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Jupiter Asset Management’s Eli Lilly LLY Stock Holding History

Jupiter Asset Management’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 		$20.7M Sell
22,518
-44
-0.2% -$44.6K 0.11% 206
2025
Q4 		$24.2M Sell
22,562
-1,294
-5% -$1.24M 0.19% 145
2025
Q3 		$18.2M Buy
23,856
+2,407
+11% +$1.79M 0.16% 163
2025
Q2 		$16.7M Buy
21,449
+390
+2% +$303K 0.14% 186
2025
Q1 		$17.4M Sell
21,059
-122
-0.6% -$102K 0.17% 173
2024
Q4 		$16.4M Sell
21,181
-5,812
-22% -$4.81M 0.16% 177
2024
Q3 		$23.9M Buy
26,993
+6,174
+30% +$5.55M 0.21% 154
2024
Q2 		$18.8M Buy
20,819
+407
+2% +$326K 0.18% 167
2024
Q1 		$15.9M Buy
20,412
+8,101
+66% +$5.77M 0.15% 181
2023
Q4 		$7.18M Buy
12,311
+400
+3% +$233K 0.07% 238
2023
Q3 		$6.4M Buy
+11,911
New +$6.14M 0.07% 235
2023
Q1 		– Sell
-3,794
Closed -$1.39M – 463
2022
Q4 		$1.39M Sell
3,794
-34,588
-90% -$12.3M 0.02% 351
2022
Q3 		$12.4M Buy
38,382
+20,701
+117% +$6.56M 0.19% 154
2022
Q2 		$5.74M Buy
+17,681
New +$5.31M 0.08% 226
2021
Q4 		– Sell
-57,025
Closed -$13.2M – 603
2021
Q3 		$13.2M Buy
+57,025
New +$14.1M 0.15% 175
2021
Q1 		– Sell
-45,548
Closed -$7.68M – 614
2020
Q4 		$7.68M Sell
45,548
-292,091
-87% -$43.6M 0.08% 254
2020
Q3 		$49.9M Buy
337,639
+334,935
+12,387% +$51.8M 0.53% 45
2020
Q2 		$443K Buy
+2,704
New +$415K 0.01% 243

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

Jupiter Asset Management's LLY Position: Q1 2026 in Review

Jupiter Asset Management reduced its Eli Lilly (LLY) stake by 0.2% in Q1 2026, selling an estimated $44.6K and leaving 22,518 shares worth $20.7M. The position accounts for 0.11% of the portfolio, ranked #206.

Jupiter Asset Management first reported a position in LLY in Q2 2020 and has held it in 18 quarters since. The position peaked at $49.9M in Q3 2020. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Jupiter Asset Management held 22,518 shares of Eli Lilly worth $20.7M as of Q1 2026.
  • Jupiter Asset Management sold 44 Eli Lilly shares in Q1 2026, an estimated $44.6K.
  • Eli Lilly made up 0.11% of Jupiter Asset Management's portfolio in Q1 2026, its #206 holding.
  • Jupiter Asset Management first reported a position in Eli Lilly in Q2 2020 and has held it in 18 quarters since.
  • Jupiter Asset Management's Eli Lilly position peaked at $49.9M in Q3 2020.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Jupiter Asset Management's 13F filing for Q1 2026, filed 12 May 2026.