Kuhn & Co Investment Counsel’s Eli Lilly LLY Stock Holding History

Kuhn & Co Investment Counsel’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	$2.96M	Buy	3,221 +20	+0.6%	+$20.3K	1.91%	11
2025 Q4	$3.44M	Sell	3,201 -99	-3%	-$94.7K	2.29%	9
2025 Q3	$2.52M	Sell	3,300 -45	-1%	-$33.5K	1.99%	11
2025 Q2	$2.61M	Hold	3,345	–	–	1.97%	10
2025 Q1	$2.76M	Sell	3,345 -231	-6%	-$192K	2.33%	8
2024 Q4	$2.76M	Sell	3,576 -95	-3%	-$78.7K	2.35%	9
2024 Q3	$3.25M	Sell	3,671 -31	-0.8%	-$27.9K	2.77%	6
2024 Q2	$3.35M	Hold	3,702	–	–	3.01%	6
2024 Q1	$2.88M	Sell	3,702 -359	-9%	-$255K	2.71%	7
2023 Q4	$2.37M	Buy	+4,061	New	+$2.37M	2.43%	6

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

Kuhn & Co Investment Counsel's LLY Position: Q1 2026 in Review

Kuhn & Co Investment Counsel increased its Eli Lilly (LLY) stake by 0.62% in Q1 2026, buying an estimated $20.3K and bringing the position to 3,221 shares worth $2.96M. The position accounts for 1.91% of the portfolio, ranked #11.

Kuhn & Co Investment Counsel first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.44M in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Kuhn & Co Investment Counsel held 3,221 shares of Eli Lilly worth $2.96M as of Q1 2026.
Kuhn & Co Investment Counsel bought 20 Eli Lilly shares in Q1 2026, an estimated $20.3K.
Eli Lilly made up 1.91% of Kuhn & Co Investment Counsel's portfolio in Q1 2026, its #11 holding.
Kuhn & Co Investment Counsel first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
Kuhn & Co Investment Counsel's Eli Lilly position peaked at $3.44M in Q4 2025.
4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q1 2026, filed 12 May 2026.