McDonough Capital Management’s Eli Lilly LLY Stock Holding History

McDonough Capital Management’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	$709K	Buy	771 +7	+0.9%	+$7.1K	0.39%	29
2025 Q4	$821K	Sell	764 -19	-2%	-$18.2K	0.4%	27
2025 Q3	$598K	Buy	783 +12	+2%	+$8.93K	0.3%	31
2025 Q2	$601K	Buy	771 +27	+4%	+$21K	0.34%	31
2025 Q1	$615K	Buy	744 +118	+19%	+$98.2K	0.4%	30
2024 Q4	$483K	Buy	626 +15	+2%	+$12.4K	0.3%	32
2024 Q3	$541K	Hold	611	–	–	0.37%	29
2024 Q2	$553K	Buy	611 +14	+2%	+$11.2K	0.4%	28
2024 Q1	$464K	Buy	+597	New	+$425K	0.37%	28

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

McDonough Capital Management's LLY Position: Q1 2026 in Review

McDonough Capital Management increased its Eli Lilly (LLY) stake by 0.92% in Q1 2026, buying an estimated $7.1K and bringing the position to 771 shares worth $709K. The position accounts for 0.39% of the portfolio, ranked #29.

McDonough Capital Management first reported a position in LLY in Q1 2024 and has held it in 9 quarters since. The position peaked at $821K in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

McDonough Capital Management held 771 shares of Eli Lilly worth $709K as of Q1 2026.
McDonough Capital Management bought 7 Eli Lilly shares in Q1 2026, an estimated $7.1K.
Eli Lilly made up 0.39% of McDonough Capital Management's portfolio in Q1 2026, its #29 holding.
McDonough Capital Management first reported a position in Eli Lilly in Q1 2024 and has held it in 9 quarters since.
McDonough Capital Management's Eli Lilly position peaked at $821K in Q4 2025.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on McDonough Capital Management's 13F filing for Q1 2026, filed 13 May 2026.