Freestone Grove Partners’s Eli Lilly LLY Stock Holding History

Freestone Grove Partners’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	–	Sell	-53,593	Closed	-$57.6M	–	1097
2025 Q4	$57.6M	Buy	53,593 +34,078	+175%	+$32.6M	0.42%	62
2025 Q3	$14.9M	Sell	19,515 -9,113	-32%	-$6.78M	0.11%	250
2025 Q2	$22.3M	Buy	+28,628	New	+$22.2M	0.17%	187
2025 Q1	–	Sell	-1,469	Closed	-$1.13M	–	702
2024 Q4	$1.13M	Buy	+1,469	New	+$1.22M	0.01%	295

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

Freestone Grove Partners's LLY Position: Q1 2026 in Review

Freestone Grove Partners sold out of Eli Lilly (LLY) in Q1 2026, closing a stake of 53,593 shares — an estimated $57.6M sold.

Freestone Grove Partners first reported a position in LLY in Q4 2024 and held it in 4 quarters. The position peaked at $57.6M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Freestone Grove Partners reported no remaining Eli Lilly position as of Q1 2026 after selling out during the quarter.
Freestone Grove Partners sold 53,593 Eli Lilly shares in Q1 2026, an estimated $57.6M.
Freestone Grove Partners first reported a position in Eli Lilly in Q4 2024 and held it in 4 quarters.
Freestone Grove Partners's Eli Lilly position peaked at $57.6M in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.