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Jim Saulnier & Associates’s Eli Lilly LLY Stock Holding History

Jim Saulnier & Associates’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 		$220K Hold
239
– – 0.11% 136
2025
Q4 		$257K Buy
+239
New +$229K 0.13% 123
2024
Q4 		– Sell
-237
Closed -$210K – 97
2024
Q3 		$210K Buy
+237
New +$213K 0.21% 80

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

Jim Saulnier & Associates's LLY Position: Q1 2026 in Review

Jim Saulnier & Associates held its Eli Lilly (LLY) position steady in Q1 2026 at 239 shares worth $220K. The position accounts for 0.11% of the portfolio, ranked #136.

Jim Saulnier & Associates first reported a position in LLY in Q3 2024 and has held it in 3 quarters since. The position peaked at $257K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Jim Saulnier & Associates held 239 shares of Eli Lilly worth $220K as of Q1 2026.
  • Jim Saulnier & Associates left its Eli Lilly share count unchanged in Q1 2026.
  • Eli Lilly made up 0.11% of Jim Saulnier & Associates's portfolio in Q1 2026, its #136 holding.
  • Jim Saulnier & Associates first reported a position in Eli Lilly in Q3 2024 and has held it in 3 quarters since.
  • Jim Saulnier & Associates's Eli Lilly position peaked at $257K in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Jim Saulnier & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.