InceptionR’s Eli Lilly LLY Stock Holding History

InceptionR’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	$471K	Sell	512 -675	-57%	-$684K	0.11%	332
2025 Q4	$1.28M	Sell	1,187 -67	-5%	-$64.1K	0.35%	55
2025 Q3	$957K	Buy	1,254 +826	+193%	+$615K	0.23%	138
2025 Q2	$334K	Sell	428 -1,023	-71%	-$795K	0.08%	422
2025 Q1	$1.2M	Buy	1,451 +536	+59%	+$446K	0.36%	70
2024 Q4	$706K	Buy	915 +130	+17%	+$108K	0.16%	252
2024 Q3	$695K	Buy	+785	New	+$706K	0.17%	235
2023 Q2	–	Sell	-3,529	Closed	-$1.21M	–	540
2023 Q1	$1.21M	Buy	+3,529	New	+$1.19M	0.39%	63

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

InceptionR's LLY Position: Q1 2026 in Review

InceptionR reduced its Eli Lilly (LLY) stake by 57% in Q1 2026, selling an estimated $684K and leaving 512 shares worth $471K. The position accounts for 0.11% of the portfolio, ranked #332.

InceptionR first reported a position in LLY in Q1 2023 and has held it in 8 quarters since. The position peaked at $1.28M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

InceptionR held 512 shares of Eli Lilly worth $471K as of Q1 2026.
InceptionR sold 675 Eli Lilly shares in Q1 2026, an estimated $684K.
Eli Lilly made up 0.11% of InceptionR's portfolio in Q1 2026, its #332 holding.
InceptionR first reported a position in Eli Lilly in Q1 2023 and has held it in 8 quarters since.
InceptionR's Eli Lilly position peaked at $1.28M in Q4 2025.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.