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McDonald Partners’s Eli Lilly LLY Stock Holding History

McDonald Partners’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 		$624K Hold
678
– – 0.15% 125
2025
Q4 		$729K Sell
678
-406
-37% -$388K 0.23% 105
2025
Q3 		$827K Buy
1,084
+395
+57% +$294K 0.25% 99
2025
Q2 		$537K Sell
689
-381
-36% -$296K 0.13% 166
2025
Q1 		$884K Sell
1,070
-10
-0.9% -$8.32K 0.23% 125
2024
Q4 		$834K Sell
1,080
-30
-3% -$24.8K 0.21% 124
2024
Q3 		$983K Sell
1,110
-50
-4% -$45K 0.25% 112
2024
Q2 		$1.05M Sell
1,160
-2
-0.2% -$1.6K 0.28% 97
2024
Q1 		$904K Buy
1,162
+7
+0.6% +$4.98K 0.25% 111
2023
Q4 		$673K Hold
1,155
– – 0.2% 130
2023
Q3 		$620K Buy
1,155
+55
+5% +$28.3K 0.2% 130
2023
Q2 		$516K Sell
1,100
-25
-2% -$10.5K 0.16% 151
2023
Q1 		$386K Buy
1,125
+50
+5% +$16.9K 0.13% 168
2022
Q4 		$393K Hold
1,075
– – 0.13% 157
2022
Q3 		$348K Sell
1,075
-50
-4% -$15.8K 0.13% 166
2022
Q2 		$365K Hold
1,125
– – 0.09% 211
2022
Q1 		$322K Buy
1,125
+1,123
+56,150% +$289K 0.07% 248
2021
Q4 		$552 Buy
+2
New +$507 ﹤0.01% 491

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

McDonald Partners's LLY Position: Q1 2026 in Review

McDonald Partners held its Eli Lilly (LLY) position steady in Q1 2026 at 678 shares worth $624K. The position accounts for 0.15% of the portfolio, ranked #125.

McDonald Partners first reported a position in LLY in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.05M in Q2 2024. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • McDonald Partners held 678 shares of Eli Lilly worth $624K as of Q1 2026.
  • McDonald Partners left its Eli Lilly share count unchanged in Q1 2026.
  • Eli Lilly made up 0.15% of McDonald Partners's portfolio in Q1 2026, its #125 holding.
  • McDonald Partners first reported a position in Eli Lilly in Q4 2021 and has held it in 18 quarters since.
  • McDonald Partners's Eli Lilly position peaked at $1.05M in Q2 2024.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on McDonald Partners's 13F filing for Q1 2026, filed 15 May 2026.