McDaniel Terry & Co’s Eli Lilly LLY Stock Holding History

McDaniel Terry & Co’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	$689K	Sell	749 -6	-0.8%	-$6.08K	0.06%	56
2025 Q4	$811K	Buy	755 +10	+1%	+$9.56K	0.07%	53
2025 Q3	$568K	Buy	745 +2	+0.3%	+$1.49K	0.05%	64
2025 Q2	$579K	Sell	743 -34	-4%	-$26.4K	0.05%	61
2025 Q1	$642K	Sell	777 -1,018	-57%	-$847K	0.06%	62
2024 Q4	$1.39M	Buy	1,795 +1,000	+126%	+$828K	0.11%	46
2024 Q3	$704K	Buy	795 +327	+70%	+$294K	0.06%	59
2024 Q2	$424K	Sell	468 -168	-26%	-$134K	0.04%	68
2024 Q1	$495K	Buy	636 +200	+46%	+$142K	0.04%	71
2023 Q4	$254K	Hold	436	–	–	0.02%	79
2023 Q3	$234K	Hold	436	–	–	0.02%	82
2023 Q2	$204K	Buy	+436	New	+$183K	0.02%	87

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

McDaniel Terry & Co's LLY Position: Q1 2026 in Review

McDaniel Terry & Co reduced its Eli Lilly (LLY) stake by 0.79% in Q1 2026, selling an estimated $6.08K and leaving 749 shares worth $689K. The position accounts for 0.06% of the portfolio, ranked #56.

McDaniel Terry & Co first reported a position in LLY in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.39M in Q4 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

McDaniel Terry & Co held 749 shares of Eli Lilly worth $689K as of Q1 2026.
McDaniel Terry & Co sold 6 Eli Lilly shares in Q1 2026, an estimated $6.08K.
Eli Lilly made up 0.06% of McDaniel Terry & Co's portfolio in Q1 2026, its #56 holding.
McDaniel Terry & Co first reported a position in Eli Lilly in Q2 2023 and has held it in 12 quarters since.
McDaniel Terry & Co's Eli Lilly position peaked at $1.39M in Q4 2024.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on McDaniel Terry & Co's 13F filing for Q1 2026, filed 5 May 2026.