GLOBALT Investments’s Eli Lilly LLY Stock Holding History

GLOBALT Investments’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	$13.6M	Buy	14,815 +394	+3%	+$399K	0.49%	27
2025 Q4	$15.5M	Buy	14,421 +1,760	+14%	+$1.68M	0.57%	27
2025 Q3	$9.66M	Sell	12,661 -264	-2%	-$196K	0.35%	38
2025 Q2	$10.1M	Sell	12,925 -2,364	-15%	-$1.84M	0.39%	33
2025 Q1	$12.6M	Sell	15,289 -444	-3%	-$369K	0.52%	25
2024 Q4	$12.1M	Sell	15,733 -4,292	-21%	-$3.55M	0.47%	27
2024 Q3	$17.7M	Sell	20,025 -1,051	-5%	-$945K	0.66%	21
2024 Q2	$19.1M	Sell	21,076 -392	-2%	-$314K	0.76%	22
2024 Q1	$16.7M	Sell	21,468 -1,345	-6%	-$957K	0.66%	22
2023 Q4	$13.3M	Buy	+22,813	New	+$13.3M	0.55%	22

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

GLOBALT Investments's LLY Position: Q1 2026 in Review

GLOBALT Investments increased its Eli Lilly (LLY) stake by 2.7% in Q1 2026, buying an estimated $399K and bringing the position to 14,815 shares worth $13.6M. The position accounts for 0.49% of the portfolio, ranked #27.

GLOBALT Investments first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $19.1M in Q2 2024. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

GLOBALT Investments held 14,815 shares of Eli Lilly worth $13.6M as of Q1 2026.
GLOBALT Investments bought 394 Eli Lilly shares in Q1 2026, an estimated $399K.
Eli Lilly made up 0.49% of GLOBALT Investments's portfolio in Q1 2026, its #27 holding.
GLOBALT Investments first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
GLOBALT Investments's Eli Lilly position peaked at $19.1M in Q2 2024.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on GLOBALT Investments's 13F filing for Q1 2026, filed 15 May 2026.