MAI Capital Management’s Eli Lilly LLY Stock Holding History

MAI Capital Management’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	–	Hold	0	–	–	–	642
2025 Q4	–	Hold	0	–	–	–	580
2025 Q3	–	Hold	0	–	–	–	635
2025 Q2	–	Hold	0	–	–	–	369
2025 Q1	–	Hold	0	–	–	–	330
2024 Q4	–	Sell	-4,400	Closed	-$3.64M	–	340
2024 Q3	$3.9M	Hold	4,400	–	–	0.04%	289
2024 Q2	$3.98M	Sell	4,400 -400	-8%	-$320K	0.04%	291
2024 Q1	$3.73M	Buy	4,800 +2,700	+129%	+$1.92M	0.04%	292
2023 Q4	$1.22M	Hold	2,100	–	–	0.02%	420
2023 Q3	$1.13M	Hold	2,100	–	–	0.02%	407
2023 Q2	$985K	Hold	2,100	–	–	0.01%	438
2023 Q1	$721K	Hold	2,100	–	–	0.01%	517
2022 Q4	$768K	Sell	2,100 -100	-5%	-$35.5K	0.01%	481
2022 Q3	$711K	Hold	2,200	–	–	0.01%	455
2022 Q2	$713K	Buy	+2,200	New	+$660K	0.01%	457

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

MAI Capital Management's LLY Position: Q1 2026 in Review

MAI Capital Management increased its Eli Lilly (LLY) stake by 5.2% in Q1 2026, buying an estimated $4.83M and bringing the position to 96,089 shares worth $88.4M. The position accounts for 0.5% of the portfolio, ranked #40.

MAI Capital Management first reported a position in LLY in Q2 2013 and has held it in 51 quarters since. The position peaked at $98.1M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

MAI Capital Management held 96,089 shares of Eli Lilly worth $88.4M as of Q1 2026.
MAI Capital Management bought 4,767 Eli Lilly shares in Q1 2026, an estimated $4.83M.
Eli Lilly made up 0.5% of MAI Capital Management's portfolio in Q1 2026, its #40 holding.
MAI Capital Management first reported a position in Eli Lilly in Q2 2013 and has held it in 51 quarters since.
MAI Capital Management's Eli Lilly position peaked at $98.1M in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.