Guardian Partners’s Eli Lilly LLY Stock Holding History

Guardian Partners’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 Q3	$3.81M	Sell	3,295 -237	-7%	-$280K	0.34%	63
2026 Q2	$4.24M	Sell	3,532 -106	-3%	-$108K	0.38%	55
2026 Q1	$3.35M	Sell	3,638 -192	-5%	-$195K	0.28%	68
2025 Q4	$3.83M	Sell	3,830 -170	-4%	-$163K	0.31%	72
2025 Q3	$3.3M	Buy	4,000 +12	+0.3%	+$8.93K	0.28%	73
2025 Q2	$3.14M	Sell	3,988 -1,429	-26%	-$1.11M	0.28%	77
2025 Q1	$4.49M	Buy	5,417 +1,230	+29%	+$1.02M	0.46%	66
2024 Q4	$3.3M	Buy	+4,187	New	+$3.47M	0.34%	72

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Guardian Partners's LLY Position: Q3 2026 in Review

Guardian Partners reduced its Eli Lilly (LLY) stake by 6.7% in Q3 2026, selling an estimated $280K and leaving 3,295 shares worth $3.81M. The position accounts for 0.34% of the portfolio, ranked #63.

Guardian Partners first reported a position in LLY in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.49M in Q1 2025. 4,106 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

Guardian Partners held 3,295 shares of Eli Lilly worth $3.81M as of Q3 2026.
Guardian Partners sold 237 Eli Lilly shares in Q3 2026, an estimated $280K.
Eli Lilly made up 0.34% of Guardian Partners's portfolio in Q3 2026, its #63 holding.
Guardian Partners first reported a position in Eli Lilly in Q4 2024 and has held it in 8 quarters since.
Guardian Partners's Eli Lilly position peaked at $4.49M in Q1 2025.
4,106 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.