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Kelman-Lazarov Inc’s Eli Lilly LLY Stock Holding History

Kelman-Lazarov Inc’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 		$270K Buy
+294
New +$298K 0.04% 123

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

Kelman-Lazarov Inc's LLY Position: Q1 2026 in Review

Kelman-Lazarov Inc opened a new position in Eli Lilly (LLY) in Q1 2026: 294 shares worth $270K. The stake represents 0.04% of the portfolio and ranks #123 among its holdings.

4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Kelman-Lazarov Inc held 294 shares of Eli Lilly worth $270K as of Q1 2026.
  • Eli Lilly was a new Kelman-Lazarov Inc position in Q1 2026.
  • Eli Lilly made up 0.04% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #123 holding.
  • 4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.