Kooman & Associates’s Eli Lilly LLY Stock Holding History

Kooman & Associates’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	$366K	Sell	398 -11	-3%	-$11.2K	0.11%	31
2025 Q4	$440K	Buy	409 +20	+5%	+$19.1K	0.13%	30
2025 Q3	$297K	Sell	389 -1	-0.3%	-$744	0.09%	44
2025 Q2	$304K	Sell	390 -12	-3%	-$9.32K	0.1%	39
2025 Q1	$332K	Buy	402 +28	+7%	+$23.3K	0.12%	34
2024 Q4	$289K	Sell	374 -1	-0.3%	-$828	0.1%	38
2024 Q3	$332K	Sell	375 -11	-3%	-$9.89K	0.12%	34
2024 Q2	$349K	Sell	386 -18	-4%	-$14.4K	0.14%	33
2024 Q1	$314K	Buy	404 +10	+3%	+$7.12K	0.13%	29
2023 Q4	$230K	Sell	394 -18	-4%	-$10.5K	0.1%	37
2023 Q3	$221K	Sell	412 -35	-8%	-$18K	0.11%	37
2023 Q2	$210K	Buy	+447	New	+$187K	0.1%	40

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

Kooman & Associates's LLY Position: Q1 2026 in Review

Kooman & Associates reduced its Eli Lilly (LLY) stake by 2.7% in Q1 2026, selling an estimated $11.2K and leaving 398 shares worth $366K. The position accounts for 0.11% of the portfolio, ranked #31.

Kooman & Associates first reported a position in LLY in Q2 2023 and has held it in 12 quarters since. The position peaked at $440K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Kooman & Associates held 398 shares of Eli Lilly worth $366K as of Q1 2026.
Kooman & Associates sold 11 Eli Lilly shares in Q1 2026, an estimated $11.2K.
Eli Lilly made up 0.11% of Kooman & Associates's portfolio in Q1 2026, its #31 holding.
Kooman & Associates first reported a position in Eli Lilly in Q2 2023 and has held it in 12 quarters since.
Kooman & Associates's Eli Lilly position peaked at $440K in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Kooman & Associates's 13F filing for Q1 2026, filed 21 Apr 2026.