-$44.1K	0.07%	138
2024 Q2	$271K	Hold	299	–	–	0.08%	137
2024 Q1	$233K	Buy	+299	New	+$213K	0.06%	152
2021 Q3	–	Sell	-155	Closed	-$356K	–	164
2021 Q2	$356K	Buy	+155	New	+$31.1K	0.03%	194

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

Financial Insights's LLY Position: Q1 2026 in Review

Financial Insights increased its Eli Lilly (LLY) stake by 14% in Q1 2026, buying an estimated $95.3K and bringing the position to 783 shares worth $720K. The position accounts for 0.23% of the portfolio, ranked #61.

Financial Insights first reported a position in LLY in Q2 2021 and has held it in 9 quarters since. The position peaked at $740K in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Financial Insights held 783 shares of Eli Lilly worth $720K as of Q1 2026.
Financial Insights bought 94 Eli Lilly shares in Q1 2026, an estimated $95.3K.
Eli Lilly made up 0.23% of Financial Insights's portfolio in Q1 2026, its #61 holding.
Financial Insights first reported a position in Eli Lilly in Q2 2021 and has held it in 9 quarters since.
Financial Insights's Eli Lilly position peaked at $740K in Q4 2025.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Financial Insights's 13F filing for Q1 2026, filed 19 May 2026.