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IQ EQ Fund Management’s Eli Lilly LLY Stock Holding History

IQ EQ Fund Management’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 		$837K Buy
910
+711
+357% +$721K 0.06% 223
2025
Q4 		$214K Sell
199
-73
-27% -$69.8K 0.01% 283
2025
Q3 		$208K Sell
272
-14
-5% -$10.4K 0.01% 303
2025
Q2 		$223K Hold
286
– – 0.02% 287
2025
Q1 		$236K Sell
286
-19
-6% -$15.8K 0.03% 274
2024
Q4 		$235K Hold
305
– – 0.03% 267
2024
Q3 		$270K Buy
305
+14
+5% +$12.6K 0.03% 291
2024
Q2 		$263K Sell
291
-14
-5% -$11.2K 0.03% 277
2024
Q1 		$237K Sell
305
-59
-16% -$42K 0.03% 273
2023
Q4 		$212K Buy
+364
New +$212K 0.03% 271
2023
Q3 		– Sell
-464
Closed -$218K – 253
2023
Q2 		$218K Buy
+464
New +$195K 0.04% 230
2022
Q1 		– Sell
-774
Closed -$214K – 222
2021
Q4 		$214K Sell
774
-1,970
-72% -$499K 0.03% 203
2021
Q3 		$634K Hold
2,744
– – 0.1% 172
2021
Q2 		$630K Sell
2,744
-356
-11% -$71.5K 0.1% 171
2021
Q1 		$579K Hold
3,100
– – 0.1% 173
2020
Q4 		$523K Sell
3,100
-629
-17% -$93.9K 0.12% 153
2020
Q3 		$552K Hold
3,729
– – 0.17% 125
2020
Q2 		$612K Sell
3,729
-862
-19% -$132K 0.21% 87
2020
Q1 		$637K Hold
4,591
– – 0.26% 83
2019
Q4 		$603K Sell
4,591
-903
-16% -$105K 0.19% 97
2019
Q3 		$614K Hold
5,494
– – 0.2% 98
2019
Q2 		$609K Buy
+5,494
New +$647K 0.2% 105
2015
Q4 		– Sell
-24,257
Closed -$2.2M – 93
2015
Q3 		$2.2M Buy
24,257
+2,037
+9% +$172K 0.36% 53
2015
Q2 		$2.02M Sell
22,220
-2,364
-10% -$180K 0.29% 56
2015
Q1 		$2.01M Buy
+24,584
New +$1.75M 0.27% 57

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

IQ EQ Fund Management's LLY Position: Q1 2026 in Review

IQ EQ Fund Management increased its Eli Lilly (LLY) stake by 357% in Q1 2026, buying an estimated $721K and bringing the position to 910 shares worth $837K. The position accounts for 0.06% of the portfolio, ranked #223.

IQ EQ Fund Management first reported a position in LLY in Q1 2015 and has held it in 25 quarters since. The position peaked at $2.2M in Q3 2015. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • IQ EQ Fund Management held 910 shares of Eli Lilly worth $837K as of Q1 2026.
  • IQ EQ Fund Management bought 711 Eli Lilly shares in Q1 2026, an estimated $721K.
  • Eli Lilly made up 0.06% of IQ EQ Fund Management's portfolio in Q1 2026, its #223 holding.
  • IQ EQ Fund Management first reported a position in Eli Lilly in Q1 2015 and has held it in 25 quarters since.
  • IQ EQ Fund Management's Eli Lilly position peaked at $2.2M in Q3 2015.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on IQ EQ Fund Management's 13F filing for Q1 2026, filed 11 May 2026.