Jefferies Financial Group’s Eli Lilly LLY Stock Holding History

Jefferies Financial Group’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
2025 Q1	–	Sell	-3,800	Closed	-$2.93M	–	1838
2024 Q4	$2.93M	Buy	+3,800	New	+$3.15M	0.02%	533
2024 Q1	–	Sell	-39,500	Closed	-$23M	–	1844
2023 Q4	$23M	Sell	39,500 -8,300	-17%	-$4.84M	0.15%	97
2023 Q3	$25.7M	Sell	47,800 -5,800	-11%	-$2.99M	0.23%	63
2023 Q2	$25.1M	Buy	53,600 +14,100	+36%	+$5.91M	0.23%	80
2023 Q1	$13.6M	Sell	39,500 -26,400	-40%	-$8.9M	0.11%	159
2022 Q4	$24.1M	Buy	+65,900	New	+$23.4M	0.17%	95

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

Jefferies Financial Group's LLY Position: Q1 2026 in Review

Jefferies Financial Group reduced its Eli Lilly (LLY) stake by 62% in Q1 2026, selling an estimated $37.8M and leaving 23,030 shares worth $21.2M. The position accounts for 0.15% of the portfolio, ranked #112.

Jefferies Financial Group first reported a position in LLY in Q1 2016 and has held it in 15 quarters since. The position peaked at $229M in Q3 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Jefferies Financial Group held 23,030 shares of Eli Lilly worth $21.2M as of Q1 2026.
Jefferies Financial Group sold 37,306 Eli Lilly shares in Q1 2026, an estimated $37.8M.
Eli Lilly made up 0.15% of Jefferies Financial Group's portfolio in Q1 2026, its #112 holding.
Jefferies Financial Group first reported a position in Eli Lilly in Q1 2016 and has held it in 15 quarters since.
Jefferies Financial Group's Eli Lilly position peaked at $229M in Q3 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.