Garde Capital’s Eli Lilly LLY Stock Holding History

Garde Capital’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	$1.68M	Buy	1,830 +226	+14%	+$229K	0.1%	69
2025 Q4	$1.72M	Sell	1,604 -28	-2%	-$26.8K	0.1%	78
2025 Q3	$1.25M	Buy	1,632 +28	+2%	+$20.8K	0.06%	106
2025 Q2	$1.25M	Buy	1,604 +274	+21%	+$213K	0.07%	103
2025 Q1	$1.1M	Buy	1,330 +223	+20%	+$186K	0.06%	109
2024 Q4	$855K	Buy	1,107 +205	+23%	+$170K	0.06%	107
2024 Q3	$799K	Hold	902	–	–	0.05%	110
2024 Q2	$817K	Sell	902 -45	-5%	-$36K	0.06%	105
2024 Q1	$736K	Sell	947 -110	-10%	-$78.3K	0.05%	117
2023 Q4	$616K	Buy	1,057 +180	+21%	+$105K	0.05%	124
2023 Q3	$471K	Buy	877 +20	+2%	+$10.3K	0.04%	127
2023 Q2	$402K	Hold	857	–	–	0.03%	160
2023 Q1	$294K	Hold	857	–	–	0.03%	155
2022 Q4	$314K	Hold	857	–	–	0.04%	141
2022 Q3	$277K	Hold	857	–	–	0.04%	141
2022 Q2	$278K	Hold	857	–	–	0.03%	158
2022 Q1	$245K	Sell	857 -493	-37%	-$127K	0.03%	181
2021 Q4	$373K	Hold	1,350	–	–	0.04%	156
2021 Q3	$312K	Buy	1,350 +40	+3%	+$9.87K	0.03%	161
2021 Q2	$301K	Hold	1,310	–	–	0.03%	162
2021 Q1	$245K	Sell	1,310 -1,550	-54%	-$303K	0.03%	169
2020 Q4	$482K	Hold	2,860	–	–	0.06%	115
2020 Q3	$423K	Hold	2,860	–	–	0.06%	108
2020 Q2	$470K	Hold	2,860	–	–	0.07%	97
2020 Q1	$397K	Sell	2,860 -33	-1%	-$4.53K	0.07%	94
2019 Q4	$380K	Hold	2,893	–	–	0.06%	104
2019 Q3	$324K	Hold	2,893	–	–	0.05%	110
2019 Q2	$321K	Buy	2,893 +33	+1%	+$3.89K	0.05%	110
2019 Q1	$371K	Hold	2,860	–	–	0.06%	104
2018 Q4	$331K	Hold	2,860	–	–	0.06%	136
2018 Q3	$321K	Hold	2,860	–	–	0.05%	140
2018 Q2	$244K	Sell	2,860 -607	-18%	-$49.9K	0.04%	153
2018 Q1	$268K	Buy	+3,467	New	+$279K	0.05%	140
2017 Q4	–	Sell	-2,367	Closed	-$202K	–	173
2017 Q3	$202K	Buy	+2,367	New	+$194K	0.04%	167
2017 Q2	–	Sell	-2,550	Closed	-$214K	–	136
2017 Q1	$214K	Buy	+2,550	New	+$204K	0.06%	109
2016 Q4	–	Sell	-2,550	Closed	-$213K	–	144
2016 Q3	$213K	Hold	2,550	–	–	0.07%	133
2016 Q2	$201K	Buy	+2,550	New	+$192K	0.07%	105
2016 Q1	–	Sell	-2,550	Closed	-$215K	–	117
2015 Q4	$215K	Hold	2,550	–	–	0.08%	99
2015 Q3	$213K	Hold	2,550	–	–	0.07%	133
2015 Q2	$213K	Buy	+2,550	New	+$194K	0.06%	135
2015 Q1	–	Sell	-2,750	Closed	-$190K	–	148
2014 Q4	$190K	Buy	+2,750	New	+$186K	0.06%	136

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

Garde Capital's LLY Position: Q1 2026 in Review

Garde Capital increased its Eli Lilly (LLY) stake by 14% in Q1 2026, buying an estimated $229K and bringing the position to 1,830 shares worth $1.68M. The position accounts for 0.1% of the portfolio, ranked #69.

Garde Capital first reported a position in LLY in Q4 2014 and has held it in 41 quarters since. The position peaked at $1.72M in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Garde Capital held 1,830 shares of Eli Lilly worth $1.68M as of Q1 2026.
Garde Capital bought 226 Eli Lilly shares in Q1 2026, an estimated $229K.
Eli Lilly made up 0.1% of Garde Capital's portfolio in Q1 2026, its #69 holding.
Garde Capital first reported a position in Eli Lilly in Q4 2014 and has held it in 41 quarters since.
Garde Capital's Eli Lilly position peaked at $1.72M in Q4 2025.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Garde Capital's 13F filing for Q1 2026, filed 29 Apr 2026.