Lafayette Investments’s Eli Lilly LLY Stock Holding History

Lafayette Investments’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	-237	Closed	-$255K	–	161
2025 Q4	$255K	Buy	+237	New	+$227K	0.05%	143
2025 Q3	–	Sell	-295	Closed	-$230K	–	158
2025 Q2	$230K	Hold	295	–	–	0.05%	141
2025 Q1	$244K	Buy	295 +25	+9%	+$20.8K	0.05%	136
2024 Q4	$208K	Buy	270 +10	+4%	+$8.28K	0.04%	141
2024 Q3	$230K	Sell	260 -25	-9%	-$22.5K	0.05%	134
2024 Q2	$258K	Sell	285 -40	-12%	-$32K	0.06%	120
2024 Q1	$253K	Buy	+325	New	+$231K	0.06%	116

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

Lafayette Investments's LLY Position: Q1 2026 in Review

Lafayette Investments sold out of Eli Lilly (LLY) in Q1 2026, closing a stake of 237 shares — an estimated $255K sold.

Lafayette Investments first reported a position in LLY in Q1 2024 and held it in 7 quarters. The position peaked at $258K in Q2 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Lafayette Investments reported no remaining Eli Lilly position as of Q1 2026 after selling out during the quarter.
Lafayette Investments sold 237 Eli Lilly shares in Q1 2026, an estimated $255K.
Lafayette Investments first reported a position in Eli Lilly in Q1 2024 and held it in 7 quarters.
Lafayette Investments's Eli Lilly position peaked at $258K in Q2 2024.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Lafayette Investments's 13F filing for Q1 2026, filed 27 Apr 2026.