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Kestra Investment Management’s Eli Lilly LLY Stock Holding History

Kestra Investment 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 		$2.67M Buy
2,901
+732
+34% +$742K 0.05% 106
2025
Q4 		$2.33M Sell
2,169
-7
-0.3% -$6.69K 0.06% 125
2025
Q3 		$1.66M Sell
2,176
-4,523
-68% -$3.37M 0.04% 140
2025
Q2 		$5.37M Buy
6,699
+3,478
+108% +$2.7M 0.08% 84
2025
Q1 		$2.66M Buy
3,221
+490
+18% +$408K 0.08% 79
2024
Q4 		$2.11M Sell
2,731
-241
-8% -$200K 0.08% 81
2024
Q3 		$2.63M Buy
+2,972
New +$2.67M 0.11% 70

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

Kestra Investment Management's LLY Position: Q1 2026 in Review

Kestra Investment Management increased its Eli Lilly (LLY) stake by 34% in Q1 2026, buying an estimated $742K and bringing the position to 2,901 shares worth $2.67M. The position accounts for 0.05% of the portfolio, ranked #106.

Kestra Investment Management first reported a position in LLY in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.37M in Q2 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Kestra Investment Management held 2,901 shares of Eli Lilly worth $2.67M as of Q1 2026.
  • Kestra Investment Management bought 732 Eli Lilly shares in Q1 2026, an estimated $742K.
  • Eli Lilly made up 0.05% of Kestra Investment Management's portfolio in Q1 2026, its #106 holding.
  • Kestra Investment Management first reported a position in Eli Lilly in Q3 2024 and has held it in 7 quarters since.
  • Kestra Investment Management's Eli Lilly position peaked at $5.37M in Q2 2025.
  • 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.