Lakeside Advisors’s Eli Lilly LLY Stock Holding History

Lakeside Advisors’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	$480K	Buy	522 +10	+2%	+$10.1K	0.32%	44
2025 Q4	$550K	Buy	512 +35	+7%	+$33.5K	0.35%	41
2025 Q3	$364K	Hold	477	–	–	0.23%	48
2025 Q2	$372K	Hold	477	–	–	0.24%	46
2025 Q1	$394K	Hold	477	–	–	0.26%	46
2024 Q4	$368K	Sell	477 -175	-27%	-$145K	0.24%	46
2024 Q3	$578K	Sell	652 -25	-4%	-$22.5K	0.36%	38
2024 Q2	$613K	Hold	677	–	–	0.4%	37
2024 Q1	$527K	Hold	677	–	–	0.34%	39
2023 Q4	$395K	Sell	677 -50	-7%	-$29.2K	0.27%	44
2023 Q3	$390K	Hold	727	–	–	0.3%	40
2023 Q2	$341K	Buy	+727	New	+$305K	0.25%	47

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

Lakeside Advisors's LLY Position: Q1 2026 in Review

Lakeside Advisors increased its Eli Lilly (LLY) stake by 2% in Q1 2026, buying an estimated $10.1K and bringing the position to 522 shares worth $480K. The position accounts for 0.32% of the portfolio, ranked #44.

Lakeside Advisors first reported a position in LLY in Q2 2023 and has held it in 12 quarters since. The position peaked at $613K in Q2 2024. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Lakeside Advisors held 522 shares of Eli Lilly worth $480K as of Q1 2026.
Lakeside Advisors bought 10 Eli Lilly shares in Q1 2026, an estimated $10.1K.
Eli Lilly made up 0.32% of Lakeside Advisors's portfolio in Q1 2026, its #44 holding.
Lakeside Advisors first reported a position in Eli Lilly in Q2 2023 and has held it in 12 quarters since.
Lakeside Advisors's Eli Lilly position peaked at $613K in Q2 2024.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Lakeside Advisors's 13F filing for Q1 2026, filed 1 May 2026.