Marshall Investment Management’s Eli Lilly LLY Stock Holding History

Marshall Investment 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	$3.63M	Buy	3,944 +161	+4%	+$163K	1.74%	20
2025 Q4	$4.07M	Buy	3,783 +407	+12%	+$389K	2.04%	16
2025 Q3	$2.58M	Buy	+3,376	New	+$2.51M	1.36%	26
2025 Q2	–	Sell	-3,399	Closed	-$2.81M	–	130
2025 Q1	$2.81M	Buy	3,399 +140	+4%	+$116K	1.74%	21
2024 Q4	$2.89M	Buy	+3,259	New	+$2.7M	1.7%	23

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

Marshall Investment Management's LLY Position: Q1 2026 in Review

Marshall Investment Management increased its Eli Lilly (LLY) stake by 4.3% in Q1 2026, buying an estimated $163K and bringing the position to 3,944 shares worth $3.63M. The position accounts for 1.74% of the portfolio, ranked #20.

Marshall Investment Management first reported a position in LLY in Q4 2024 and has held it in 5 quarters since. The position peaked at $4.07M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Marshall Investment Management held 3,944 shares of Eli Lilly worth $3.63M as of Q1 2026.
Marshall Investment Management bought 161 Eli Lilly shares in Q1 2026, an estimated $163K.
Eli Lilly made up 1.74% of Marshall Investment Management's portfolio in Q1 2026, its #20 holding.
Marshall Investment Management first reported a position in Eli Lilly in Q4 2024 and has held it in 5 quarters since.
Marshall Investment Management's Eli Lilly position peaked at $4.07M in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.