Marshall Wace
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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 		$76M Sell
82,600
-4,900
-6% -$4.97M 0.08% 242
2025
Q4 		$94M Sell
87,500
-10,300
-11% -$9.85M 0.09% 177
2025
Q3 		$74.6M Buy
97,800
+46,800
+92% +$34.8M 0.08% 231
2025
Q2 		$39.8M Buy
51,000
+31,100
+156% +$24.2M 0.04% 357
2025
Q1 		$16.4M Buy
19,900
+7,900
+66% +$6.57M 0.02% 572
2024
Q4 		$9.26M Buy
12,000
+3,500
+41% +$2.9M 0.01% 818
2024
Q3 		$7.53M Buy
8,500
+6,400
+305% +$5.75M 0.01% 860
2024
Q2 		$1.9M Sell
2,100
-300
-13% -$240K ﹤0.01% 1396
2024
Q1 		$1.83M Sell
2,400
-38,800
-94% -$27.6M ﹤0.01% 1408
2023
Q4 		$24M Buy
41,200
+31,400
+320% +$18.3M 0.04% 422
2023
Q3 		$5.26M Buy
9,800
+500
+5% +$258K 0.01% 849
2023
Q2 		$4.36M Buy
+9,300
New +$3.9M 0.01% 1085
2021
Q4 		– Sell
-1,200
Closed -$277K – 4104
2021
Q3 		$277K Buy
+1,200
New +$296K ﹤0.01% 2681

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

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.