Lavelle Capital’s Eli Lilly LLY Stock Holding History

Lavelle Capital’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	-197	Closed	-$212K	–	82
2025 Q4	$212K	Buy	+197	New	+$188K	0.13%	84

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Lavelle Capital's LLY Position: Q1 2026 in Review

Lavelle Capital sold out of Eli Lilly (LLY) in Q1 2026, closing a stake of 197 shares — an estimated $212K sold.

Lavelle Capital first reported a position in LLY in Q4 2025 and held it in 1 quarter. The position peaked at $212K in Q4 2025. 4,389 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Lavelle Capital reported no remaining Eli Lilly position as of Q1 2026 after selling out during the quarter.
Lavelle Capital sold 197 Eli Lilly shares in Q1 2026, an estimated $212K.
Lavelle Capital first reported a position in Eli Lilly in Q4 2025 and held it in 1 quarter.
Lavelle Capital's Eli Lilly position peaked at $212K in Q4 2025.
4,389 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Lavelle Capital's 13F filing for Q1 2026, filed 28 May 2026.