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Financial Perspectives’s Eli Lilly LLY Stock Holding History

Financial Perspectives’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 		$590K Sell
641
-4
-0.6% -$4.05K 0.16% 80
2025
Q4 		$693K Sell
645
-33
-5% -$31.6K 0.19% 73
2025
Q3 		$517K Buy
678
+126
+23% +$93.8K 0.14% 88
2025
Q2 		$430K Buy
552
+135
+32% +$105K 0.13% 99
2025
Q1 		$344K Hold
417
– – 0.12% 102
2024
Q4 		$322K Buy
417
+54
+15% +$44.7K 0.11% 106
2024
Q3 		$322K Buy
363
+7
+2% +$6.29K 0.11% 107
2024
Q2 		$322K Hold
356
– – 0.12% 103
2024
Q1 		$277K Sell
356
-2
-0.6% -$1.42K 0.11% 115
2023
Q4 		$209K Buy
358
+14
+4% +$8.17K 0.08% 141
2023
Q3 		$185K Buy
344
+163
+90% +$84K 0.08% 136
2023
Q2 		$84.9K Buy
181
+57
+46% +$23.9K 0.04% 207
2023
Q1 		$42.6K Hold
124
– – 0.02% 270
2022
Q4 		$45.4K Hold
124
– – 0.02% 261
2022
Q3 		$40.1K Hold
124
– – 0.02% 262
2022
Q2 		$40.2K Hold
124
– – 0.02% 257
2022
Q1 		$35.5K Hold
124
– – 0.02% 295
2021
Q4 		$34.3K Hold
124
– – 0.02% 283
2021
Q3 		$28.6K Sell
124
-13
-9% -$3.21K 0.01% 311
2021
Q2 		$31.4K Sell
137
-25,457
-99% -$5.11M 0.02% 317
2021
Q1 		$137K Buy
25,594
+25,457
+18,582% +$4.98M 0.01% 439
2020
Q4 		$23.1K Sell
137
-1,987
-94% -$297K 0.01% 318
2020
Q3 		$314K Hold
2,124
– – 0.21% 69
2020
Q2 		$349K Hold
2,124
– – 0.25% 58
2020
Q1 		$295K Hold
2,124
– – 0.24% 56
2019
Q4 		$279K Buy
+2,124
New +$246K 0.19% 66

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

Financial Perspectives's LLY Position: Q1 2026 in Review

Financial Perspectives reduced its Eli Lilly (LLY) stake by 0.62% in Q1 2026, selling an estimated $4.05K and leaving 641 shares worth $590K. The position accounts for 0.16% of the portfolio, ranked #80.

Financial Perspectives first reported a position in LLY in Q4 2019 and has held it in 26 quarters since. The position peaked at $693K in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Financial Perspectives held 641 shares of Eli Lilly worth $590K as of Q1 2026.
  • Financial Perspectives sold 4 Eli Lilly shares in Q1 2026, an estimated $4.05K.
  • Eli Lilly made up 0.16% of Financial Perspectives's portfolio in Q1 2026, its #80 holding.
  • Financial Perspectives first reported a position in Eli Lilly in Q4 2019 and has held it in 26 quarters since.
  • Financial Perspectives's Eli Lilly position peaked at $693K in Q4 2025.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.