Joel Isaacson & Co’s Eli Lilly LLY Stock Holding History

Joel Isaacson & Co’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	$10.8M	Buy	11,707 +508	+5%	+$515K	0.36%	37
2025 Q4	$12M	Buy	11,199 +354	+3%	+$338K	0.4%	32
2025 Q3	$8.27M	Buy	10,845 +3,976	+58%	+$2.96M	0.3%	43
2025 Q2	$5.35M	Buy	6,869 +214	+3%	+$166K	0.22%	51
2025 Q1	$5.5M	Buy	6,655 +629	+10%	+$523K	0.25%	47
2024 Q4	$4.65M	Buy	6,026 +1,196	+25%	+$990K	0.21%	51
2024 Q3	$4.28M	Sell	4,830 -410	-8%	-$369K	0.2%	52
2024 Q2	$4.74M	Sell	5,240 -90	-2%	-$72K	0.25%	43
2024 Q1	$4.15M	Buy	5,330 +328	+7%	+$233K	0.23%	46
2023 Q4	$2.92M	Buy	5,002 +29	+0.6%	+$16.9K	0.18%	54
2023 Q3	$2.67M	Buy	4,973 +127	+3%	+$65.4K	0.18%	55
2023 Q2	$2.27M	Buy	4,846 +108	+2%	+$45.3K	0.15%	67
2023 Q1	$1.63M	Sell	4,738 -80	-2%	-$27K	0.12%	81
2022 Q4	$1.76M	Buy	4,818 +114	+2%	+$40.4K	0.14%	75
2022 Q3	$1.52M	Sell	4,704 -1,209	-20%	-$383K	0.13%	77
2022 Q2	$1.92M	Buy	5,913 +19	+0.3%	+$5.7K	0.16%	63
2022 Q1	$1.76M	Hold	5,894	–	–	0.13%	76
2021 Q4	$1.63M	Buy	5,894 +350	+6%	+$88.7K	0.11%	85
2021 Q3	$1.28M	Buy	5,544 +749	+16%	+$185K	0.1%	95
2021 Q2	$1.1M	Buy	4,795 +54	+1%	+$10.8K	0.09%	101
2021 Q1	$886K	Buy	4,741 +273	+6%	+$53.4K	0.08%	108
2020 Q4	$754K	Sell	4,468 -213	-5%	-$31.8K	0.07%	110
2020 Q3	$693K	Buy	4,681 +13	+0.3%	+$2.01K	0.09%	100
2020 Q2	$766K	Buy	4,668 +100	+2%	+$15.3K	0.11%	87
2020 Q1	$634K	Sell	4,568 -1,106	-19%	-$152K	0.11%	84
2019 Q4	$746K	Hold	5,674	–	–	0.1%	92
2019 Q3	$635K	Sell	5,674 -654	-10%	-$72.8K	0.09%	99
2019 Q2	$701K	Sell	6,328 -4,895	-44%	-$576K	0.1%	91
2019 Q1	$1.46M	Buy	11,223 +721	+7%	+$87.7K	0.21%	56
2018 Q4	$1.22M	Buy	10,502 +7,188	+217%	+$803K	0.19%	62
2018 Q3	$356K	Hold	3,314	–	–	0.06%	151
2018 Q2	$283K	Hold	3,314	–	–	0.05%	162
2018 Q1	$256K	Hold	3,314	–	–	0.04%	163
2017 Q4	$280K	Hold	3,314	–	–	0.05%	158
2017 Q3	$283K	Hold	3,314	–	–	0.05%	154
2017 Q2	$273K	Sell	3,314 -50	-1%	-$4.08K	0.05%	153
2017 Q1	$283K	Buy	3,364 +50	+2%	+$4K	0.06%	141
2016 Q4	$244K	Hold	3,314	–	–	0.05%	141
2016 Q3	$266K	Sell	3,314 -554	-14%	-$44.3K	0.05%	141
2016 Q2	$305K	Buy	3,868 +600	+18%	+$45.2K	0.06%	134
2016 Q1	$235K	Hold	3,268	–	–	0.05%	157
2015 Q4	$275K	Hold	3,268	–	–	0.07%	132
2015 Q3	$273K	Hold	3,268	–	–	0.07%	120
2015 Q2	$273K	Hold	3,268	–	–	0.07%	132
2015 Q1	$237K	Buy	3,268 +717	+28%	+$51K	0.06%	145
2014 Q4	$176K	Buy	2,551 +390	+18%	+$26.3K	0.05%	166
2014 Q3	$140K	Buy	2,161 +1	+0%	+$63	0.04%	170
2014 Q2	$134K	Hold	2,160	–	–	0.04%	174
2014 Q1	$127K	Buy	2,160 +57	+3%	+$3.18K	0.04%	177
2013 Q4	$107K	Hold	2,103	–	–	0.04%	184
2013 Q3	$106K	Hold	2,103	–	–	0.04%	168
2013 Q2	$103K	Buy	+2,103	New	+$114K	0.05%	142

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

Joel Isaacson & Co's LLY Position: Q1 2026 in Review

Joel Isaacson & Co increased its Eli Lilly (LLY) stake by 4.5% in Q1 2026, buying an estimated $515K and bringing the position to 11,707 shares worth $10.8M. The position accounts for 0.36% of the portfolio, ranked #37.

Joel Isaacson & Co first reported a position in LLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $12M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Joel Isaacson & Co held 11,707 shares of Eli Lilly worth $10.8M as of Q1 2026.
Joel Isaacson & Co bought 508 Eli Lilly shares in Q1 2026, an estimated $515K.
Eli Lilly made up 0.36% of Joel Isaacson & Co's portfolio in Q1 2026, its #37 holding.
Joel Isaacson & Co first reported a position in Eli Lilly in Q2 2013 and has held it in 52 quarters since.
Joel Isaacson & Co's Eli Lilly position peaked at $12M in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Joel Isaacson & Co's 13F filing for Q1 2026, filed 23 Apr 2026.