Legato Capital Management’s Eli Lilly LLY Stock Holding History

Legato Capital 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	$3.89M	Buy	4,229 +825	+24%	+$836K	0.35%	58
2025 Q4	$3.66M	Buy	3,404 +2,516	+283%	+$2.41M	0.31%	57
2025 Q3	$678K	Hold	888	–	–	0.07%	390
2025 Q2	$692K	Sell	888 -566	-39%	-$440K	0.08%	373
2025 Q1	$1.2M	Hold	1,454	–	–	0.16%	201
2024 Q4	$1.12M	Sell	1,454 -1,623	-53%	-$1.34M	0.15%	261
2024 Q3	$2.73M	Hold	3,077	–	–	0.34%	60
2024 Q2	$2.79M	Sell	3,077 -1,042	-25%	-$834K	0.38%	51
2024 Q1	$3.2M	Hold	4,119	–	–	0.39%	54
2023 Q4	$2.4M	Hold	4,119	–	–	0.31%	80
2023 Q3	$2.21M	Sell	4,119 -2,402	-37%	-$1.24M	0.32%	75
2023 Q2	$3.06M	Hold	6,521	–	–	0.41%	50
2023 Q1	$2.24M	Hold	6,521	–	–	0.41%	54
2022 Q4	$2.39M	Buy	+6,521	New	+$2.31M	0.46%	40

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

Legato Capital Management's LLY Position: Q1 2026 in Review

Legato Capital Management increased its Eli Lilly (LLY) stake by 24% in Q1 2026, buying an estimated $836K and bringing the position to 4,229 shares worth $3.89M. The position accounts for 0.35% of the portfolio, ranked #58.

Legato Capital Management first reported a position in LLY in Q4 2022 and has held it in 14 quarters since. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Legato Capital Management held 4,229 shares of Eli Lilly worth $3.89M as of Q1 2026.
Legato Capital Management bought 825 Eli Lilly shares in Q1 2026, an estimated $836K.
Eli Lilly made up 0.35% of Legato Capital Management's portfolio in Q1 2026, its #58 holding.
Legato Capital Management first reported a position in Eli Lilly in Q4 2022 and has held it in 14 quarters since.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Legato Capital Management's 13F filing for Q1 2026, filed 14 May 2026.