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Legacy Bridge’s Eli Lilly LLY Stock Holding History

Legacy Bridge’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 		$3.66M Buy
3,976
+114
+3% +$116K 1.39% 15
2025
Q4 		$4.15M Buy
3,862
+172
+5% +$164K 1.68% 12
2025
Q3 		$2.82M Buy
3,690
+79
+2% +$58.8K 1.17% 20
2025
Q2 		$2.81M Buy
3,611
+148
+4% +$115K 1.34% 17
2025
Q1 		$2.86M Buy
3,463
+75
+2% +$62.4K 1.6% 11
2024
Q4 		$2.62M Sell
3,388
-19
-0.6% -$15.7K 1.36% 13
2024
Q3 		$3.02M Sell
3,407
-55
-2% -$49.4K 1.63% 9
2024
Q2 		$3.13M Sell
3,462
-828
-19% -$662K 1.85% 7
2024
Q1 		$3.34M Sell
4,290
-1,023
-19% -$728K 1.95% 6
2023
Q4 		$3.1M Hold
5,313
– – 2.01% 4
2023
Q3 		$2.85M Hold
5,313
– – 2.03% 3
2023
Q2 		$2.49M Buy
5,313
+1,280
+32% +$537K 1.66% 5
2023
Q1 		$1.39M Buy
4,033
+50
+1% +$16.9K 0.97% 32
2022
Q4 		$1.46M Buy
3,983
+3,918
+6,028% +$1.39M 1.04% 25
2022
Q3 		$21K Hold
65
– – 0.02% 214
2022
Q2 		$21K Hold
65
– – 0.02% 219
2022
Q1 		$19K Sell
65
-45
-41% -$11.6K 0.01% 233
2021
Q4 		$30K Hold
110
– – 0.02% 227
2021
Q3 		$25K Buy
110
+45
+69% +$11.1K 0.01% 226
2021
Q2 		$15K Hold
65
– – 0.01% 249
2021
Q1 		$12K Hold
65
– – 0.01% 257
2020
Q4 		$11K Hold
65
– – 0.01% 255
2020
Q3 		$10K Hold
65
– – 0.01% 246
2020
Q2 		$11K Hold
65
– – 0.01% 243
2020
Q1 		$9K Hold
65
– – 0.01% 242
2019
Q4 		$9K Hold
65
– – 0.01% 259
2019
Q3 		$7K Hold
65
– – 0.01% 263
2019
Q2 		$7K Hold
65
– – 0.01% 283
2019
Q1 		$8K Hold
65
– – 0.01% 279
2018
Q4 		$8K Buy
+65
New +$7.26K 0.01% 208

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

Legacy Bridge's LLY Position: Q1 2026 in Review

Legacy Bridge increased its Eli Lilly (LLY) stake by 3% in Q1 2026, buying an estimated $116K and bringing the position to 3,976 shares worth $3.66M. The position accounts for 1.39% of the portfolio, ranked #15.

Legacy Bridge first reported a position in LLY in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.15M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Legacy Bridge held 3,976 shares of Eli Lilly worth $3.66M as of Q1 2026.
  • Legacy Bridge bought 114 Eli Lilly shares in Q1 2026, an estimated $116K.
  • Eli Lilly made up 1.39% of Legacy Bridge's portfolio in Q1 2026, its #15 holding.
  • Legacy Bridge first reported a position in Eli Lilly in Q4 2018 and has held it in 30 quarters since.
  • Legacy Bridge's Eli Lilly position peaked at $4.15M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.