MIM
LLY icon

Morningstar Investment Management’s Eli Lilly LLY Stock Holding History

Morningstar Investment 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 		– Sell
-564
Closed -$606K – 349
2025
Q4 		$606K Sell
564
-14
-2% -$13.4K 0.04% 261
2025
Q3 		$441K Buy
+578
New +$430K 0.02% 435

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

Morningstar Investment Management's LLY Position: Q1 2026 in Review

Morningstar Investment Management sold out of Eli Lilly (LLY) in Q1 2026, closing a stake of 564 shares — an estimated $606K sold.

Morningstar Investment Management first reported a position in LLY in Q3 2025 and held it in 2 quarters. The position peaked at $606K in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Morningstar Investment Management reported no remaining Eli Lilly position as of Q1 2026 after selling out during the quarter.
  • Morningstar Investment Management sold 564 Eli Lilly shares in Q1 2026, an estimated $606K.
  • Morningstar Investment Management first reported a position in Eli Lilly in Q3 2025 and held it in 2 quarters.
  • Morningstar Investment Management's Eli Lilly position peaked at $606K in Q4 2025.
  • 4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Morningstar Investment Management's 13F filing for Q1 2026, filed 14 May 2026.