FIM
LLY icon

FWL Investment Management’s Eli Lilly LLY Stock Holding History

FWL Investment Management’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 		$1.19M Buy
1,289
+1,084
+529% +$1.1M 0.26% 52
2025
Q4 		$220K Buy
205
+42
+26% +$40.2K 0.05% 83
2025
Q3 		$124K Sell
163
-25
-13% -$18.6K 0.03% 103
2025
Q2 		$147K Buy
188
+42
+29% +$32.6K 0.04% 100
2025
Q1 		$121K Buy
146
+22
+18% +$18.3K 0.04% 100
2024
Q4 		$95.7K Hold
124
– – 0.03% 115
2024
Q3 		$110K Hold
124
– – 0.04% 92
2024
Q2 		$112K Sell
124
-30
-19% -$24K 0.06% 68
2024
Q1 		$120K Buy
154
+42
+38% +$29.9K 0.07% 66
2023
Q4 		$65.3K Buy
112
+25
+29% +$14.6K 0.04% 84
2023
Q3 		$46.7K Buy
+87
New +$44.8K 0.03% 93
2023
Q1 		– Sell
-9
Closed -$3.29K – 140
2022
Q4 		$3.29K Buy
+9
New +$3.19K ﹤0.01% 163

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

FWL Investment Management's LLY Position: Q1 2026 in Review

FWL Investment Management increased its Eli Lilly (LLY) stake by 529% in Q1 2026, buying an estimated $1.1M and bringing the position to 1,289 shares worth $1.19M. The position accounts for 0.26% of the portfolio, ranked #52.

FWL Investment Management first reported a position in LLY in Q4 2022 and has held it in 12 quarters since. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • FWL Investment Management held 1,289 shares of Eli Lilly worth $1.19M as of Q1 2026.
  • FWL Investment Management bought 1,084 Eli Lilly shares in Q1 2026, an estimated $1.1M.
  • Eli Lilly made up 0.26% of FWL Investment Management's portfolio in Q1 2026, its #52 holding.
  • FWL Investment Management first reported a position in Eli Lilly in Q4 2022 and has held it in 12 quarters since.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.