James J. Burns & Company’s Eli Lilly LLY Stock Holding History

James J. Burns & Company’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	$3.38M	Buy	3,672 +1,615	+79%	+$1.64M	0.46%	41
2025 Q4	$2.21M	Sell	2,057 -50	-2%	-$47.8K	0.31%	48
2025 Q3	$1.61M	Sell	2,107 -7	-0.3%	-$5.21K	0.24%	50
2025 Q2	$1.65M	Buy	2,114 +5	+0.2%	+$3.88K	0.27%	48
2025 Q1	$1.74M	Buy	2,109 +2	+0.1%	+$1.66K	0.31%	47
2024 Q4	$1.63M	Buy	2,107 +100	+5%	+$82.8K	0.28%	50
2024 Q3	$1.78M	Hold	2,007	–	–	0.32%	47
2024 Q2	$1.82M	Buy	2,007 +7	+0.4%	+$5.6K	0.36%	44
2024 Q1	$1.53M	Hold	2,000	–	–	0.53%	31
2023 Q4	$1.17M	Buy	+2,000	New	+$1.17M	0.28%	51

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

James J. Burns & Company's LLY Position: Q1 2026 in Review

James J. Burns & Company increased its Eli Lilly (LLY) stake by 79% in Q1 2026, buying an estimated $1.64M and bringing the position to 3,672 shares worth $3.38M. The position accounts for 0.46% of the portfolio, ranked #41.

James J. Burns & Company first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

James J. Burns & Company held 3,672 shares of Eli Lilly worth $3.38M as of Q1 2026.
James J. Burns & Company bought 1,615 Eli Lilly shares in Q1 2026, an estimated $1.64M.
Eli Lilly made up 0.46% of James J. Burns & Company's portfolio in Q1 2026, its #41 holding.
James J. Burns & Company first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on James J. Burns & Company's 13F filing for Q1 2026, filed 17 Apr 2026.