Lido Advisors
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Lido Advisors’s Eli Lilly LLY Stock Holding History

Lido 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
2024
Q4 		– Sell
-100
Closed -$88.6K – 1554
2024
Q3 		$88.6K Hold
100
– – ﹤0.01% 1404
2024
Q2 		$90.5K Hold
100
– – ﹤0.01% 1348
2024
Q1 		$77.8K Hold
100
– – ﹤0.01% 1331
2023
Q4 		$58.3K Buy
+100
New +$58.4K ﹤0.01% 1310

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

Lido Advisors's LLY Position: Q1 2026 in Review

Lido Advisors reduced its Eli Lilly (LLY) stake by 17% in Q1 2026, selling an estimated $22.1M and leaving 108,867 shares worth $100M. The position accounts for 0.31% of the portfolio, ranked #53.

Lido Advisors first reported a position in LLY in Q1 2016 and has held it in 34 quarters since. The position peaked at $113M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Lido Advisors held 108,867 shares of Eli Lilly worth $100M as of Q1 2026.
  • Lido Advisors sold 21,808 Eli Lilly shares in Q1 2026, an estimated $22.1M.
  • Eli Lilly made up 0.31% of Lido Advisors's portfolio in Q1 2026, its #53 holding.
  • Lido Advisors first reported a position in Eli Lilly in Q1 2016 and has held it in 34 quarters since.
  • Lido Advisors's Eli Lilly position peaked at $113M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.