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Moseley Investment Management’s Eli Lilly LLY Stock Holding History

Moseley 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 		$2.94M Sell
3,198
-129
-4% -$131K 0.94% 28
2025
Q4 		$3.58M Sell
3,327
-47
-1% -$44.9K 1.1% 20
2025
Q3 		$2.57M Buy
3,374
+51
+2% +$38K 0.78% 31
2025
Q2 		$2.59M Sell
3,323
-135
-4% -$105K 0.89% 29
2025
Q1 		$2.86M Sell
3,458
-177
-5% -$147K 1.12% 19
2024
Q4 		$2.81M Sell
3,635
-28
-0.8% -$23.2K 1.1% 18
2024
Q3 		$3.25M Sell
3,663
-8
-0.2% -$7.19K 1.29% 18
2024
Q2 		$3.32M Sell
3,671
-219
-6% -$175K 1.54% 16
2024
Q1 		$3.03M Buy
3,890
+14
+0.4% +$9.96K 1.5% 16
2023
Q4 		$2.26M Buy
3,876
+519
+15% +$303K 1.26% 19
2023
Q3 		$1.8M Sell
3,357
-35
-1% -$18K 1.08% 21
2023
Q2 		$1.59M Buy
3,392
+644
+23% +$270K 0.93% 28
2023
Q1 		$944K Buy
2,748
+7
+0.3% +$2.36K 0.61% 43
2022
Q4 		$1M Sell
2,741
-5
-0.2% -$1.77K 0.72% 36
2022
Q3 		$888K Buy
2,746
+45
+2% +$14.3K 0.65% 40
2022
Q2 		$876K Buy
2,701
+545
+25% +$164K 0.61% 39
2022
Q1 		$617K Buy
2,156
+100
+5% +$25.7K 0.33% 80
2021
Q4 		$568K Hold
2,056
– – 0.26% 98
2021
Q3 		$472K Hold
2,056
– – 0.24% 102
2021
Q2 		$472K Buy
2,056
+450
+28% +$90.4K 0.23% 102
2021
Q1 		$300K Hold
1,606
– – 0.17% 123
2020
Q4 		$271K Buy
1,606
+5
+0.3% +$747 0.16% 126
2020
Q3 		$237K Hold
1,601
– – 0.17% 119
2020
Q2 		$263K Hold
1,601
– – 0.22% 109
2020
Q1 		$222K Hold
1,601
– – 0.26% 104
2019
Q4 		$210K Buy
+1,601
New +$186K 0.21% 118
2019
Q3 		– Sell
-2,412
Closed -$267K – 120
2019
Q2 		$267K Hold
2,412
– – 0.25% 106
2019
Q1 		$313K Buy
+2,412
New +$293K 0.33% 88

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

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

Moseley Investment Management reduced its Eli Lilly (LLY) stake by 3.9% in Q1 2026, selling an estimated $131K and leaving 3,198 shares worth $2.94M. The position accounts for 0.94% of the portfolio, ranked #28.

Moseley Investment Management first reported a position in LLY in Q1 2019 and has held it in 28 quarters since. The position peaked at $3.58M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Moseley Investment Management held 3,198 shares of Eli Lilly worth $2.94M as of Q1 2026.
  • Moseley Investment Management sold 129 Eli Lilly shares in Q1 2026, an estimated $131K.
  • Eli Lilly made up 0.94% of Moseley Investment Management's portfolio in Q1 2026, its #28 holding.
  • Moseley Investment Management first reported a position in Eli Lilly in Q1 2019 and has held it in 28 quarters since.
  • Moseley Investment Management's Eli Lilly position peaked at $3.58M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.