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Koss-Olinger Consulting’s Eli Lilly LLY Stock Holding History

Koss-Olinger Consulting’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 		– Sell
-487
Closed -$524K – 275
2025
Q4 		$524K Sell
487
-11
-2% -$10.5K 0.04% 165
2025
Q3 		$388K Hold
498
– – 0.03% 238
2025
Q2 		$388K Buy
498
+28
+6% +$21.8K 0.03% 238
2025
Q1 		$388K Buy
+470
New +$391K 0.03% 231
2024
Q4 		– Sell
-497
Closed -$440K – 248
2024
Q3 		$440K Sell
497
-8
-2% -$7.19K 0.04% 177
2024
Q2 		$457K Sell
505
-6,120
-92% -$4.9M 0.04% 155
2024
Q1 		$5.15M Buy
+6,625
New +$4.71M 2.79% 21
2022
Q4 		– Sell
-822
Closed -$266K – 254
2022
Q3 		$266K Hold
822
– – 0.05% 174
2022
Q2 		$267K Sell
822
-287
-26% -$86.1K 0.05% 140
2022
Q1 		$318K Sell
1,109
-787
-42% -$203K 0.05% 146
2021
Q4 		$524K Sell
1,896
-108
-5% -$27.4K 0.08% 101
2021
Q3 		$463K Sell
2,004
-1,259
-39% -$311K 0.08% 120
2021
Q2 		$749K Buy
3,263
+347
+12% +$69.7K 0.11% 105
2021
Q1 		$545K Buy
+2,916
New +$570K 0.09% 118

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

Koss-Olinger Consulting's LLY Position: Q1 2026 in Review

Koss-Olinger Consulting sold out of Eli Lilly (LLY) in Q1 2026, closing a stake of 487 shares — an estimated $524K sold.

Koss-Olinger Consulting first reported a position in LLY in Q1 2021 and held it in 14 quarters. The position peaked at $5.15M in Q1 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Koss-Olinger Consulting reported no remaining Eli Lilly position as of Q1 2026 after selling out during the quarter.
  • Koss-Olinger Consulting sold 487 Eli Lilly shares in Q1 2026, an estimated $524K.
  • Koss-Olinger Consulting first reported a position in Eli Lilly in Q1 2021 and held it in 14 quarters.
  • Koss-Olinger Consulting's Eli Lilly position peaked at $5.15M in Q1 2024.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.