Luken Investment Analytics’s Eli Lilly LLY Stock Holding History

Luken Investment Analytics’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	$440K	Sell	478 -5	-1%	-$5.07K	0.17%	46
2025 Q4	$519K	Sell	483 -87	-15%	-$83.2K	0.2%	37
2025 Q3	$435K	Hold	570	–	–	0.17%	41
2025 Q2	$444K	Sell	570 -14	-2%	-$10.9K	0.19%	39
2025 Q1	$482K	Buy	584 +14	+2%	+$11.6K	0.23%	34
2024 Q4	$440K	Hold	570	–	–	0.2%	34
2024 Q3	$505K	Hold	570	–	–	0.23%	31
2024 Q2	$516K	Hold	570	–	–	0.26%	34
2024 Q1	$443K	Sell	570 -100	-15%	-$71.2K	0.22%	32
2023 Q4	$391K	Hold	670	–	–	0.21%	34
2023 Q3	$360K	Hold	670	–	–	0.21%	35
2023 Q2	$314K	Hold	670	–	–	0.18%	35
2023 Q1	$230K	Buy	670 +11	+2%	+$3.71K	0.14%	38
2022 Q4	$241K	Buy	+659	New	+$234K	0.15%	35
2020 Q4	$73K	Buy	+435	New	+$64.9K	0.05%	46

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

Luken Investment Analytics's LLY Position: Q1 2026 in Review

Luken Investment Analytics reduced its Eli Lilly (LLY) stake by 1% in Q1 2026, selling an estimated $5.07K and leaving 478 shares worth $440K. The position accounts for 0.17% of the portfolio, ranked #46.

Luken Investment Analytics first reported a position in LLY in Q4 2020 and has held it in 15 quarters since. The position peaked at $519K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Luken Investment Analytics held 478 shares of Eli Lilly worth $440K as of Q1 2026.
Luken Investment Analytics sold 5 Eli Lilly shares in Q1 2026, an estimated $5.07K.
Eli Lilly made up 0.17% of Luken Investment Analytics's portfolio in Q1 2026, its #46 holding.
Luken Investment Analytics first reported a position in Eli Lilly in Q4 2020 and has held it in 15 quarters since.
Luken Investment Analytics's Eli Lilly position peaked at $519K in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

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