Ironwood Investment Counsel’s Eli Lilly LLY Stock Holding History

Ironwood Investment Counsel’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	$3.09M	Sell	3,355 -16	-0.5%	-$16.2K	0.44%	66
2025 Q4	$3.62M	Sell	3,371 -86	-2%	-$82.2K	0.51%	56
2025 Q3	$2.64M	Sell	3,457 -85	-2%	-$63.3K	0.38%	69
2025 Q2	$2.76M	Sell	3,542 -23	-0.6%	-$17.9K	0.43%	61
2025 Q1	$2.94M	Buy	3,565 +88	+3%	+$73.2K	0.51%	56
2024 Q4	$2.68M	Buy	3,477 +5	+0.1%	+$4.14K	0.46%	60
2024 Q3	$3.08M	Sell	3,472 -8	-0.2%	-$7.19K	0.51%	57
2024 Q2	$3.15M	Buy	3,480 +52	+2%	+$41.6K	0.56%	56
2024 Q1	$2.67M	Buy	3,428 +1	+0%	+$712	0.47%	61
2023 Q4	$2M	Buy	3,427 +172	+5%	+$100K	0.37%	71
2023 Q3	$34.3K	Buy	3,255 +8	+0.2%	+$4.12K	0.01%	243
2023 Q2	$1.52M	Sell	3,247 -39	-1%	-$16.4K	0.34%	72
2023 Q1	$1.13M	Sell	3,286 -248	-7%	-$83.6K	0.27%	87
2022 Q4	$1.29M	Sell	3,534 -5	-0.1%	-$1.77K	0.31%	83
2022 Q3	$1.14M	Buy	3,539 +151	+4%	+$47.8K	0.33%	78
2022 Q2	$1.1M	Sell	3,388 -103	-3%	-$30.9K	0.31%	80
2022 Q1	$999K	Sell	3,491 -75	-2%	-$19.3K	0.25%	91
2021 Q4	$985K	Hold	3,566	–	–	0.22%	90
2021 Q3	$823K	Buy	3,566 +200	+6%	+$49.4K	0.21%	88
2021 Q2	$772K	Sell	3,366 -100	-3%	-$20.1K	0.21%	91
2021 Q1	$647K	Sell	3,466 -139	-4%	-$27.2K	0.19%	102
2020 Q4	$608K	Buy	3,605 +1,182	+49%	+$176K	0.14%	117
2020 Q3	$358K	Buy	2,423 +35	+1%	+$5.42K	0.1%	139
2020 Q2	$392K	Buy	2,388 +26	+1%	+$3.99K	0.12%	125
2020 Q1	$327K	Hold	2,362	–	–	0.13%	118
2019 Q4	$310K	Buy	2,362 +162	+7%	+$18.8K	0.11%	132
2019 Q3	$246K	Hold	2,200	–	–	0.09%	149
2019 Q2	$243K	Hold	2,200	–	–	0.09%	145
2019 Q1	$285K	Hold	2,200	–	–	0.11%	125
2018 Q4	$254K	Hold	2,200	–	–	0.11%	125
2018 Q3	$236K	Buy	+2,200	New	+$220K	0.09%	140
2017 Q3	–	Sell	-7,300	Closed	-$601K	–	158
2017 Q2	$601K	Buy	7,300 +100	+1%	+$8.16K	0.23%	89
2017 Q1	$605K	Hold	7,200	–	–	0.25%	81
2016 Q4	$530K	Hold	7,200	–	–	0.24%	83
2016 Q3	$578K	Hold	7,200	–	–	0.27%	79
2016 Q2	$567K	Sell	7,200 -90	-1%	-$6.78K	0.33%	75
2016 Q1	$524K	Buy	7,290 +90	+1%	+$6.81K	0.27%	80
2015 Q4	$607K	Hold	7,200	–	–	0.35%	74
2015 Q3	$602K	Hold	7,200	–	–	0.33%	76
2015 Q2	$601K	Sell	7,200 -3	-0%	-$229	0.31%	78
2015 Q1	$523K	Buy	7,203 +3	+0%	+$214	0.27%	82
2014 Q4	$497K	Hold	7,200	–	–	0.25%	88
2014 Q3	$467K	Hold	7,200	–	–	0.25%	86
2014 Q2	$448K	Hold	7,200	–	–	0.23%	88
2014 Q1	$424K	Sell	7,200 -320	-4%	-$17.9K	0.23%	90
2013 Q4	$384K	Sell	7,520 -2,830	-27%	-$142K	0.22%	96
2013 Q3	$521K	Buy	10,350 +3,250	+46%	+$170K	0.34%	71
2013 Q2	$349K	Buy	+7,100	New	+$386K	0.23%	81

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

Ironwood Investment Counsel's LLY Position: Q1 2026 in Review

Ironwood Investment Counsel reduced its Eli Lilly (LLY) stake by 0.47% in Q1 2026, selling an estimated $16.2K and leaving 3,355 shares worth $3.09M. The position accounts for 0.44% of the portfolio, ranked #66.

Ironwood Investment Counsel first reported a position in LLY in Q2 2013 and has held it in 48 quarters since. The position peaked at $3.62M in Q4 2025. 4,356 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Ironwood Investment Counsel held 3,355 shares of Eli Lilly worth $3.09M as of Q1 2026.
Ironwood Investment Counsel sold 16 Eli Lilly shares in Q1 2026, an estimated $16.2K.
Eli Lilly made up 0.44% of Ironwood Investment Counsel's portfolio in Q1 2026, its #66 holding.
Ironwood Investment Counsel first reported a position in Eli Lilly in Q2 2013 and has held it in 48 quarters since.
Ironwood Investment Counsel's Eli Lilly position peaked at $3.62M in Q4 2025.
4,356 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Ironwood Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.