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Mather Group’s Eli Lilly LLY Stock Holding History

Mather Group’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 		$9.83M Buy
10,691
+596
+6% +$604K 0.1% 87
2025
Q4 		$10.8M Buy
10,095
+2,250
+29% +$2.15M 0.11% 81
2025
Q3 		$5.99M Buy
7,845
+75
+1% +$55.8K 0.06% 112
2025
Q2 		$6.06M Sell
7,770
-604
-7% -$469K 0.06% 109
2025
Q1 		$6.92M Buy
8,374
+982
+13% +$817K 0.08% 97
2024
Q4 		$5.71M Buy
7,392
+405
+6% +$335K 0.07% 105
2024
Q3 		$6.19M Sell
6,987
-272
-4% -$245K 0.08% 104
2024
Q2 		$5.65M Sell
7,259
-145
-2% -$116K 0.07% 115
2024
Q1 		$4.32M Buy
7,404
+2
+0% +$1.42K 0.07% 99
2023
Q4 		$4.32M Sell
7,402
-280
-4% -$163K 0.07% 102
2023
Q3 		$4.13M Sell
7,682
-558
-7% -$288K 0.07% 98
2023
Q2 		$3.86M Buy
8,240
+657
+9% +$276K 0.06% 113
2023
Q1 		$2.6M Buy
7,583
+2,395
+46% +$808K 0.05% 129
2022
Q4 		$1.9M Buy
5,188
+588
+13% +$208K 0.04% 142
2022
Q3 		$1.49M Sell
4,600
-43
-0.9% -$13.6K 0.03% 152
2022
Q2 		$1.5M Buy
4,643
+500
+12% +$150K 0.03% 147
2022
Q1 		$1.19M Sell
4,143
-1,902
-31% -$489K 0.02% 152
2021
Q4 		$1.67M Buy
6,045
+1,109
+22% +$281K 0.03% 108
2021
Q3 		$1.14M Buy
4,936
+385
+8% +$95K 0.03% 107
2021
Q2 		$1.04M Buy
4,551
+1,863
+69% +$374K 0.03% 105
2021
Q1 		$502K Buy
+2,688
New +$526K 0.01% 150

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

Mather Group's LLY Position: Q1 2026 in Review

Mather Group increased its Eli Lilly (LLY) stake by 5.9% in Q1 2026, buying an estimated $604K and bringing the position to 10,691 shares worth $9.83M. The position accounts for 0.1% of the portfolio, ranked #87.

Mather Group first reported a position in LLY in Q1 2021 and has held it in 21 quarters since. The position peaked at $10.8M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Mather Group held 10,691 shares of Eli Lilly worth $9.83M as of Q1 2026.
  • Mather Group bought 596 Eli Lilly shares in Q1 2026, an estimated $604K.
  • Eli Lilly made up 0.1% of Mather Group's portfolio in Q1 2026, its #87 holding.
  • Mather Group first reported a position in Eli Lilly in Q1 2021 and has held it in 21 quarters since.
  • Mather Group's Eli Lilly position peaked at $10.8M in Q4 2025.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.