GCA
LLY icon

Gradient Capital Advisors’s Eli Lilly LLY Stock Holding History

Gradient Capital Advisors’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
-238
Closed -$256K – 180
2025
Q4 		$256K Buy
+238
New +$228K 0.07% 150

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

Gradient Capital Advisors's LLY Position: Q1 2026 in Review

Gradient Capital Advisors sold out of Eli Lilly (LLY) in Q1 2026, closing a stake of 238 shares — an estimated $256K sold.

Gradient Capital Advisors first reported a position in LLY in Q4 2025 and held it in 1 quarter. The position peaked at $256K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Gradient Capital Advisors reported no remaining Eli Lilly position as of Q1 2026 after selling out during the quarter.
  • Gradient Capital Advisors sold 238 Eli Lilly shares in Q1 2026, an estimated $256K.
  • Gradient Capital Advisors first reported a position in Eli Lilly in Q4 2025 and held it in 1 quarter.
  • Gradient Capital Advisors's Eli Lilly position peaked at $256K in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Gradient Capital Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.