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Lathrop Investment Management’s Eli Lilly LLY Stock Holding History

Lathrop Investment Management’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 		$964K Sell
1,048
-160
-13% -$162K 0.18% 50
2025
Q4 		$1.3M Sell
1,208
-10
-0.8% -$9.56K 0.24% 46
2025
Q3 		$929K Sell
1,218
-10
-0.8% -$7.44K 0.17% 49
2025
Q2 		$957K Buy
1,228
+80
+7% +$62.2K 0.18% 49
2025
Q1 		$948K Sell
1,148
-133
-10% -$111K 0.19% 50
2024
Q4 		$989K Sell
1,281
-23
-2% -$19K 0.19% 50
2024
Q3 		$1.16M Hold
1,304
– – 0.21% 48
2024
Q2 		$1.18M Sell
1,304
-12
-0.9% -$9.6K 0.23% 47
2024
Q1 		$1.02M Sell
1,316
-160
-11% -$114K 0.2% 47
2023
Q4 		$860K Hold
1,476
– – 0.18% 46
2023
Q3 		$793K Buy
1,476
+18
+1% +$9.28K 0.17% 48
2023
Q2 		$684K Buy
1,458
+22
+2% +$9.23K 0.14% 50
2023
Q1 		$493K Hold
1,436
– – 0.1% 57
2022
Q4 		$525K Hold
1,436
– – 0.12% 57
2022
Q3 		$464K Hold
1,436
– – 0.12% 51
2022
Q2 		$466K Hold
1,436
– – 0.12% 52
2022
Q1 		$411K Hold
1,436
– – 0.09% 53
2021
Q4 		$397K Hold
1,436
– – 0.08% 54
2021
Q3 		$332K Hold
1,436
– – 0.07% 53
2021
Q2 		$330K Hold
1,436
– – 0.07% 55
2021
Q1 		$268K Sell
1,436
-20
-1% -$3.91K 0.06% 63
2020
Q4 		$246K Buy
1,456
+20
+1% +$2.99K 0.06% 66
2020
Q3 		$213K Hold
1,436
– – 0.06% 67
2020
Q2 		$236K Buy
+1,436
New +$220K 0.07% 62
2019
Q2 		– Sell
-1,636
Closed -$212K – 63
2019
Q1 		$212K Buy
+1,636
New +$199K 0.06% 62

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

Lathrop Investment Management's LLY Position: Q1 2026 in Review

Lathrop Investment Management reduced its Eli Lilly (LLY) stake by 13% in Q1 2026, selling an estimated $162K and leaving 1,048 shares worth $964K. The position accounts for 0.18% of the portfolio, ranked #50.

Lathrop Investment Management first reported a position in LLY in Q1 2019 and has held it in 25 quarters since. The position peaked at $1.3M in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Lathrop Investment Management held 1,048 shares of Eli Lilly worth $964K as of Q1 2026.
  • Lathrop Investment Management sold 160 Eli Lilly shares in Q1 2026, an estimated $162K.
  • Eli Lilly made up 0.18% of Lathrop Investment Management's portfolio in Q1 2026, its #50 holding.
  • Lathrop Investment Management first reported a position in Eli Lilly in Q1 2019 and has held it in 25 quarters since.
  • Lathrop Investment Management's Eli Lilly position peaked at $1.3M in Q4 2025.
  • 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Lathrop Investment Management's 13F filing for Q1 2026, filed 12 May 2026.