Luts & Greenleigh Group’s Eli Lilly LLY Stock Holding History

Luts & Greenleigh Group’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	$927K	Sell	1,008 -25	-2%	-$25.3K	0.73%	30
2025 Q4	$1.11M	Buy	1,033 +42	+4%	+$40.2K	0.94%	28
2025 Q3	$756K	Sell	991 -53	-5%	-$39.4K	0.68%	33
2025 Q2	$814K	Sell	1,044 -20	-2%	-$15.5K	0.78%	28
2025 Q1	$879K	Buy	1,064 +79	+8%	+$65.7K	0.87%	24
2024 Q4	$760K	Buy	985 +52	+6%	+$43.1K	0.75%	31
2024 Q3	$827K	Buy	933 +36	+4%	+$32.4K	0.79%	27
2024 Q2	$812K	Buy	+897	New	+$718K	0.84%	26
2023 Q4	$329K	Buy	565 +65	+13%	+$37.9K	0.42%	43
2023 Q3	$268K	Buy	+500	New	+$258K	0.33%	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

Luts & Greenleigh Group's LLY Position: Q1 2026 in Review

Luts & Greenleigh Group reduced its Eli Lilly (LLY) stake by 2.4% in Q1 2026, selling an estimated $25.3K and leaving 1,008 shares worth $927K. The position accounts for 0.73% of the portfolio, ranked #30.

Luts & Greenleigh Group first reported a position in LLY in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.11M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Luts & Greenleigh Group held 1,008 shares of Eli Lilly worth $927K as of Q1 2026.
Luts & Greenleigh Group sold 25 Eli Lilly shares in Q1 2026, an estimated $25.3K.
Eli Lilly made up 0.73% of Luts & Greenleigh Group's portfolio in Q1 2026, its #30 holding.
Luts & Greenleigh Group first reported a position in Eli Lilly in Q3 2023 and has held it in 10 quarters since.
Luts & Greenleigh Group's Eli Lilly position peaked at $1.11M in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Luts & Greenleigh Group's 13F filing for Q1 2026, filed 5 May 2026.