JPMIA
LLY icon

J.P. Marvel Investment Advisors’s Eli Lilly LLY Stock Holding History

J.P. Marvel Investment Advisors’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 		$51.1M Sell
55,566
-49
-0.1% -$49.7K 7.25% 2
2025
Q4 		$59.8M Hold
55,615
– – 8.3% 2
2025
Q3 		$42.4M Sell
55,615
-110
-0.2% -$81.9K 6.17% 4
2025
Q2 		$43.4M Sell
55,725
-382
-0.7% -$297K 6.99% 2
2025
Q1 		$46.3M Buy
56,107
+104
+0.2% +$86.5K 8.02% 2
2024
Q4 		$43.2M Sell
56,003
-20
-0% -$16.6K 7.14% 3
2024
Q3 		$49.6M Buy
56,023
+155
+0.3% +$139K 8.1% 2
2024
Q2 		$50.6M Sell
55,868
-70
-0.1% -$56K 8.3% 2
2024
Q1 		$43.5M Sell
55,938
-133
-0.2% -$94.7K 7.53% 2
2023
Q4 		$32.7M Sell
56,071
-284
-0.5% -$166K 6.47% 3
2023
Q3 		$30.3M Sell
56,355
-25
-0% -$12.9K 6.52% 3
2023
Q2 		$26.4M Sell
56,380
-60
-0.1% -$25.2K 5.52% 3
2023
Q1 		$19.4M Sell
56,440
-733
-1% -$247K 4.37% 5
2022
Q4 		$20.9M Sell
57,173
-32
-0.1% -$11.3K 4.91% 3
2022
Q3 		$18.5M Sell
57,205
-275
-0.5% -$87.1K 4.71% 4
2022
Q2 		$18.6M Sell
57,480
-35
-0.1% -$10.5K 4.48% 4
2022
Q1 		$16.5M Sell
57,515
-60
-0.1% -$15.4K 3.35% 7
2021
Q4 		$15.9M Buy
57,575
+185
+0.3% +$46.9K 3.11% 8
2021
Q3 		$13.3M Buy
57,390
+212
+0.4% +$52.3K 3.99% 8
2021
Q2 		$13.1M Sell
57,178
-50
-0.1% -$10K 2.79% 10
2021
Q1 		$10.7M Sell
57,228
-15
-0% -$2.93K 2.53% 14
2020
Q4 		$9.66M Hold
57,243
– – 2.5% 11
2020
Q3 		$8.47M Hold
57,243
– – 2.44% 13
2020
Q2 		$9.4M Sell
57,243
-171
-0.3% -$26.2K 2.97% 10
2020
Q1 		$7.96M Buy
57,414
+260
+0.5% +$35.7K 3.02% 12
2019
Q4 		$7.51M Hold
57,154
– – 2.17% 16
2019
Q3 		$6.39M Buy
+57,154
New +$6.36M 2.05% 15
2019
Q1 		$7.46M Hold
57,468
– – 2.42% 15
2018
Q4 		$6.65M Buy
+57,468
New +$6.42M 2.4% 17
2018
Q2 		$4.91M Sell
57,478
-70
-0.1% -$5.75K 1.5% 25
2018
Q1 		$4.45M Sell
57,548
-753
-1% -$60.6K 1.37% 30
2017
Q4 		$4.92M Sell
58,301
-354
-0.6% -$30.1K 1.5% 27
2017
Q3 		$5.02M Buy
58,655
+1,745
+3% +$143K 1.6% 24
2017
Q2 		$4.68M Hold
56,910
– – 1.55% 27
2017
Q1 		$4.79M Buy
56,910
+166
+0.3% +$13.3K 1.58% 26
2016
Q4 		$4.17M Hold
56,744
– – 1.43% 30
2016
Q3 		$4.55M Sell
56,744
-2,100
-4% -$168K 1.62% 26
2016
Q2 		$4.63M Sell
58,844
-542
-0.9% -$40.8K 1.62% 27
2016
Q1 		$4.28M Sell
59,386
-147
-0.2% -$11.1K 1.54% 28
2015
Q4 		$5.02M Buy
+59,533
New +$4.94M 1.75% 22
2015
Q2 		$5.02M Sell
60,123
-80
-0.1% -$6.1K 1.69% 25
2015
Q1 		$4.37M Sell
60,203
-50
-0.1% -$3.56K 1.49% 28
2014
Q4 		$4.16M Buy
60,253
+800
+1% +$54K 1.45% 31
2014
Q3 		$3.86M Sell
59,453
-407
-0.7% -$25.8K 1.4% 32
2014
Q2 		$3.72M Buy
59,860
+520
+0.9% +$31K 1.27% 35
2014
Q1 		$3.49M Buy
59,340
+1,930
+3% +$108K 1.23% 36
2013
Q4 		$2.93M Buy
57,410
+1,550
+3% +$77.6K 1.05% 42
2013
Q3 		$2.81M Sell
55,860
-10
-0% -$524 1.09% 43
2013
Q2 		$2.74M Buy
+55,870
New +$3.04M 1.14% 41

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

J.P. Marvel Investment Advisors's LLY Position: Q1 2026 in Review

J.P. Marvel Investment Advisors reduced its Eli Lilly (LLY) stake by 0.09% in Q1 2026, selling an estimated $49.7K and leaving 55,566 shares worth $51.1M. The position accounts for 7.25% of the portfolio, ranked #2.

J.P. Marvel Investment Advisors first reported a position in LLY in Q2 2013 and has held it in 49 quarters since. The position peaked at $59.8M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • J.P. Marvel Investment Advisors held 55,566 shares of Eli Lilly worth $51.1M as of Q1 2026.
  • J.P. Marvel Investment Advisors sold 49 Eli Lilly shares in Q1 2026, an estimated $49.7K.
  • Eli Lilly made up 7.25% of J.P. Marvel Investment Advisors's portfolio in Q1 2026, its #2 holding.
  • J.P. Marvel Investment Advisors first reported a position in Eli Lilly in Q2 2013 and has held it in 49 quarters since.
  • J.P. Marvel Investment Advisors's Eli Lilly position peaked at $59.8M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on J.P. Marvel Investment Advisors's 13F filing for Q1 2026, filed 6 May 2026.