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New Age Alpha Advisors’s Eli Lilly LLY Stock Holding History

New Age Alpha 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 		$7.75M Sell
8,428
-411
-5% -$417K 0.36% 58
2025
Q4 		$9.5M Sell
8,839
-3,711
-30% -$3.55M 0.41% 43
2025
Q3 		$9.58M Buy
12,550
+1,658
+15% +$1.23M 0.4% 44
2025
Q2 		$8.49M Sell
10,892
-13
-0.1% -$10.1K 0.37% 55
2025
Q1 		$9.01M Sell
10,905
-1,875
-15% -$1.56M 0.4% 53
2024
Q4 		$9.87M Buy
+12,780
New +$10.6M 0.4% 53

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

New Age Alpha Advisors's LLY Position: Q1 2026 in Review

New Age Alpha Advisors reduced its Eli Lilly (LLY) stake by 4.6% in Q1 2026, selling an estimated $417K and leaving 8,428 shares worth $7.75M. The position accounts for 0.36% of the portfolio, ranked #58.

New Age Alpha Advisors first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.87M in Q4 2024. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • New Age Alpha Advisors held 8,428 shares of Eli Lilly worth $7.75M as of Q1 2026.
  • New Age Alpha Advisors sold 411 Eli Lilly shares in Q1 2026, an estimated $417K.
  • Eli Lilly made up 0.36% of New Age Alpha Advisors's portfolio in Q1 2026, its #58 holding.
  • New Age Alpha Advisors first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
  • New Age Alpha Advisors's Eli Lilly position peaked at $9.87M in Q4 2024.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.