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Generate Investment Management’s Eli Lilly LLY Stock Holding History

Generate 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 		$25M Sell
27,197
-20,198
-43% -$20.5M 1.23% 21
2025
Q4 		$50.9M Sell
47,395
-34,418
-42% -$32.9M 2.32% 9
2025
Q3 		$62.4M Buy
81,813
+15,352
+23% +$11.4M 3.17% 7
2025
Q2 		$51.8M Buy
66,461
+42,083
+173% +$32.7M 2.87% 7
2025
Q1 		$20.1M Sell
24,378
-7,336
-23% -$6.1M 1.41% 25
2024
Q4 		$24.5M Buy
31,714
+16,082
+103% +$13.3M 1.71% 16
2024
Q3 		$13.8M Sell
15,632
-12,496
-44% -$11.2M 0.93% 41
2024
Q2 		$25.5M Sell
28,128
-3,187
-10% -$2.55M 1.5% 18
2024
Q1 		$24.4M Sell
31,315
-7,984
-20% -$5.68M 1.77% 17
2023
Q4 		$22.9M Buy
+39,299
New +$22.9M 1.98% 14

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

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

Generate Investment Management reduced its Eli Lilly (LLY) stake by 43% in Q1 2026, selling an estimated $20.5M and leaving 27,197 shares worth $25M. The position accounts for 1.23% of the portfolio, ranked #21.

Generate Investment Management first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $62.4M in Q3 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Generate Investment Management held 27,197 shares of Eli Lilly worth $25M as of Q1 2026.
  • Generate Investment Management sold 20,198 Eli Lilly shares in Q1 2026, an estimated $20.5M.
  • Eli Lilly made up 1.23% of Generate Investment Management's portfolio in Q1 2026, its #21 holding.
  • Generate Investment Management first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
  • Generate Investment Management's Eli Lilly position peaked at $62.4M in Q3 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Generate Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.