Legacy Capital Group California’s Eli Lilly LLY Stock Holding History

Legacy Capital Group California’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	-290	Closed	-$312K	–	324
2025 Q4	$312K	Sell	290 -6	-2%	-$5.74K	0.08%	283
2025 Q3	$226K	Buy	+296	New	+$220K	0.06%	317
2025 Q1	–	Sell	-633	Closed	-$489K	–	339
2024 Q4	$489K	Sell	633 -1,219	-66%	-$1.01M	0.15%	181
2024 Q3	$1.64M	Sell	1,852 -1	-0.1%	-$899	0.55%	34
2024 Q2	$1.68M	Sell	1,853 -39	-2%	-$31.2K	0.6%	35
2024 Q1	$1.47M	Buy	1,892 +32	+2%	+$22.8K	0.54%	40
2023 Q4	$1.08M	Buy	+1,860	New	+$1.09M	0.42%	52
2023 Q2	–	Sell	-1,427	Closed	-$490K	–	282
2023 Q1	$490K	Buy	+1,427	New	+$481K	0.24%	124

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

Legacy Capital Group California's LLY Position: Q1 2026 in Review

Legacy Capital Group California sold out of Eli Lilly (LLY) in Q1 2026, closing a stake of 290 shares — an estimated $312K sold.

Legacy Capital Group California first reported a position in LLY in Q1 2023 and held it in 8 quarters. The position peaked at $1.68M in Q2 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Legacy Capital Group California reported no remaining Eli Lilly position as of Q1 2026 after selling out during the quarter.
Legacy Capital Group California sold 290 Eli Lilly shares in Q1 2026, an estimated $312K.
Legacy Capital Group California first reported a position in Eli Lilly in Q1 2023 and held it in 8 quarters.
Legacy Capital Group California's Eli Lilly position peaked at $1.68M in Q2 2024.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.