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Millstone Evans Group’s Eli Lilly LLY Stock Holding History

Millstone Evans Group’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 		$1.07M Buy
1,165
+64
+6% +$64.9K 0.64% 28
2025
Q4 		$1.18M Hold
1,101
– – 0.7% 24
2025
Q3 		$840K Hold
1,101
– – 0.53% 32
2025
Q2 		$858K Buy
1,101
+13
+1% +$10.1K 0.59% 33
2025
Q1 		$899K Hold
1,088
– – 0.61% 32
2024
Q4 		$840K Buy
+1,088
New +$901K 0.57% 32

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

Millstone Evans Group's LLY Position: Q1 2026 in Review

Millstone Evans Group increased its Eli Lilly (LLY) stake by 5.8% in Q1 2026, buying an estimated $64.9K and bringing the position to 1,165 shares worth $1.07M. The position accounts for 0.64% of the portfolio, ranked #28.

Millstone Evans Group first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.18M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Millstone Evans Group held 1,165 shares of Eli Lilly worth $1.07M as of Q1 2026.
  • Millstone Evans Group bought 64 Eli Lilly shares in Q1 2026, an estimated $64.9K.
  • Eli Lilly made up 0.64% of Millstone Evans Group's portfolio in Q1 2026, its #28 holding.
  • Millstone Evans Group first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
  • Millstone Evans Group's Eli Lilly position peaked at $1.18M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Millstone Evans Group's 13F filing for Q1 2026, filed 30 Apr 2026.