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Modus Advisors’s Eli Lilly LLY Stock Holding History

Modus Advisors’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 		$3.83M Buy
4,162
+791
+23% +$802K 1.05% 39
2025
Q4 		$3.62M Buy
3,371
+1,419
+73% +$1.36M 0.96% 39
2025
Q3 		$1.49M Buy
1,952
+640
+49% +$476K 0.41% 65
2025
Q2 		$1.02M Buy
1,312
+233
+22% +$181K 0.3% 67
2025
Q1 		$891K Buy
1,079
+279
+35% +$232K 0.29% 68
2024
Q4 		$618K Buy
800
+321
+67% +$266K 0.19% 79
2024
Q3 		$424K Buy
479
+117
+32% +$105K 0.14% 93
2024
Q2 		$328K Buy
362
+18
+5% +$14.4K 0.12% 93
2024
Q1 		$268K Buy
+344
New +$245K 0.1% 96

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

Modus Advisors's LLY Position: Q1 2026 in Review

Modus Advisors increased its Eli Lilly (LLY) stake by 23% in Q1 2026, buying an estimated $802K and bringing the position to 4,162 shares worth $3.83M. The position accounts for 1.05% of the portfolio, ranked #39.

Modus Advisors first reported a position in LLY in Q1 2024 and has held it in 9 quarters since. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Modus Advisors held 4,162 shares of Eli Lilly worth $3.83M as of Q1 2026.
  • Modus Advisors bought 791 Eli Lilly shares in Q1 2026, an estimated $802K.
  • Eli Lilly made up 1.05% of Modus Advisors's portfolio in Q1 2026, its #39 holding.
  • Modus Advisors first reported a position in Eli Lilly in Q1 2024 and has held it in 9 quarters since.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Modus Advisors's 13F filing for Q1 2026, filed 4 May 2026.