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Fort Sheridan Advisors’s Eli Lilly LLY Stock Holding History

Fort Sheridan Advisors’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 		$4.9M Buy
5,324
+246
+5% +$249K 0.59% 37
2025
Q4 		$5.46M Buy
5,078
+33
+0.7% +$31.6K 0.69% 29
2025
Q3 		$3.85M Buy
5,045
+176
+4% +$131K 0.5% 40
2025
Q2 		$3.8M Sell
4,869
-3
-0.1% -$2.33K 0.54% 40
2025
Q1 		$4.02M Sell
4,872
-18
-0.4% -$15K 0.61% 35
2024
Q4 		$3.77M Buy
4,890
+48
+1% +$39.7K 0.55% 36
2024
Q3 		$4.29M Sell
4,842
-26
-0.5% -$23.4K 0.65% 30
2024
Q2 		$4.41M Sell
4,868
-19
-0.4% -$15.2K 0.71% 28
2024
Q1 		$3.8M Buy
4,887
+3
+0.1% +$2.13K 0.72% 30
2023
Q4 		$2.85M Sell
4,884
-227
-4% -$133K 0.57% 34
2023
Q3 		$2.75M Sell
5,111
-80
-2% -$41.2K 0.62% 33
2023
Q2 		$2.43M Buy
5,191
+2,234
+76% +$937K 0.56% 34
2023
Q1 		$1.02M Buy
2,957
+867
+41% +$292K 0.26% 73
2022
Q4 		$765K Sell
2,090
-7
-0.3% -$2.48K 0.25% 75
2022
Q3 		$678K Sell
2,097
-201
-9% -$63.7K 0.23% 83
2022
Q2 		$745K Buy
2,298
+173
+8% +$51.9K 0.24% 76
2022
Q1 		$609K Buy
2,125
+33
+2% +$8.49K 0.18% 96
2021
Q4 		$578K Buy
2,092
+310
+17% +$78.6K 0.17% 100
2021
Q3 		$412K Sell
1,782
-27
-1% -$6.66K 0.13% 114
2021
Q2 		$415K Sell
1,809
-43
-2% -$8.64K 0.14% 110
2021
Q1 		$346K Buy
1,852
+150
+9% +$29.3K 0.14% 100
2020
Q4 		$287K Sell
1,702
-399
-19% -$59.6K 0.14% 98
2020
Q3 		$311K Buy
+2,101
New +$325K 0.18% 75

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

Fort Sheridan Advisors's LLY Position: Q1 2026 in Review

Fort Sheridan Advisors increased its Eli Lilly (LLY) stake by 4.8% in Q1 2026, buying an estimated $249K and bringing the position to 5,324 shares worth $4.9M. The position accounts for 0.59% of the portfolio, ranked #37.

Fort Sheridan Advisors first reported a position in LLY in Q3 2020 and has held it in 23 quarters since. The position peaked at $5.46M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Fort Sheridan Advisors held 5,324 shares of Eli Lilly worth $4.9M as of Q1 2026.
  • Fort Sheridan Advisors bought 246 Eli Lilly shares in Q1 2026, an estimated $249K.
  • Eli Lilly made up 0.59% of Fort Sheridan Advisors's portfolio in Q1 2026, its #37 holding.
  • Fort Sheridan Advisors first reported a position in Eli Lilly in Q3 2020 and has held it in 23 quarters since.
  • Fort Sheridan Advisors's Eli Lilly position peaked at $5.46M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Fort Sheridan Advisors's 13F filing for Q1 2026, filed 6 May 2026.