LGL Partners’s Eli Lilly LLY Stock Holding History

LGL Partners’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	$1.19M	Buy	+1,293	New	+$1.31M	0.49%	22
2025 Q1	–	Sell	-2,027	Closed	-$1.56M	–	88
2024 Q4	$1.56M	Buy	2,027 +22	+1%	+$18.2K	0.23%	37
2024 Q3	$1.78M	Buy	2,005 +20	+1%	+$18K	0.25%	32
2024 Q2	$1.8M	Buy	1,985 +5	+0.3%	+$4K	0.26%	32
2024 Q1	$1.54M	Sell	1,980 -277	-12%	-$197K	0.26%	35
2023 Q4	$1.32M	Hold	2,257	–	–	0.18%	39
2023 Q3	$1.21M	Hold	2,257	–	–	0.21%	39
2023 Q2	$1.06M	Hold	2,257	–	–	0.18%	40
2023 Q1	$775K	Hold	2,257	–	–	0.13%	41
2022 Q4	$826K	Hold	2,257	–	–	0.15%	38
2022 Q3	$730K	Hold	2,257	–	–	0.15%	40
2022 Q2	$732K	Hold	2,257	–	–	0.12%	42
2022 Q1	$646K	Hold	2,257	–	–	0.09%	51
2021 Q4	$623K	Hold	2,257	–	–	0.07%	56
2021 Q3	$521K	Hold	2,257	–	–	0.32%	45
2021 Q2	$518K	Hold	2,257	–	–	0.31%	45
2021 Q1	$422K	Hold	2,257	–	–	0.24%	53
2020 Q4	$381K	Hold	2,257	–	–	0.22%	58
2020 Q3	$334K	Hold	2,257	–	–	0.2%	67
2020 Q2	$371K	Hold	2,257	–	–	0.23%	60
2020 Q1	$313K	Hold	2,257	–	–	0.21%	59
2019 Q4	$297K	Hold	2,257	–	–	0.1%	79
2019 Q3	$252K	Hold	2,257	–	–	0.1%	92
2019 Q2	$250K	Hold	2,257	–	–	0.1%	95
2019 Q1	$293K	Buy	+2,257	New	+$274K	0.11%	84

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

LGL Partners's LLY Position: Q1 2026 in Review

LGL Partners opened a new position in Eli Lilly (LLY) in Q1 2026: 1,293 shares worth $1.19M. The stake represents 0.49% of the portfolio and ranks #22 among its holdings. This is a return to the name: LGL Partners previously reported a position in LLY as recently as Q4 2024.

LGL Partners first reported a position in LLY in Q1 2019 and has held it in 25 quarters since. The position peaked at $1.8M in Q2 2024. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

LGL Partners held 1,293 shares of Eli Lilly worth $1.19M as of Q1 2026.
Eli Lilly was a new LGL Partners position in Q1 2026.
Eli Lilly made up 0.49% of LGL Partners's portfolio in Q1 2026, its #22 holding.
LGL Partners first reported a position in Eli Lilly in Q1 2019 and has held it in 25 quarters since.
LGL Partners's Eli Lilly position peaked at $1.8M in Q2 2024.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on LGL Partners's 13F filing for Q1 2026, filed 14 May 2026.