M. Kulyk & Associates’s Eli Lilly LLY Stock Holding History

M. Kulyk & Associates’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	$2.92M	Buy	3,170 +2,948	+1,328%	+$2.99M	0.54%	43
2025 Q4	$239K	Buy	+222	New	+$212K	0.05%	96
2024 Q4	–	Sell	-333	Closed	-$295K	–	113
2024 Q3	$295K	Buy	333 +2	+0.6%	+$1.8K	0.06%	91
2024 Q2	$300K	Sell	331 -120	-27%	-$96K	0.07%	87
2024 Q1	$351K	Sell	451 -2	-0.4%	-$1.42K	0.08%	79
2023 Q4	$264K	Sell	453 -5	-1%	-$2.92K	0.06%	91
2023 Q3	$246K	Buy	458 +7	+2%	+$3.61K	0.07%	86
2023 Q2	$212K	Buy	+451	New	+$189K	0.06%	106
2022 Q4	–	Sell	-969	Closed	-$313K	–	103
2022 Q3	$313K	Sell	969 -316	-25%	-$100K	0.11%	80
2022 Q2	$417K	Hold	1,285	–	–	0.13%	71
2022 Q1	$368K	Buy	1,285 +25	+2%	+$6.43K	0.1%	77
2021 Q4	$348K	Buy	+1,260	New	+$319K	0.09%	69

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

M. Kulyk & Associates's LLY Position: Q1 2026 in Review

M. Kulyk & Associates increased its Eli Lilly (LLY) stake by 1,328% in Q1 2026, buying an estimated $2.99M and bringing the position to 3,170 shares worth $2.92M. The position accounts for 0.54% of the portfolio, ranked #43.

M. Kulyk & Associates first reported a position in LLY in Q4 2021 and has held it in 12 quarters since. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

M. Kulyk & Associates held 3,170 shares of Eli Lilly worth $2.92M as of Q1 2026.
M. Kulyk & Associates bought 2,948 Eli Lilly shares in Q1 2026, an estimated $2.99M.
Eli Lilly made up 0.54% of M. Kulyk & Associates's portfolio in Q1 2026, its #43 holding.
M. Kulyk & Associates first reported a position in Eli Lilly in Q4 2021 and has held it in 12 quarters since.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on M. Kulyk & Associates's 13F filing for Q1 2026, filed 6 May 2026.