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Horizon Investments’s Eli Lilly LLY Stock Holding History

Horizon 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 		$49.1M Sell
53,382
-1,827
-3% -$1.85M 0.55% 34
2025
Q4 		$59.3M Buy
55,209
+23,285
+73% +$22.3M 0.75% 20
2025
Q3 		$24.4M Buy
31,924
+5,801
+22% +$4.32M 0.32% 58
2025
Q2 		$20.4M Buy
26,123
+16,632
+175% +$12.9M 0.32% 52
2025
Q1 		$7.84M Buy
9,491
+559
+6% +$465K 0.23% 54
2024
Q4 		$6.9M Buy
8,932
+3,497
+64% +$2.9M 0.2% 57
2024
Q3 		$4.82M Buy
5,435
+2,345
+76% +$2.11M 0.13% 77
2024
Q2 		$2.8M Sell
3,090
-7,835
-72% -$6.27M 0.08% 129
2024
Q1 		$8.48M Buy
10,925
+650
+6% +$463K 0.22% 59
2023
Q4 		$5.98M Buy
10,275
+2,059
+25% +$1.2M 0.17% 69
2023
Q3 		$4.4M Buy
8,216
+366
+5% +$189K 0.13% 75
2023
Q2 		$3.67M Buy
7,850
+1,637
+26% +$687K 0.11% 79
2023
Q1 		$2.13M Sell
6,213
-4,056
-39% -$1.37M 0.06% 116
2022
Q4 		$3.75M Buy
10,269
+5,397
+111% +$1.91M 0.11% 90
2022
Q3 		$1.57M Sell
4,872
-11,329
-70% -$3.59M 0.05% 134
2022
Q2 		$5.24M Sell
16,201
-2,849
-15% -$855K 0.17% 61
2022
Q1 		$5.44M Buy
19,050
+313
+2% +$80.6K 0.15% 72
2021
Q4 		$5.15M Buy
18,737
+1,498
+9% +$380K 0.15% 74
2021
Q3 		$3.97M Buy
17,239
+3,958
+30% +$977K 0.1% 94
2021
Q2 		$3.04M Sell
13,281
-1
-0% -$201 0.09% 110
2021
Q1 		$2.48M Buy
+13,282
New +$2.6M 0.09% 100
2020
Q4 		– Sell
-18,337
Closed -$2.7M – 262
2020
Q3 		$2.7M Buy
18,337
+2,487
+16% +$385K 0.1% 102
2020
Q2 		$2.59M Buy
15,850
+6,721
+74% +$1.03M 0.06% 136
2020
Q1 		$1.26M Buy
9,129
+2,143
+31% +$294K 0.06% 116
2019
Q4 		$918K Buy
6,986
+2,651
+61% +$307K 0.04% 178
2019
Q3 		$482K Sell
4,335
-2,031
-32% -$226K 0.02% 165
2019
Q2 		$705K Buy
6,366
+2,580
+68% +$304K 0.02% 198
2019
Q1 		$489K Buy
+3,786
New +$460K 0.02% 204
2018
Q3 		– Sell
-12,632
Closed -$1.08M – 279
2018
Q2 		$1.08M Buy
+12,632
New +$1.04M 0.05% 123
2018
Q1 		– Sell
-13,519
Closed -$1.08M – 219
2017
Q4 		$1.08M Buy
+13,519
New +$1.15M 0.07% 100
2017
Q1 		– Sell
-11,581
Closed -$852K – 184
2016
Q4 		$852K Buy
+11,581
New +$862K 0.06% 68
2016
Q3 		– Sell
-6,957
Closed -$548K – 141
2016
Q2 		$548K Buy
+6,957
New +$524K 0.04% 78
2015
Q1 		– Sell
-42,763
Closed -$2.95M – 126
2014
Q4 		$2.95M Buy
42,763
+2,188
+5% +$148K 0.3% 32
2014
Q3 		$2.63M Buy
40,575
+4,909
+14% +$311K 0.27% 30
2014
Q2 		$2.22M Buy
35,666
+5,321
+18% +$317K 0.27% 41
2014
Q1 		$1.79M Buy
30,345
+2,271
+8% +$127K 0.23% 40
2013
Q4 		$1.43M Buy
28,074
+8,635
+44% +$432K 0.22% 26
2013
Q3 		$978K Buy
+19,439
New +$1.02M 0.23% 30

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

Horizon Investments's LLY Position: Q1 2026 in Review

Horizon Investments reduced its Eli Lilly (LLY) stake by 3.3% in Q1 2026, selling an estimated $1.85M and leaving 53,382 shares worth $49.1M. The position accounts for 0.55% of the portfolio, ranked #34.

Horizon Investments first reported a position in LLY in Q3 2013 and has held it in 38 quarters since. The position peaked at $59.3M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Horizon Investments held 53,382 shares of Eli Lilly worth $49.1M as of Q1 2026.
  • Horizon Investments sold 1,827 Eli Lilly shares in Q1 2026, an estimated $1.85M.
  • Eli Lilly made up 0.55% of Horizon Investments's portfolio in Q1 2026, its #34 holding.
  • Horizon Investments first reported a position in Eli Lilly in Q3 2013 and has held it in 38 quarters since.
  • Horizon Investments's Eli Lilly position peaked at $59.3M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

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