Investor's Fiduciary Advisor Network’s Eli Lilly LLY Stock Holding History

Investor's Fiduciary Advisor Network’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	$1.63M	Sell	1,777 -33	-2%	-$33.5K	0.5%	54
2025 Q4	$1.95M	Sell	1,810 -420	-19%	-$402K	0.42%	55
2025 Q3	$1.7M	Hold	2,230	–	–	0.58%	41
2025 Q2	$1.74M	Buy	+2,230	New	+$1.73M	0.65%	38
2025 Q1	–	Sell	-3,216	Closed	-$2.48M	–	185
2024 Q4	$2.48M	Buy	+3,216	New	+$2.66M	0.95%	25

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

Investor's Fiduciary Advisor Network's LLY Position: Q1 2026 in Review

Investor's Fiduciary Advisor Network reduced its Eli Lilly (LLY) stake by 1.8% in Q1 2026, selling an estimated $33.5K and leaving 1,777 shares worth $1.63M. The position accounts for 0.5% of the portfolio, ranked #54.

Investor's Fiduciary Advisor Network first reported a position in LLY in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.48M in Q4 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Investor's Fiduciary Advisor Network held 1,777 shares of Eli Lilly worth $1.63M as of Q1 2026.
Investor's Fiduciary Advisor Network sold 33 Eli Lilly shares in Q1 2026, an estimated $33.5K.
Eli Lilly made up 0.5% of Investor's Fiduciary Advisor Network's portfolio in Q1 2026, its #54 holding.
Investor's Fiduciary Advisor Network first reported a position in Eli Lilly in Q4 2024 and has held it in 5 quarters since.
Investor's Fiduciary Advisor Network's Eli Lilly position peaked at $2.48M in Q4 2024.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q1 2026, filed 12 May 2026.