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Marathon Capital Management’s Eli Lilly LLY Stock Holding History

Marathon 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 		$2.34M Sell
2,545
-3
-0.1% -$3.04K 0.53% 49
2025
Q4 		$2.74M Sell
2,548
-35
-1% -$33.5K 0.59% 46
2025
Q3 		$1.97M Buy
2,583
+7
+0.3% +$5.21K 0.45% 48
2025
Q2 		$2.01M Buy
2,576
+450
+21% +$350K 0.51% 49
2025
Q1 		$1.76M Sell
2,126
-180
-8% -$150K 0.47% 50
2024
Q4 		$1.78M Sell
2,306
-69
-3% -$57.1K 0.44% 48
2024
Q3 		$2.1M Sell
2,375
-55
-2% -$49.4K 0.51% 49
2024
Q2 		$2.2M Hold
2,430
– – 0.56% 45
2024
Q1 		$1.89M Sell
2,430
-130
-5% -$92.5K 0.45% 52
2023
Q4 		$1.49M Sell
2,560
-30
-1% -$17.5K 0.38% 62
2023
Q3 		$1.39M Hold
2,590
– – 0.35% 62
2023
Q2 		$1.21M Sell
2,590
-106
-4% -$44.5K 0.3% 66
2023
Q1 		$926K Hold
2,696
– – 0.23% 73
2022
Q4 		$986K Sell
2,696
-41
-1% -$14.5K 0.27% 64
2022
Q3 		$885K Hold
2,737
– – 0.25% 72
2022
Q2 		$887K Buy
+2,737
New +$822K 0.29% 65
2022
Q1 		– Sell
-2,737
Closed -$756K – 131
2021
Q4 		$756K Sell
2,737
-951
-26% -$241K 0.18% 81
2021
Q3 		$853K Buy
3,688
+961
+35% +$237K 0.19% 73
2021
Q2 		$625K Sell
2,727
-100
-4% -$20.1K 0.14% 84
2021
Q1 		$528K Hold
2,827
– – 0.14% 88
2020
Q4 		$477K Buy
2,827
+30
+1% +$4.48K 0.14% 84
2020
Q3 		$414K Sell
2,797
-103
-4% -$15.9K 0.15% 83
2020
Q2 		$476K Hold
2,900
– – 0.18% 68
2020
Q1 		$402K Hold
2,900
– – 0.18% 66
2019
Q4 		$381K Buy
+2,900
New +$336K 0.13% 95

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

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

Marathon Capital Management reduced its Eli Lilly (LLY) stake by 0.12% in Q1 2026, selling an estimated $3.04K and leaving 2,545 shares worth $2.34M. The position accounts for 0.53% of the portfolio, ranked #49.

Marathon Capital Management first reported a position in LLY in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.74M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Marathon Capital Management held 2,545 shares of Eli Lilly worth $2.34M as of Q1 2026.
  • Marathon Capital Management sold 3 Eli Lilly shares in Q1 2026, an estimated $3.04K.
  • Eli Lilly made up 0.53% of Marathon Capital Management's portfolio in Q1 2026, its #49 holding.
  • Marathon Capital Management first reported a position in Eli Lilly in Q4 2019 and has held it in 25 quarters since.
  • Marathon Capital Management's Eli Lilly position peaked at $2.74M in Q4 2025.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Marathon Capital Management's 13F filing for Q1 2026, filed 14 May 2026.