M3 Advisory Group’s Eli Lilly LLY Stock Holding History

M3 Advisory 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	$766K	Buy	833 +22	+3%	+$22.3K	0.47%	42
2025 Q4	$872K	Buy	811 +87	+12%	+$83.2K	0.53%	39
2025 Q3	$552K	Buy	724 +88	+14%	+$65.5K	0.34%	57
2025 Q2	$496K	Buy	636 +30	+5%	+$23.3K	0.34%	59
2025 Q1	$501K	Buy	606 +46	+8%	+$38.3K	0.4%	53
2024 Q4	$432K	Sell	560 -50	-8%	-$41.4K	0.31%	68
2024 Q3	$540K	Sell	610 -92	-13%	-$82.7K	0.4%	56
2024 Q2	$635K	Buy	702 +145	+26%	+$116K	0.52%	43
2024 Q1	$433K	Buy	557 +170	+44%	+$121K	0.39%	59
2023 Q4	$226K	Buy	+387	New	+$226K	0.26%	90

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

M3 Advisory Group's LLY Position: Q1 2026 in Review

M3 Advisory Group increased its Eli Lilly (LLY) stake by 2.7% in Q1 2026, buying an estimated $22.3K and bringing the position to 833 shares worth $766K. The position accounts for 0.47% of the portfolio, ranked #42.

M3 Advisory Group first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $872K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

M3 Advisory Group held 833 shares of Eli Lilly worth $766K as of Q1 2026.
M3 Advisory Group bought 22 Eli Lilly shares in Q1 2026, an estimated $22.3K.
Eli Lilly made up 0.47% of M3 Advisory Group's portfolio in Q1 2026, its #42 holding.
M3 Advisory Group first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
M3 Advisory Group's Eli Lilly position peaked at $872K in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.