IFO
LLY icon

Independent Family Office’s Eli Lilly LLY Stock Holding History

Independent Family Office’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 		$506K Buy
550
+50
+10% +$50.7K 0.21% 58
2025
Q4 		$537K Hold
500
– – 0.22% 54
2025
Q3 		$382K Hold
500
– – 0.16% 59
2025
Q2 		$390K Buy
+500
New +$389K 0.18% 58

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

Independent Family Office's LLY Position: Q1 2026 in Review

Independent Family Office increased its Eli Lilly (LLY) stake by 10% in Q1 2026, buying an estimated $50.7K and bringing the position to 550 shares worth $506K. The position accounts for 0.21% of the portfolio, ranked #58.

Independent Family Office first reported a position in LLY in Q2 2025 and has held it in 4 quarters since. The position peaked at $537K in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Independent Family Office held 550 shares of Eli Lilly worth $506K as of Q1 2026.
  • Independent Family Office bought 50 Eli Lilly shares in Q1 2026, an estimated $50.7K.
  • Eli Lilly made up 0.21% of Independent Family Office's portfolio in Q1 2026, its #58 holding.
  • Independent Family Office first reported a position in Eli Lilly in Q2 2025 and has held it in 4 quarters since.
  • Independent Family Office's Eli Lilly position peaked at $537K in Q4 2025.
  • 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Independent Family Office's 13F filing for Q1 2026, filed 15 May 2026.