LPL Financial’s Eli Lilly LLY Stock Holding History

LPL Financial’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	$1.38M	Buy	1,500 +900	+150%	+$912K	﹤0.01%	3863
2025 Q4	$645K	Sell	600 -200	-25%	-$191K	﹤0.01%	4488
2025 Q3	$610K	Buy	800 +100	+14%	+$74.4K	﹤0.01%	4461
2025 Q2	$546K	Buy	+700	New	+$544K	﹤0.01%	4302
2025 Q1	–	Sell	-400	Closed	-$309K	–	5450
2024 Q4	$309K	Sell	400 -1,300	-76%	-$1.08M	﹤0.01%	4505
2024 Q3	$1.51M	Buy	1,700 +200	+13%	+$180K	﹤0.01%	3002
2024 Q2	$1.36M	Buy	1,500 +1,447	+2,730%	+$1.16M	﹤0.01%	2960
2024 Q1	$4.12M	Sell	53 -1,047	-95%	-$745K	﹤0.01%	1937
2023 Q4	$641K	Buy	+1,100	New	+$642K	﹤0.01%	3452
2019 Q1	–	Sell	-19,200	Closed	-$2.22M	–	3224
2018 Q4	$2.22M	Buy	+19,200	New	+$2.14M	0.01%	1020

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

LPL Financial's LLY Position: Q1 2026 in Review

LPL Financial increased its Eli Lilly (LLY) stake by 2.1% in Q1 2026, buying an estimated $25.5M and bringing the position to 1,196,696 shares worth $1.1B. The position accounts for 0.29% of the portfolio, ranked #63.

LPL Financial first reported a position in LLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.26B in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

LPL Financial held 1,196,696 shares of Eli Lilly worth $1.1B as of Q1 2026.
LPL Financial bought 25,134 Eli Lilly shares in Q1 2026, an estimated $25.5M.
Eli Lilly made up 0.29% of LPL Financial's portfolio in Q1 2026, its #63 holding.
LPL Financial first reported a position in Eli Lilly in Q2 2013 and has held it in 52 quarters since.
LPL Financial's Eli Lilly position peaked at $1.26B in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.