Harvest Investment Services’s Eli Lilly LLY Stock Holding History

Harvest Investment Services’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	$2.24M	Sell	2,434 -165	-6%	-$167K	0.41%	65
2025 Q4	$2.79M	Buy	2,599 +326	+14%	+$312K	0.53%	57
2025 Q3	$1.73M	Sell	2,273 -72	-3%	-$53.6K	0.35%	87
2025 Q2	$1.83M	Sell	2,345 -103	-4%	-$80K	0.41%	63
2025 Q1	$2.02M	Sell	2,448 -213	-8%	-$177K	0.56%	37
2024 Q4	$2.05M	Sell	2,661 -73	-3%	-$60.4K	0.5%	58
2024 Q3	$2.42M	Sell	2,734 -160	-6%	-$144K	0.77%	35
2024 Q2	$2.62M	Sell	2,894 -581	-17%	-$465K	1.04%	27
2024 Q1	$2.7M	Sell	3,475 -308	-8%	-$219K	1.09%	23
2023 Q4	$2.21M	Sell	3,783 -32	-0.8%	-$18.7K	1.02%	22
2023 Q3	$2.05M	Buy	+3,815	New	+$1.97M	1.32%	18
2019 Q2	–	Sell	-2,048	Closed	-$264K	–	165
2019 Q1	$264K	Buy	2,048 +50	+3%	+$6.08K	0.15%	128
2018 Q4	$231K	Buy	+1,998	New	+$223K	0.21%	106

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

Harvest Investment Services's LLY Position: Q1 2026 in Review

Harvest Investment Services reduced its Eli Lilly (LLY) stake by 6.3% in Q1 2026, selling an estimated $167K and leaving 2,434 shares worth $2.24M. The position accounts for 0.41% of the portfolio, ranked #65.

Harvest Investment Services first reported a position in LLY in Q4 2018 and has held it in 13 quarters since. The position peaked at $2.79M in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Harvest Investment Services held 2,434 shares of Eli Lilly worth $2.24M as of Q1 2026.
Harvest Investment Services sold 165 Eli Lilly shares in Q1 2026, an estimated $167K.
Eli Lilly made up 0.41% of Harvest Investment Services's portfolio in Q1 2026, its #65 holding.
Harvest Investment Services first reported a position in Eli Lilly in Q4 2018 and has held it in 13 quarters since.
Harvest Investment Services's Eli Lilly position peaked at $2.79M in Q4 2025.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Harvest Investment Services's 13F filing for Q1 2026, filed 15 May 2026.