Lodestar Private Asset Management’s Eli Lilly LLY Stock Holding History

Lodestar Private Asset 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	$879K	Sell	956 -62	-6%	-$62.9K	0.09%	111
2025 Q4	$1.09M	Hold	1,018	–	–	0.11%	96
2025 Q3	$777K	Buy	1,018 +254	+33%	+$189K	0.08%	119
2025 Q2	$595K	Sell	764 -48	-6%	-$37.3K	0.07%	130
2025 Q1	$670K	Sell	812 -22	-3%	-$18.3K	0.08%	120
2024 Q4	$644K	Sell	834 -169	-17%	-$140K	0.08%	124
2024 Q3	$888K	Buy	1,003 +150	+18%	+$135K	0.11%	107
2024 Q2	$772K	Sell	853 -1	-0.1%	-$800	0.11%	108
2024 Q1	$664K	Buy	854 +85	+11%	+$60.5K	0.09%	119
2023 Q4	$448K	Sell	769 -42	-5%	-$24.5K	0.07%	132
2023 Q3	$435K	Buy	811 +17	+2%	+$8.76K	0.07%	129
2023 Q2	$372K	Buy	794 +88	+12%	+$36.9K	0.06%	146
2023 Q1	$243K	Buy	706 +1	+0.1%	+$337	0.04%	174
2022 Q4	$258K	Buy	+705	New	+$250K	0.05%	169

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

Lodestar Private Asset Management's LLY Position: Q1 2026 in Review

Lodestar Private Asset Management reduced its Eli Lilly (LLY) stake by 6.1% in Q1 2026, selling an estimated $62.9K and leaving 956 shares worth $879K. The position accounts for 0.09% of the portfolio, ranked #111.

Lodestar Private Asset Management first reported a position in LLY in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.09M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Lodestar Private Asset Management held 956 shares of Eli Lilly worth $879K as of Q1 2026.
Lodestar Private Asset Management sold 62 Eli Lilly shares in Q1 2026, an estimated $62.9K.
Eli Lilly made up 0.09% of Lodestar Private Asset Management's portfolio in Q1 2026, its #111 holding.
Lodestar Private Asset Management first reported a position in Eli Lilly in Q4 2022 and has held it in 14 quarters since.
Lodestar Private Asset Management's Eli Lilly position peaked at $1.09M in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.