Harvest Portfolios Group’s Eli Lilly LLY Stock Holding History

Harvest Portfolios Group’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	$254M	Buy	276,358 +28,969	+12%	+$29.4M	4.19%	2
2025 Q4	$266M	Sell	247,389 -31,935	-11%	-$30.5M	4.62%	3
2025 Q3	$213M	Buy	279,324 +117,457	+73%	+$87.4M	3.93%	5
2025 Q2	$126M	Buy	161,867 +35,712	+28%	+$27.8M	2.93%	5
2025 Q1	$104M	Buy	126,155 +3,263	+3%	+$2.72M	3.08%	3
2024 Q4	$94.9M	Buy	122,892 +36,587	+42%	+$30.3M	3.16%	3
2024 Q3	$76.5M	Buy	86,305 +20,146	+30%	+$18.1M	2.54%	3
2024 Q2	$59.9M	Sell	66,159 -908	-1%	-$726K	2.29%	4
2024 Q1	$52.2M	Sell	67,067 -26,289	-28%	-$18.7M	2.04%	18
2023 Q4	$54.4M	Sell	93,356 -2,600	-3%	-$1.52M	2.31%	12
2023 Q3	$51.5M	Sell	95,956 -16,719	-15%	-$8.62M	2.43%	11
2023 Q2	$52.8M	Sell	112,675 -44,842	-28%	-$18.8M	2.42%	8
2023 Q1	$54.1M	Buy	157,517 +30,969	+24%	+$10.4M	2.65%	3
2022 Q4	$46.3M	Buy	+126,548	New	+$44.9M	2.66%	15

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

Harvest Portfolios Group's LLY Position: Q1 2026 in Review

Harvest Portfolios Group increased its Eli Lilly (LLY) stake by 12% in Q1 2026, buying an estimated $29.4M and bringing the position to 276,358 shares worth $254M. The position accounts for 4.19% of the portfolio, ranked #2.

Harvest Portfolios Group first reported a position in LLY in Q4 2022 and has held it in 14 quarters since. The position peaked at $266M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Harvest Portfolios Group held 276,358 shares of Eli Lilly worth $254M as of Q1 2026.
Harvest Portfolios Group bought 28,969 Eli Lilly shares in Q1 2026, an estimated $29.4M.
Eli Lilly made up 4.19% of Harvest Portfolios Group's portfolio in Q1 2026, its #2 holding.
Harvest Portfolios Group first reported a position in Eli Lilly in Q4 2022 and has held it in 14 quarters since.
Harvest Portfolios Group's Eli Lilly position peaked at $266M in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Harvest Portfolios Group's 13F filing for Q1 2026, filed 14 May 2026.