Kurt F. Somerville’s Eli Lilly LLY Stock Holding History

Kurt F. Somerville’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	$8.22M	Sell	8,934 -2,303	-20%	-$2.33M	2.17%	20
2025 Q4	$12.1M	Buy	11,237 +2,005	+22%	+$1.92M	2.05%	21
2025 Q3	$7.04M	Buy	9,232 +1,990	+27%	+$1.48M	1.16%	27
2025 Q2	$5.65M	Buy	7,242 +3,036	+72%	+$2.36M	0.95%	30
2025 Q1	$3.47M	Buy	4,206 +494	+13%	+$411K	0.6%	36
2024 Q4	$2.87M	Sell	3,712 -110	-3%	-$91.1K	0.48%	37
2024 Q3	$3.39M	Sell	3,822 -128	-3%	-$115K	0.55%	36
2024 Q2	$3.58M	Sell	3,950 -310	-7%	-$248K	0.6%	36
2024 Q1	$3.31M	Sell	4,260 -385	-8%	-$274K	0.57%	37
2023 Q4	$2.71M	Sell	4,645 -196	-4%	-$114K	0.51%	37
2023 Q3	$2.6M	Sell	4,841 -175	-3%	-$90.2K	0.52%	37
2023 Q2	$2.35M	Sell	5,016 -165	-3%	-$69.2K	0.45%	41
2023 Q1	$1.78M	Sell	5,181 -295	-5%	-$99.5K	0.32%	47
2022 Q4	$2M	Sell	5,476 -50	-0.9%	-$17.7K	0.39%	44
2022 Q3	$1.79M	Sell	5,526 -5	-0.1%	-$1.58K	0.36%	47
2022 Q2	$1.79M	Sell	5,531 -164	-3%	-$49.2K	0.34%	47
2022 Q1	$1.63M	Sell	5,695 -115	-2%	-$29.6K	0.26%	50
2021 Q4	$1.6M	Buy	5,810 +55	+1%	+$13.9K	0.22%	49
2021 Q3	$1.33M	Sell	5,755 -305	-5%	-$75.3K	0.2%	50
2021 Q2	$1.39M	Hold	6,060	–	–	0.21%	51
2021 Q1	$1.13M	Sell	6,060 -200	-3%	-$39.1K	0.18%	53
2020 Q4	$1.06M	Hold	6,260	–	–	0.17%	55
2020 Q3	$927K	Sell	6,260 -175	-3%	-$27.1K	0.16%	58
2020 Q2	$1.06M	Sell	6,435 -115	-2%	-$17.7K	0.19%	57
2020 Q1	$909K	Buy	6,550 +1,110	+20%	+$153K	0.2%	56
2019 Q4	$715K	Sell	5,440 -50	-0.9%	-$5.8K	0.13%	60
2019 Q3	$614K	Sell	5,490 -25	-0.5%	-$2.78K	0.12%	62
2019 Q2	$611K	Sell	5,515 -365	-6%	-$43K	0.12%	61
2019 Q1	$763K	Sell	5,880 -275	-4%	-$33.4K	0.15%	59
2018 Q4	$712K	Hold	6,155	–	–	0.16%	59
2018 Q3	$661K	Sell	6,155 -325	-5%	-$32.5K	0.13%	65
2018 Q2	$553K	Sell	6,480 -100	-2%	-$8.21K	0.12%	72
2018 Q1	$509K	Sell	6,580 -646	-9%	-$52K	0.11%	72
2017 Q4	$610K	Sell	7,226 -240	-3%	-$20.4K	0.13%	70
2017 Q3	$639K	Hold	7,466	–	–	0.13%	65
2017 Q2	$614K	Hold	7,466	–	–	0.13%	68
2017 Q1	$629K	Sell	7,466 -100	-1%	-$8.01K	0.13%	69
2016 Q4	$557K	Hold	7,566	–	–	0.12%	76
2016 Q3	$607K	Sell	7,566 -66	-0.9%	-$5.28K	0.13%	75
2016 Q2	$600K	Hold	7,632	–	–	0.13%	76
2016 Q1	$550K	Hold	7,632	–	–	0.13%	76
2015 Q4	$643K	Hold	7,632	–	–	0.15%	75
2015 Q3	$639K	Sell	7,632 -200	-3%	-$16.9K	0.16%	73
2015 Q2	$654K	Hold	7,832	–	–	0.15%	77
2015 Q1	$569K	Sell	7,832 -100	-1%	-$7.12K	0.13%	78
2014 Q4	$547K	Hold	7,932	–	–	0.14%	81
2014 Q3	$514K	Hold	7,932	–	–	0.21%	67
2014 Q2	$493K	Sell	7,932 -100	-1%	-$5.97K	0.19%	74
2014 Q1	$472K	Sell	8,032 -6,000	-43%	-$335K	0.19%	76
2013 Q4	$715K	Hold	14,032	–	–	0.27%	67
2013 Q3	$705K	Hold	14,032	–	–	0.28%	67
2013 Q2	$690K	Buy	+14,032	New	+$764K	0.29%	64

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

Kurt F. Somerville's LLY Position: Q1 2026 in Review

Kurt F. Somerville reduced its Eli Lilly (LLY) stake by 20% in Q1 2026, selling an estimated $2.33M and leaving 8,934 shares worth $8.22M. The position accounts for 2.17% of the portfolio, ranked #20.

Kurt F. Somerville first reported a position in LLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.1M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Kurt F. Somerville held 8,934 shares of Eli Lilly worth $8.22M as of Q1 2026.
Kurt F. Somerville sold 2,303 Eli Lilly shares in Q1 2026, an estimated $2.33M.
Eli Lilly made up 2.17% of Kurt F. Somerville's portfolio in Q1 2026, its #20 holding.
Kurt F. Somerville first reported a position in Eli Lilly in Q2 2013 and has held it in 52 quarters since.
Kurt F. Somerville's Eli Lilly position peaked at $12.1M in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Kurt F. Somerville's 13F filing for Q1 2026, filed 8 May 2026.