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Nabity-Jensen Investment Management’s Eli Lilly LLY Stock Holding History

Nabity-Jensen 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 		$1.53M Buy
1,660
+194
+13% +$197K 1.06% 23
2025
Q4 		$1.58M Buy
1,466
+53
+4% +$50.7K 1.07% 23
2025
Q3 		$1.08M Buy
1,413
+18
+1% +$13.4K 0.75% 27
2025
Q2 		$1.09M Buy
1,395
+4
+0.3% +$3.11K 0.8% 27
2025
Q1 		$1.15M Buy
1,391
+22
+2% +$18.3K 0.91% 26
2024
Q4 		$1.06M Buy
1,369
+164
+14% +$136K 0.8% 28
2024
Q3 		$1.07M Buy
1,205
+113
+10% +$102K 0.82% 28
2024
Q2 		$989K Buy
1,092
+110
+11% +$88K 0.81% 27
2024
Q1 		$764K Buy
982
+25
+3% +$17.8K 0.63% 33
2023
Q4 		$558K Buy
+957
New +$559K 0.5% 38

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

Nabity-Jensen Investment Management's LLY Position: Q1 2026 in Review

Nabity-Jensen Investment Management increased its Eli Lilly (LLY) stake by 13% in Q1 2026, buying an estimated $197K and bringing the position to 1,660 shares worth $1.53M. The position accounts for 1.06% of the portfolio, ranked #23.

Nabity-Jensen Investment Management first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.58M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Nabity-Jensen Investment Management held 1,660 shares of Eli Lilly worth $1.53M as of Q1 2026.
  • Nabity-Jensen Investment Management bought 194 Eli Lilly shares in Q1 2026, an estimated $197K.
  • Eli Lilly made up 1.06% of Nabity-Jensen Investment Management's portfolio in Q1 2026, its #23 holding.
  • Nabity-Jensen Investment Management first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
  • Nabity-Jensen Investment Management's Eli Lilly position peaked at $1.58M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

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