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KG&L Capital Management’s Eli Lilly LLY Stock Holding History

KG&L 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
2025
Q4 		– Sell
-3,500
Closed -$453K – 234
2025
Q3 		$453K Buy
+3,500
New +$2.6M 0.12% 145
2020
Q4 		– Sell
-9,100
Closed -$428K – 147
2020
Q3 		$428K Buy
+9,100
New +$1.41M 0.27% 73
2019
Q1 		– Sell
-400
Closed -$20K – 119
2018
Q4 		$20K Buy
+400
New +$44.7K 0.02% 104

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

KG&L Capital Management's LLY Position: Q1 2026 in Review

KG&L Capital Management reduced its Eli Lilly (LLY) stake by 71% in Q1 2026, selling an estimated $2.98M and leaving 1,198 shares worth $1.1M. The position accounts for 0.79% of the portfolio, ranked #36.

KG&L Capital Management first reported a position in LLY in Q4 2018 and has held it in 29 quarters since. The position peaked at $5.91M in Q2 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • KG&L Capital Management held 1,198 shares of Eli Lilly worth $1.1M as of Q1 2026.
  • KG&L Capital Management sold 2,940 Eli Lilly shares in Q1 2026, an estimated $2.98M.
  • Eli Lilly made up 0.79% of KG&L Capital Management's portfolio in Q1 2026, its #36 holding.
  • KG&L Capital Management first reported a position in Eli Lilly in Q4 2018 and has held it in 29 quarters since.
  • KG&L Capital Management's Eli Lilly position peaked at $5.91M in Q2 2025.
  • 4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on KG&L Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.