Longfellow Investment Management’s Eli Lilly LLY Stock Holding History

Longfellow Investment 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	$13.8K	Hold	15	–	–	﹤0.01%	161
2025 Q4	$16.1K	Hold	15	–	–	﹤0.01%	162
2025 Q3	$11.4K	Buy	15 +6	+67%	+$4.46K	﹤0.01%	180
2025 Q2	$7.02K	Buy	9 +4	+80%	+$3.11K	﹤0.01%	184
2025 Q1	$4.13K	Hold	5	–	–	﹤0.01%	200
2024 Q4	$3.86K	Hold	5	–	–	﹤0.01%	208
2024 Q3	$4.43K	Hold	5	–	–	﹤0.01%	196
2024 Q2	$4.53K	Hold	5	–	–	﹤0.01%	187
2024 Q1	$3.89K	Hold	5	–	–	﹤0.01%	207
2023 Q4	$2.92K	Hold	5	–	–	﹤0.01%	193
2023 Q3	$2.69K	Hold	5	–	–	﹤0.01%	183
2023 Q2	$2.35K	Hold	5	–	–	﹤0.01%	212
2023 Q1	$1.72K	Hold	5	–	–	﹤0.01%	223
2022 Q4	$1.83K	Sell	5 -8	-62%	-$2.84K	﹤0.01%	225
2022 Q3	$4K	Hold	13	–	–	﹤0.01%	259
2022 Q2	$5K	Hold	13	–	–	﹤0.01%	268
2022 Q1	$4K	Hold	13	–	–	﹤0.01%	306
2021 Q4	$4K	Sell	13 -5	-28%	-$1.27K	﹤0.01%	316
2021 Q3	$5K	Hold	18	–	–	﹤0.01%	335
2021 Q2	$5K	Sell	18 -8,480	-100%	-$1.7M	﹤0.01%	350
2021 Q1	$1.59M	Sell	8,498 -5,103	-38%	-$998K	0.19%	131
2020 Q4	$2.3M	Buy	+13,601	New	+$2.03M	0.28%	87

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

Longfellow Investment Management's LLY Position: Q1 2026 in Review

Longfellow Investment Management held its Eli Lilly (LLY) position steady in Q1 2026 at 15 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #161.

Longfellow Investment Management first reported a position in LLY in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.3M in Q4 2020. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Longfellow Investment Management held 15 shares of Eli Lilly worth $13.8K as of Q1 2026.
Longfellow Investment Management left its Eli Lilly share count unchanged in Q1 2026.
Eli Lilly made up ﹤0.01% of Longfellow Investment Management's portfolio in Q1 2026, its #161 holding.
Longfellow Investment Management first reported a position in Eli Lilly in Q4 2020 and has held it in 22 quarters since.
Longfellow Investment Management's Eli Lilly position peaked at $2.3M in Q4 2020.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Longfellow Investment Management's 13F filing for Q1 2026, filed 12 May 2026.