Kercheville Advisors’s Eli Lilly LLY Stock Holding History

Kercheville 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	$1.88M	Sell	2,048 -1,728	-46%	-$1.75M	0.6%	37
2025 Q4	$4.11M	Buy	3,776 +1,872	+98%	+$1.79M	1.08%	29
2025 Q3	$1.45M	Sell	1,904 -6,579	-78%	-$4.9M	0.44%	44
2025 Q2	$6.61M	Sell	8,483 -165	-2%	-$128K	2.28%	17
2025 Q1	$7.14M	Buy	8,648 +435	+5%	+$362K	2.91%	15
2024 Q4	$6.34M	Sell	8,213 -327	-4%	-$271K	2.46%	17
2024 Q3	$7.57M	Buy	8,540 +795	+10%	+$715K	3.19%	13
2024 Q2	$7.01M	Buy	7,745 +1,600	+26%	+$1.28M	3.04%	14
2024 Q1	$4.78M	Buy	6,145 +628	+11%	+$447K	2.26%	19
2023 Q4	$3.22M	Buy	5,517 +1,995	+57%	+$1.16M	1.81%	20
2023 Q3	$1.89M	Buy	+3,522	New	+$1.81M	1.2%	25
2023 Q1	–	Sell	-640	Closed	-$234K	–	80
2022 Q4	$234K	Buy	+640	New	+$227K	0.16%	68
2022 Q2	–	Sell	-2,865	Closed	-$820K	–	106
2022 Q1	$820K	Buy	+2,865	New	+$737K	0.39%	51

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

Kercheville Advisors's LLY Position: Q1 2026 in Review

Kercheville Advisors reduced its Eli Lilly (LLY) stake by 46% in Q1 2026, selling an estimated $1.75M and leaving 2,048 shares worth $1.88M. The position accounts for 0.6% of the portfolio, ranked #37.

Kercheville Advisors first reported a position in LLY in Q1 2022 and has held it in 13 quarters since. The position peaked at $7.57M in Q3 2024. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Kercheville Advisors held 2,048 shares of Eli Lilly worth $1.88M as of Q1 2026.
Kercheville Advisors sold 1,728 Eli Lilly shares in Q1 2026, an estimated $1.75M.
Eli Lilly made up 0.6% of Kercheville Advisors's portfolio in Q1 2026, its #37 holding.
Kercheville Advisors first reported a position in Eli Lilly in Q1 2022 and has held it in 13 quarters since.
Kercheville Advisors's Eli Lilly position peaked at $7.57M in Q3 2024.
4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Kercheville Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.