LBMC Investment Advisors’s Eli Lilly LLY Stock Holding History

LBMC Investment 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	$3.21M	Buy	3,494 +24	+0.7%	+$24.3K	0.2%	58
2025 Q4	$3.73M	Hold	3,470	–	–	0.23%	54
2025 Q3	$2.65M	Buy	3,470 +1,670	+93%	+$1.24M	0.17%	65
2025 Q2	$1.4M	Hold	1,800	–	–	0.1%	79
2025 Q1	$1.49M	Hold	1,800	–	–	0.12%	67
2024 Q4	$1.39M	Hold	1,800	–	–	0.11%	69
2024 Q3	$1.59M	Hold	1,800	–	–	0.13%	60
2024 Q2	$1.63M	Hold	1,800	–	–	0.14%	58
2024 Q1	$1.4M	Hold	1,800	–	–	0.12%	61
2023 Q4	$1.05M	Hold	1,800	–	–	0.1%	57
2023 Q3	$945K	Hold	1,800	–	–	0.1%	58
2023 Q2	$844K	Hold	1,800	–	–	0.08%	69
2023 Q1	$618K	Hold	1,800	–	–	0.06%	82
2022 Q4	$659K	Sell	1,800 -53	-3%	-$18.8K	0.07%	74
2022 Q3	$599K	Hold	1,853	–	–	0.07%	68
2022 Q2	$601K	Hold	1,853	–	–	0.07%	70
2022 Q1	$531K	Sell	1,853 -7	-0.4%	-$1.8K	0.05%	91
2021 Q4	$514K	Sell	1,860 -3,432	-65%	-$870K	0.04%	90
2021 Q3	$430	Buy	5,292 +3,492	+194%	+$862K	0.04%	101
2021 Q2	$413K	Buy	+1,800	New	+$362K	0.04%	102

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

LBMC Investment Advisors's LLY Position: Q1 2026 in Review

LBMC Investment Advisors increased its Eli Lilly (LLY) stake by 0.69% in Q1 2026, buying an estimated $24.3K and bringing the position to 3,494 shares worth $3.21M. The position accounts for 0.2% of the portfolio, ranked #58.

LBMC Investment Advisors first reported a position in LLY in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.73M in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

LBMC Investment Advisors held 3,494 shares of Eli Lilly worth $3.21M as of Q1 2026.
LBMC Investment Advisors bought 24 Eli Lilly shares in Q1 2026, an estimated $24.3K.
Eli Lilly made up 0.2% of LBMC Investment Advisors's portfolio in Q1 2026, its #58 holding.
LBMC Investment Advisors first reported a position in Eli Lilly in Q2 2021 and has held it in 20 quarters since.
LBMC Investment Advisors's Eli Lilly position peaked at $3.73M in Q4 2025.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on LBMC Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.