Munro Partners’s Eli Lilly LLY Stock Holding History

Munro Partners’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	$93.9M	Buy	102,075 +63,555	+165%	+$64.4M	3.18%	12
2025 Q4	$41.4M	Buy	+38,520	New	+$36.8M	1.08%	30
2025 Q3	–	Sell	-126,836	Closed	-$98.9M	–	69
2025 Q2	$98.9M	Buy	126,836 +33,450	+36%	+$26M	3.08%	10
2025 Q1	$77.1M	Buy	93,386 +10,020	+12%	+$8.34M	3.61%	13
2024 Q4	$64.4M	Sell	83,366 -750	-0.9%	-$621K	2.14%	24
2024 Q3	$74.5M	Sell	84,116 -5,450	-6%	-$4.9M	2.71%	14
2024 Q2	$81.1M	Sell	89,566 -1,180	-1%	-$944K	3%	12
2024 Q1	$70.6M	Sell	90,746 -13,615	-13%	-$9.69M	2.53%	14
2023 Q4	$60.8M	Sell	104,361 -62,905	-38%	-$36.7M	2.72%	16
2023 Q3	$89.8M	Sell	167,266 -39,459	-19%	-$20.3M	4.53%	9
2023 Q2	$96.9M	Sell	206,725 -4,655	-2%	-$1.95M	4.47%	9
2023 Q1	$72.6M	Sell	211,380 -8,095	-4%	-$2.73M	3.55%	14
2022 Q4	$80.3M	Buy	219,475 +51,025	+30%	+$18.1M	4.59%	9
2022 Q3	$54.5M	Buy	+168,450	New	+$53.4M	3.23%	16

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Munro Partners's LLY Position: Q1 2026 in Review

Munro Partners increased its Eli Lilly (LLY) stake by 165% in Q1 2026, buying an estimated $64.4M and bringing the position to 102,075 shares worth $93.9M. The position accounts for 3.18% of the portfolio, ranked #12.

Munro Partners first reported a position in LLY in Q3 2022 and has held it in 14 quarters since. The position peaked at $98.9M in Q2 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Munro Partners held 102,075 shares of Eli Lilly worth $93.9M as of Q1 2026.
Munro Partners bought 63,555 Eli Lilly shares in Q1 2026, an estimated $64.4M.
Eli Lilly made up 3.18% of Munro Partners's portfolio in Q1 2026, its #12 holding.
Munro Partners first reported a position in Eli Lilly in Q3 2022 and has held it in 14 quarters since.
Munro Partners's Eli Lilly position peaked at $98.9M in Q2 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Munro Partners's 13F filing for Q1 2026, filed 6 May 2026.