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Fund Evaluation Group’s Eli Lilly LLY Stock Holding History

Fund Evaluation Group’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
-393
Closed -$422K – 74
2025
Q4 		$422K Buy
+393
New +$376K 0.01% 54
2024
Q2 		– Sell
-353
Closed -$275K – 37
2024
Q1 		$275K Buy
+353
New +$251K 0.02% 36

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fund Evaluation Group's LLY Position: Q1 2026 in Review

Fund Evaluation Group sold out of Eli Lilly (LLY) in Q1 2026, closing a stake of 393 shares — an estimated $422K sold.

Fund Evaluation Group first reported a position in LLY in Q1 2024 and held it in 2 quarters. The position peaked at $422K in Q4 2025. 4,380 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Fund Evaluation Group reported no remaining Eli Lilly position as of Q1 2026 after selling out during the quarter.
  • Fund Evaluation Group sold 393 Eli Lilly shares in Q1 2026, an estimated $422K.
  • Fund Evaluation Group first reported a position in Eli Lilly in Q1 2024 and held it in 2 quarters.
  • Fund Evaluation Group's Eli Lilly position peaked at $422K in Q4 2025.
  • 4,380 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Fund Evaluation Group's 13F filing for Q1 2026, filed 8 May 2026.