KIA
LLY icon

Knollwood Investment Advisory’s Eli Lilly LLY Stock Holding History

Knollwood Investment Advisory’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 		$12.7M Hold
13,783
– – 1.28% 14
2025
Q4 		$14.8M Buy
13,783
+66
+0.5% +$63.1K 1.39% 13
2025
Q3 		$10.5M Buy
13,717
+118
+0.9% +$87.8K 0.94% 25
2025
Q2 		$10.6M Buy
13,599
+1,300
+11% +$1.01M 1.02% 16
2025
Q1 		$10.2M Buy
12,299
+728
+6% +$606K 1.12% 16
2024
Q4 		$8.93M Buy
11,571
+650
+6% +$538K 0.93% 20
2024
Q3 		$9.68M Hold
10,921
– – 1.04% 13
2024
Q2 		$9.89M Buy
10,921
+2,191
+25% +$1.75M 1.1% 15
2024
Q1 		$6.79M Hold
8,730
– – 1.23% 18
2023
Q4 		$5.09M Buy
+8,730
New +$5.1M 1.06% 24

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

Knollwood Investment Advisory's LLY Position: Q1 2026 in Review

Knollwood Investment Advisory held its Eli Lilly (LLY) position steady in Q1 2026 at 13,783 shares worth $12.7M. The position accounts for 1.28% of the portfolio, ranked #14.

Knollwood Investment Advisory first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $14.8M in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Knollwood Investment Advisory held 13,783 shares of Eli Lilly worth $12.7M as of Q1 2026.
  • Knollwood Investment Advisory left its Eli Lilly share count unchanged in Q1 2026.
  • Eli Lilly made up 1.28% of Knollwood Investment Advisory's portfolio in Q1 2026, its #14 holding.
  • Knollwood Investment Advisory first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
  • Knollwood Investment Advisory's Eli Lilly position peaked at $14.8M in Q4 2025.
  • 4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Knollwood Investment Advisory's 13F filing for Q1 2026, filed 14 May 2026.