Mendel Money Management’s Eli Lilly LLY Stock Holding History

Mendel Money 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	$1.48M	Sell	1,612 -22	-1%	-$22.3K	0.62%	51
2025 Q4	$1.76M	Sell	1,634 -167	-9%	-$160K	0.74%	40
2025 Q3	$1.37M	Buy	1,801 +50	+3%	+$37.2K	0.58%	51
2025 Q2	$1.36M	Sell	1,751 -102	-6%	-$79.3K	0.6%	47
2025 Q1	$1.53M	Sell	1,853 -1	-0.1%	-$832	0.73%	43
2024 Q4	$1.43M	Sell	1,854 -2	-0.1%	-$1.66K	0.64%	45
2024 Q3	$1.64M	Sell	1,856 -153	-8%	-$138K	0.71%	44
2024 Q2	$1.82M	Sell	2,009 -6	-0.3%	-$4.8K	0.85%	38
2024 Q1	$1.57M	Sell	2,015 -130	-6%	-$92.5K	0.73%	41
2023 Q4	$1.25M	Sell	2,145 -10	-0.5%	-$5.84K	0.6%	46
2023 Q3	$1.16M	Hold	2,155	–	–	0.62%	45
2023 Q2	$1.01M	Sell	2,155 -130	-6%	-$54.5K	0.52%	48
2023 Q1	$785K	Sell	2,285 -25	-1%	-$8.43K	0.42%	53
2022 Q4	$845K	Sell	2,310 -40	-2%	-$14.2K	0.48%	48
2022 Q3	$760K	Hold	2,350	–	–	0.47%	47
2022 Q2	$762K	Sell	2,350 -20	-0.8%	-$6K	0.45%	50
2022 Q1	$679K	Buy	+2,370	New	+$610K	0.33%	60

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

Mendel Money Management's LLY Position: Q1 2026 in Review

Mendel Money Management reduced its Eli Lilly (LLY) stake by 1.3% in Q1 2026, selling an estimated $22.3K and leaving 1,612 shares worth $1.48M. The position accounts for 0.62% of the portfolio, ranked #51.

Mendel Money Management first reported a position in LLY in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.82M in Q2 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Mendel Money Management held 1,612 shares of Eli Lilly worth $1.48M as of Q1 2026.
Mendel Money Management sold 22 Eli Lilly shares in Q1 2026, an estimated $22.3K.
Eli Lilly made up 0.62% of Mendel Money Management's portfolio in Q1 2026, its #51 holding.
Mendel Money Management first reported a position in Eli Lilly in Q1 2022 and has held it in 17 quarters since.
Mendel Money Management's Eli Lilly position peaked at $1.82M in Q2 2024.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Mendel Money Management's 13F filing for Q1 2026, filed 4 May 2026.