Kennedy Capital Management’s Eli Lilly LLY Stock Holding History

Kennedy Capital 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	$18.1M	Sell	19,732 -1,428	-7%	-$1.45M	0.38%	74
2025 Q4	$22.7M	Sell	21,160 -8,288	-28%	-$7.92M	0.48%	46
2025 Q3	$22.5M	Sell	29,448 -6,786	-19%	-$5.05M	0.5%	35
2025 Q2	$28.2M	Sell	36,234 -7,025	-16%	-$5.46M	0.67%	14
2025 Q1	$35.7M	Buy	43,259 +1,908	+5%	+$1.59M	0.85%	4
2024 Q4	$31.9M	Buy	41,351 +6,011	+17%	+$4.98M	0.71%	9
2024 Q3	$31.3M	Buy	35,340 +3,330	+10%	+$2.99M	0.69%	10
2024 Q2	$29M	Buy	32,010 +9,666	+43%	+$7.73M	0.62%	11
2024 Q1	$17.4M	Buy	+22,344	New	+$15.9M	0.36%	60

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

Kennedy Capital Management's LLY Position: Q1 2026 in Review

Kennedy Capital Management reduced its Eli Lilly (LLY) stake by 6.7% in Q1 2026, selling an estimated $1.45M and leaving 19,732 shares worth $18.1M. The position accounts for 0.38% of the portfolio, ranked #74.

Kennedy Capital Management first reported a position in LLY in Q1 2024 and has held it in 9 quarters since. The position peaked at $35.7M in Q1 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Kennedy Capital Management held 19,732 shares of Eli Lilly worth $18.1M as of Q1 2026.
Kennedy Capital Management sold 1,428 Eli Lilly shares in Q1 2026, an estimated $1.45M.
Eli Lilly made up 0.38% of Kennedy Capital Management's portfolio in Q1 2026, its #74 holding.
Kennedy Capital Management first reported a position in Eli Lilly in Q1 2024 and has held it in 9 quarters since.
Kennedy Capital Management's Eli Lilly position peaked at $35.7M in Q1 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Kennedy Capital Management's 13F filing for Q1 2026, filed 13 May 2026.