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Jackson Grant Investment Advisers’s Eli Lilly LLY Stock Holding History

Jackson Grant Investment Advisers’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 		$2.36M Sell
2,567
-188
-7% -$191K 0.79% 27
2025
Q4 		$2.96M Sell
2,755
-56
-2% -$53.5K 0.98% 22
2025
Q3 		$2.15M Buy
2,811
+24
+0.9% +$17.9K 0.72% 26
2025
Q2 		$2.17M Sell
2,787
-6
-0.2% -$4.66K 0.8% 22
2025
Q1 		$2.31M Buy
2,793
+3
+0.1% +$2.5K 0.89% 22
2024
Q4 		$2.15M Sell
2,790
-9
-0.3% -$7.45K 0.83% 23
2024
Q3 		$2.48M Buy
2,799
+3
+0.1% +$2.7K 0.93% 21
2024
Q2 		$2.53M Sell
2,796
-206
-7% -$165K 1.02% 19
2024
Q1 		$2.34M Buy
3,002
+4
+0.1% +$2.85K 0.96% 20
2023
Q4 		$1.75M Buy
2,998
+4
+0.1% +$2.33K 0.77% 25
2023
Q3 		$1.61M Sell
2,994
-478
-14% -$246K 0.78% 26
2023
Q2 		$1.63M Sell
3,472
-235
-6% -$98.6K 0.76% 25
2023
Q1 		$1.27M Sell
3,707
-108
-3% -$36.4K 0.6% 31
2022
Q4 		$1.4M Buy
3,815
+5
+0.1% +$1.77K 0.67% 27
2022
Q3 		$1.23M Buy
3,810
+5
+0.1% +$1.58K 0.64% 27
2022
Q2 		$1.23M Buy
3,805
+5
+0.1% +$1.5K 0.61% 28
2022
Q1 		$1.09M Buy
3,800
+6
+0.2% +$1.54K 0.46% 37
2021
Q4 		$1.05M Buy
3,794
+10
+0.3% +$2.54K 0.53% 29
2021
Q3 		$874K Buy
3,784
+7
+0.2% +$1.73K 0.39% 38
2021
Q2 		$867K Buy
3,777
+13
+0.3% +$2.61K 0.38% 39
2021
Q1 		$703K Buy
3,764
+11
+0.3% +$2.15K 0.32% 49
2020
Q4 		$634K Buy
3,753
+258
+7% +$38.5K 0.32% 46
2020
Q3 		$517K Buy
3,495
+13
+0.4% +$2.01K 0.31% 44
2020
Q2 		$572K Buy
3,482
+15
+0.4% +$2.3K 0.36% 43
2020
Q1 		$481K Buy
3,467
+19
+0.6% +$2.61K 0.35% 44
2019
Q4 		$453K Sell
3,448
-25
-0.7% -$2.9K 0.25% 53
2019
Q3 		$388K Buy
3,473
+19
+0.6% +$2.12K 0.22% 57
2019
Q2 		$383K Buy
3,454
+19
+0.6% +$2.24K 0.22% 57
2019
Q1 		$446K Buy
3,435
+17
+0.5% +$2.07K 0.27% 50
2018
Q4 		$395K Sell
3,418
-346
-9% -$38.7K 0.28% 51
2018
Q3 		$404K Buy
3,764
+20
+0.5% +$2K 0.25% 52
2018
Q2 		$319K Buy
3,744
+25
+0.7% +$2.05K 0.22% 58
2018
Q1 		$288K Buy
3,719
+27
+0.7% +$2.17K 0.2% 62
2017
Q4 		$312K Buy
3,692
+22
+0.6% +$1.87K 0.21% 62
2017
Q3 		$314K Buy
3,670
+23
+0.6% +$1.89K 0.23% 53
2017
Q2 		$300K Buy
3,647
+24
+0.7% +$1.96K 0.23% 50
2017
Q1 		$305K Sell
3,623
-338
-9% -$27.1K 0.24% 48
2016
Q4 		$291K Buy
3,961
+30
+0.8% +$2.23K 0.25% 48
2016
Q3 		$316K Buy
3,931
+26
+0.7% +$2.08K 0.26% 46
2016
Q2 		$308K Buy
3,905
+26
+0.7% +$1.96K 0.27% 41
2016
Q1 		$279K Buy
3,879
+22
+0.6% +$1.67K 0.25% 45
2015
Q4 		$325K Buy
+3,857
New +$320K 0.31% 45

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

Jackson Grant Investment Advisers's LLY Position: Q1 2026 in Review

Jackson Grant Investment Advisers reduced its Eli Lilly (LLY) stake by 6.8% in Q1 2026, selling an estimated $191K and leaving 2,567 shares worth $2.36M. The position accounts for 0.79% of the portfolio, ranked #27.

Jackson Grant Investment Advisers first reported a position in LLY in Q4 2015 and has held it in 42 quarters since. The position peaked at $2.96M in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Jackson Grant Investment Advisers held 2,567 shares of Eli Lilly worth $2.36M as of Q1 2026.
  • Jackson Grant Investment Advisers sold 188 Eli Lilly shares in Q1 2026, an estimated $191K.
  • Eli Lilly made up 0.79% of Jackson Grant Investment Advisers's portfolio in Q1 2026, its #27 holding.
  • Jackson Grant Investment Advisers first reported a position in Eli Lilly in Q4 2015 and has held it in 42 quarters since.
  • Jackson Grant Investment Advisers's Eli Lilly position peaked at $2.96M in Q4 2025.
  • 4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2026, filed 8 May 2026.