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Mirova US’s Eli Lilly LLY Stock Holding History

Mirova US’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 		$339M Sell
368,438
-15,836
-4% -$16.1M 3.85% 7
2025
Q4 		$413M Buy
384,274
+3,607
+0.9% +$3.45M 4.15% 6
2025
Q3 		$290M Sell
380,667
-14,588
-4% -$10.9M 2.93% 13
2025
Q2 		$308M Sell
395,255
-215,500
-35% -$167M 3.19% 12
2025
Q1 		$504M Buy
610,755
+20,834
+4% +$17.3M 5.99% 4
2024
Q4 		$455M Sell
589,921
-18,023
-3% -$14.9M 5.46% 4
2024
Q3 		$539M Buy
607,944
+5,015
+0.8% +$4.51M 6.18% 4
2024
Q2 		$546M Buy
602,929
+12,634
+2% +$10.1M 6.8% 3
2024
Q1 		$459M Sell
590,295
-10,671
-2% -$7.59M 6.17% 5
2023
Q4 		$350M Sell
600,966
-89,499
-13% -$52.2M 5.28% 9
2023
Q3 		$371M Buy
690,465
+26,151
+4% +$13.5M 6.29% 7
2023
Q2 		$312M Buy
664,314
+16,207
+3% +$6.8M 5.19% 9
2023
Q1 		$223M Buy
648,107
+7,556
+1% +$2.55M 4.04% 12
2022
Q4 		$234M Sell
640,551
-197,584
-24% -$70.1M 4.71% 9
2022
Q3 		$271M Sell
838,135
-3,572
-0.4% -$1.13M 6.33% 4
2022
Q2 		$273M Buy
841,707
+50,381
+6% +$15.1M 5.88% 6
2022
Q1 		$227M Buy
791,326
+62,343
+9% +$16M 4.35% 12
2021
Q4 		$201M Buy
728,983
+152,493
+26% +$38.7M 3.78% 12
2021
Q3 		$133M Buy
576,490
+62,815
+12% +$15.5M 3.11% 14
2021
Q2 		$118M Buy
513,675
+58,796
+13% +$11.8M 3.16% 13
2021
Q1 		$85M Buy
+454,879
New +$89M 2.96% 14

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

Mirova US's LLY Position: Q1 2026 in Review

Mirova US reduced its Eli Lilly (LLY) stake by 4.1% in Q1 2026, selling an estimated $16.1M and leaving 368,438 shares worth $339M. The position accounts for 3.85% of the portfolio, ranked #7.

Mirova US first reported a position in LLY in Q1 2021 and has held it in 21 quarters since. The position peaked at $546M in Q2 2024. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Mirova US held 368,438 shares of Eli Lilly worth $339M as of Q1 2026.
  • Mirova US sold 15,836 Eli Lilly shares in Q1 2026, an estimated $16.1M.
  • Eli Lilly made up 3.85% of Mirova US's portfolio in Q1 2026, its #7 holding.
  • Mirova US first reported a position in Eli Lilly in Q1 2021 and has held it in 21 quarters since.
  • Mirova US's Eli Lilly position peaked at $546M in Q2 2024.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Mirova US's 13F filing for Q1 2026, filed 11 May 2026.