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KCM Investment Advisors’s Eli Lilly LLY Stock Holding History

KCM Investment Advisors’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 		$22.3M Sell
24,219
-807
-3% -$818K 0.74% 39
2025
Q4 		$26.9M Buy
25,026
+90
+0.4% +$86.1K 0.86% 36
2025
Q3 		$19M Buy
24,936
+3,059
+14% +$2.28M 0.61% 43
2025
Q2 		$17.1M Sell
21,877
-15,873
-42% -$12.3M 0.57% 45
2025
Q1 		$31.2M Buy
37,750
+331
+0.9% +$275K 1.12% 29
2024
Q4 		$28.9M Sell
37,419
-1,249
-3% -$1.03M 1% 31
2024
Q3 		$34.3M Buy
38,668
+394
+1% +$354K 1.16% 28
2024
Q2 		$34.7M Buy
38,274
+83
+0.2% +$66.4K 1.24% 24
2024
Q1 		$29.7M Sell
38,191
-41
-0.1% -$29.2K 1.1% 29
2023
Q4 		$22.3M Buy
38,232
+1,950
+5% +$1.14M 0.89% 35
2023
Q3 		$19.5M Buy
36,282
+3,848
+12% +$1.98M 0.84% 37
2023
Q2 		$15.2M Buy
32,434
+6,960
+27% +$2.92M 0.61% 48
2023
Q1 		$8.75M Buy
25,474
+2,573
+11% +$868K 0.35% 66
2022
Q4 		$8.38M Buy
22,901
+22
+0.1% +$7.8K 0.36% 69
2022
Q3 		$7.4M Sell
22,879
-1
-0% -$317 0.34% 70
2022
Q2 		$7.42M Sell
22,880
-1,464
-6% -$439K 0.32% 73
2022
Q1 		$6.97M Sell
24,344
-326
-1% -$83.9K 0.26% 86
2021
Q4 		$6.81M Sell
24,670
-209
-0.8% -$53K 0.24% 92
2021
Q3 		$5.75M Sell
24,879
-116
-0.5% -$28.6K 0.23% 93
2021
Q2 		$5.74M Sell
24,995
-470
-2% -$94.4K 0.23% 94
2021
Q1 		$4.76M Buy
25,465
+750
+3% +$147K 0.21% 98
2020
Q4 		$4.17M Buy
24,715
+3,186
+15% +$476K 0.2% 101
2020
Q3 		$3.19M Sell
21,529
-3,415
-14% -$529K 0.18% 102
2020
Q2 		$4.09M Buy
24,944
+467
+2% +$71.7K 0.23% 86
2020
Q1 		$3.4M Sell
24,477
-1,625
-6% -$223K 0.23% 87
2019
Q4 		$3.43M Sell
26,102
-1,364
-5% -$158K 0.19% 102
2019
Q3 		$3.07M Sell
27,466
-265
-1% -$29.5K 0.18% 108
2019
Q2 		$3.07M Buy
27,731
+15
+0.1% +$1.77K 0.18% 106
2019
Q1 		$3.6M Sell
27,716
-1,177
-4% -$143K 0.23% 98
2018
Q4 		$3.34M Sell
28,893
-60
-0.2% -$6.7K 0.22% 100
2018
Q3 		$3.11M Sell
28,953
-764
-3% -$76.4K 0.18% 111
2018
Q2 		$2.54M Sell
29,717
-14,957
-33% -$1.23M 0.16% 132
2018
Q1 		$3.46M Sell
44,674
-4,047
-8% -$326K 0.21% 108
2017
Q4 		$4.12M Sell
48,721
-3,092
-6% -$263K 0.24% 102
2017
Q3 		$4.43M Sell
51,813
-1,987
-4% -$163K 0.27% 98
2017
Q2 		$4.43M Sell
53,800
-2,477
-4% -$202K 0.28% 94
2017
Q1 		$4.73M Sell
56,277
-7,748
-12% -$621K 0.3% 88
2016
Q4 		$4.71M Buy
64,025
+1,310
+2% +$97.6K 0.32% 88
2016
Q3 		$5.03M Sell
62,715
-1,180
-2% -$94.4K 0.34% 84
2016
Q2 		$5.03M Buy
63,895
+1,395
+2% +$105K 0.35% 83
2016
Q1 		$4.5M Sell
62,500
-276
-0.4% -$20.9K 0.33% 90
2015
Q4 		$5.29M Buy
62,776
+925
+1% +$76.8K 0.42% 70
2015
Q3 		$5.18M Buy
61,851
+3,551
+6% +$300K 0.43% 69
2015
Q2 		$4.87M Buy
58,300
+4,114
+8% +$313K 0.39% 76
2015
Q1 		$3.94M Sell
54,186
-1,007
-2% -$71.7K 0.32% 95
2014
Q4 		$3.81M Buy
55,193
+7,883
+17% +$532K 0.32% 92
2014
Q3 		$3.07M Sell
47,310
-1,689
-3% -$107K 0.28% 103
2014
Q2 		$3.05M Buy
48,999
+14,476
+42% +$864K 0.28% 107
2014
Q1 		$2.03M Buy
34,523
+12,699
+58% +$709K 0.21% 134
2013
Q4 		$1.11M Sell
21,824
-605
-3% -$30.3K 0.12% 202
2013
Q3 		$1.13M Buy
22,429
+1,215
+6% +$63.6K 0.13% 184
2013
Q2 		$1.04M Buy
+21,214
New +$1.15M 0.13% 193

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

KCM Investment Advisors's LLY Position: Q1 2026 in Review

KCM Investment Advisors reduced its Eli Lilly (LLY) stake by 3.2% in Q1 2026, selling an estimated $818K and leaving 24,219 shares worth $22.3M. The position accounts for 0.74% of the portfolio, ranked #39.

KCM Investment Advisors first reported a position in LLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $34.7M in Q2 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • KCM Investment Advisors held 24,219 shares of Eli Lilly worth $22.3M as of Q1 2026.
  • KCM Investment Advisors sold 807 Eli Lilly shares in Q1 2026, an estimated $818K.
  • Eli Lilly made up 0.74% of KCM Investment Advisors's portfolio in Q1 2026, its #39 holding.
  • KCM Investment Advisors first reported a position in Eli Lilly in Q2 2013 and has held it in 52 quarters since.
  • KCM Investment Advisors's Eli Lilly position peaked at $34.7M in Q2 2024.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.