LIA
LLY icon

Lynx Investment Advisory’s Eli Lilly LLY Stock Holding History

Lynx Investment Advisory’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 		– Sell
-227
Closed -$244K – 192
2025
Q4 		$244K Buy
+227
New +$217K 0.13% 149
2024
Q3 		– Sell
-35
Closed -$31.8K – 486
2024
Q2 		$31.8K Buy
+35
New +$28K 0.02% 286

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
BlackRock
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Lynx Investment Advisory's LLY Position: Q1 2026 in Review

Lynx Investment Advisory sold out of Eli Lilly (LLY) in Q1 2026, closing a stake of 227 shares — an estimated $244K sold.

Lynx Investment Advisory first reported a position in LLY in Q2 2024 and held it in 2 quarters. The position peaked at $244K in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Lynx Investment Advisory reported no remaining Eli Lilly position as of Q1 2026 after selling out during the quarter.
  • Lynx Investment Advisory sold 227 Eli Lilly shares in Q1 2026, an estimated $244K.
  • Lynx Investment Advisory first reported a position in Eli Lilly in Q2 2024 and held it in 2 quarters.
  • Lynx Investment Advisory's Eli Lilly position peaked at $244K in Q4 2025.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Lynx Investment Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.