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
2026 Q1	$5.98M	Hold	6,500	–	–	0.02%	420
2025 Q4	$6.99M	Hold	6,500	–	–	0.02%	383
2025 Q3	$4.96M	Hold	6,500	–	–	0.02%	445
2025 Q2	$5.07M	Buy	6,500 +1,700	+35%	+$1.32M	0.02%	369
2025 Q1	$3.96M	Hold	4,800	–	–	0.02%	394
2024 Q4	$3.71M	Buy	4,800 +2,300	+92%	+$1.9M	0.02%	391
2024 Q3	$2.21M	Sell	2,500 -1,600	-39%	-$1.44M	0.01%	449
2024 Q2	$3.71M	Buy	4,100 +1,600	+64%	+$1.28M	0.02%	328
2024 Q1	$1.94M	Buy	2,500 +300	+14%	+$214K	0.01%	435
2023 Q4	$1.28M	Buy	2,200 +600	+38%	+$350K	0.01%	528
2023 Q3	$859K	Buy	1,600 +500	+45%	+$258K	0.01%	586
2023 Q2	$516K	Buy	1,100 +700	+175%	+$294K	﹤0.01%	727
2023 Q1	$137K	Hold	400	–	–	﹤0.01%	1058
2022 Q4	$146K	Buy	+400	New	+$142K	﹤0.01%	937

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

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.