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Means Investment Company’s Eli Lilly LLY Stock Holding History

Means Investment Company’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 		$4.21M Sell
4,577
-89
-2% -$90.2K 0.37% 39
2025
Q4 		$5.01M Sell
4,666
-564
-11% -$539K 0.42% 36
2025
Q3 		$3.99M Buy
5,230
+209
+4% +$156K 0.35% 41
2025
Q2 		$3.91M Buy
5,021
+194
+4% +$151K 0.37% 41
2025
Q1 		$3.99M Buy
4,827
+1,606
+50% +$1.34M 0.42% 39
2024
Q4 		$2.49M Buy
3,221
+205
+7% +$170K 0.26% 53
2024
Q3 		$2.67M Buy
3,016
+43
+1% +$38.7K 0.3% 51
2024
Q2 		$2.69M Sell
2,973
-309
-9% -$247K 0.32% 47
2024
Q1 		$2.55M Sell
3,282
-3
-0.1% -$2.13K 0.33% 50
2023
Q4 		$1.91M Sell
3,285
-82
-2% -$47.9K 0.28% 60
2023
Q3 		$1.81M Sell
3,367
-240
-7% -$124K 0.3% 61
2023
Q2 		$1.69M Buy
3,607
+60
+2% +$25.2K 0.27% 66
2023
Q1 		$1.22M Sell
3,547
-213
-6% -$71.8K 0.21% 86
2022
Q4 		$1.38M Buy
3,760
+55
+1% +$19.5K 0.28% 74
2022
Q3 		$1.2M Sell
3,705
-30
-0.8% -$9.51K 0.26% 79
2022
Q2 		$1.21M Buy
3,735
+263
+8% +$78.9K 0.26% 79
2022
Q1 		$994K Buy
3,472
+47
+1% +$12.1K 0.18% 83
2021
Q4 		$946K Buy
3,425
+193
+6% +$48.9K 0.17% 86
2021
Q3 		$747K Sell
3,232
-25
-0.8% -$6.17K 0.15% 92
2021
Q2 		$748K Buy
3,257
+145
+5% +$29.1K 0.15% 90
2021
Q1 		$581K Buy
3,112
+44
+1% +$8.61K 0.13% 97
2020
Q4 		$622K Buy
3,068
+749
+32% +$112K 0.14% 90
2020
Q3 		$331K Buy
2,319
+13
+0.6% +$2.01K 0.09% 108
2020
Q2 		$347K Sell
2,306
-3
-0.1% -$460 0.11% 100
2020
Q1 		$362K Buy
2,309
+2
+0.1% +$275 0.14% 87
2019
Q4 		$322K Buy
2,307
+2
+0.1% +$232 0.11% 112
2019
Q3 		$261K Sell
2,305
-398
-15% -$44.3K 0.1% 123
2019
Q2 		$306K Buy
2,703
+2
+0.1% +$236 0.13% 116
2019
Q1 		$350K Sell
2,701
-231
-8% -$28.1K 0.15% 104
2018
Q4 		$339K Buy
+2,932
New +$328K 0.19% 94

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

Means Investment Company's LLY Position: Q1 2026 in Review

Means Investment Company reduced its Eli Lilly (LLY) stake by 1.9% in Q1 2026, selling an estimated $90.2K and leaving 4,577 shares worth $4.21M. The position accounts for 0.37% of the portfolio, ranked #39.

Means Investment Company first reported a position in LLY in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.01M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Means Investment Company held 4,577 shares of Eli Lilly worth $4.21M as of Q1 2026.
  • Means Investment Company sold 89 Eli Lilly shares in Q1 2026, an estimated $90.2K.
  • Eli Lilly made up 0.37% of Means Investment Company's portfolio in Q1 2026, its #39 holding.
  • Means Investment Company first reported a position in Eli Lilly in Q4 2018 and has held it in 30 quarters since.
  • Means Investment Company's Eli Lilly position peaked at $5.01M in Q4 2025.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.