Frank Rimerman Advisors’s Eli Lilly LLY Stock Holding History

Frank Rimerman 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	$9.5M	Sell	10,334 -458	-4%	-$464K	0.62%	23
2025 Q4	$11.6M	Buy	10,792 +2,295	+27%	+$2.19M	0.74%	17
2025 Q3	$6.48M	Buy	8,497 +390	+5%	+$290K	0.42%	35
2025 Q2	$6.32M	Sell	8,107 -800	-9%	-$622K	0.42%	34
2025 Q1	$7.36M	Buy	8,907 +202	+2%	+$168K	0.58%	23
2024 Q4	$6.72M	Sell	8,705 -5,744	-40%	-$4.76M	0.49%	27
2024 Q3	$12.8M	Buy	14,449 +695	+5%	+$625K	0.91%	17
2024 Q2	$12.5M	Buy	13,754 +13,690	+21,391%	+$11M	0.88%	17
2024 Q1	$49.8K	Hold	64	–	–	0.01%	126
2023 Q4	$37.3K	Buy	+64	New	+$37.4K	0.01%	128

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

Frank Rimerman Advisors's LLY Position: Q1 2026 in Review

Frank Rimerman Advisors reduced its Eli Lilly (LLY) stake by 4.2% in Q1 2026, selling an estimated $464K and leaving 10,334 shares worth $9.5M. The position accounts for 0.62% of the portfolio, ranked #23.

Frank Rimerman Advisors first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $12.8M in Q3 2024. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Frank Rimerman Advisors held 10,334 shares of Eli Lilly worth $9.5M as of Q1 2026.
Frank Rimerman Advisors sold 458 Eli Lilly shares in Q1 2026, an estimated $464K.
Eli Lilly made up 0.62% of Frank Rimerman Advisors's portfolio in Q1 2026, its #23 holding.
Frank Rimerman Advisors first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
Frank Rimerman Advisors's Eli Lilly position peaked at $12.8M in Q3 2024.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.