Marshall Wace’s Eli Lilly LLY Stock Holding History

Marshall Wace’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	$2.3M	Sell	2,500 -13,000	-84%	-$13.2M	﹤0.01%	1707
2025 Q4	$16.7M	Buy	15,500 +3,200	+26%	+$3.06M	0.02%	693
2025 Q3	$9.38M	Buy	12,300 +8,400	+215%	+$6.25M	0.01%	935
2025 Q2	$3.04M	Buy	+3,900	New	+$3.03M	﹤0.01%	1370
2025 Q1	–	Sell	-500	Closed	-$386K	–	2890
2024 Q4	$386K	Sell	500 -2,100	-81%	-$1.74M	﹤0.01%	2141
2024 Q3	$2.3M	Buy	2,600 +2,300	+767%	+$2.07M	﹤0.01%	1314
2024 Q2	$272K	Sell	300 -400	-57%	-$320K	﹤0.01%	2193
2024 Q1	$535K	Sell	700 -200	-22%	-$142K	﹤0.01%	1905
2023 Q4	$525K	Sell	900 -7,200	-89%	-$4.2M	﹤0.01%	1704
2023 Q3	$4.35M	Buy	8,100 +5,600	+224%	+$2.89M	0.01%	927
2023 Q2	$1.17M	Buy	+2,500	New	+$1.05M	﹤0.01%	1644
2021 Q3	–	Sell	-1,900	Closed	-$436K	–	3253
2021 Q2	$436K	Buy	+1,900	New	+$382K	﹤0.01%	2192

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

Marshall Wace's LLY Position: Q1 2026 in Review

Marshall Wace reduced its Eli Lilly (LLY) stake by 52% in Q1 2026, selling an estimated $641M and leaving 576,174 shares worth $530M. The position accounts for 0.53% of the portfolio, ranked #20.

Marshall Wace first reported a position in LLY in Q1 2014 and has held it in 37 quarters since. The position peaked at $1.3B in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Marshall Wace held 576,174 shares of Eli Lilly worth $530M as of Q1 2026.
Marshall Wace sold 632,162 Eli Lilly shares in Q1 2026, an estimated $641M.
Eli Lilly made up 0.53% of Marshall Wace's portfolio in Q1 2026, its #20 holding.
Marshall Wace first reported a position in Eli Lilly in Q1 2014 and has held it in 37 quarters since.
Marshall Wace's Eli Lilly position peaked at $1.3B in Q4 2025.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.