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Fortress Private Ledger’s Eli Lilly LLY Stock Holding History

Fortress Private Ledger’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 		$3.99M Buy
4,334
+658
+18% +$667K 1.25% 13
2025
Q4 		$3.95M Buy
3,676
+651
+22% +$622K 1.3% 12
2025
Q3 		$2.31M Buy
3,025
+170
+6% +$127K 0.84% 19
2025
Q2 		$2.23M Buy
2,855
+30
+1% +$23.3K 1.01% 17
2025
Q1 		$2.33M Buy
2,825
+96
+4% +$79.9K 1.3% 13
2024
Q4 		$2.11M Buy
+2,729
New +$2.26M 1.29% 13

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

Fortress Private Ledger's LLY Position: Q1 2026 in Review

Fortress Private Ledger increased its Eli Lilly (LLY) stake by 18% in Q1 2026, buying an estimated $667K and bringing the position to 4,334 shares worth $3.99M. The position accounts for 1.25% of the portfolio, ranked #13.

Fortress Private Ledger first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Fortress Private Ledger held 4,334 shares of Eli Lilly worth $3.99M as of Q1 2026.
  • Fortress Private Ledger bought 658 Eli Lilly shares in Q1 2026, an estimated $667K.
  • Eli Lilly made up 1.25% of Fortress Private Ledger's portfolio in Q1 2026, its #13 holding.
  • Fortress Private Ledger first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Fortress Private Ledger's 13F filing for Q1 2026, filed 13 May 2026.