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New York Life Investment Management’s Eli Lilly LLY Stock Holding History

New York Life 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 		$110M Buy
120,075
+7,115
+6% +$7.21M 0.93% 21
2025
Q4 		$121M Buy
112,960
+4,270
+4% +$4.08M 1.05% 19
2025
Q3 		$82.9M Buy
108,690
+732
+0.7% +$545K 0.73% 23
2025
Q2 		$84.2M Buy
107,958
+1,731
+2% +$1.35M 0.79% 23
2025
Q1 		$87.7M Sell
106,227
-462
-0.4% -$384K 0.89% 23
2024
Q4 		$82.4M Buy
106,689
+878
+0.8% +$727K 0.8% 21
2024
Q3 		$93.7M Sell
105,811
-4,693
-4% -$4.22M 0.91% 21
2024
Q2 		$100M Sell
110,504
-11,512
-9% -$9.21M 1.01% 18
2024
Q1 		$94.9M Sell
122,016
-4,361
-3% -$3.1M 0.95% 19
2023
Q4 		$73.7M Buy
126,377
+836
+0.7% +$488K 0.75% 26
2023
Q3 		$67.4M Buy
125,541
+96
+0.1% +$49.5K 0.73% 26
2023
Q2 		$58.8M Sell
125,445
-1,441
-1% -$604K 0.61% 30
2023
Q1 		$43.6M Buy
126,886
+680
+0.5% +$229K 0.48% 36
2022
Q4 		$46.2M Sell
126,206
-243
-0.2% -$86.2K 0.53% 32
2022
Q3 		$40.9M Sell
126,449
-562
-0.4% -$178K 0.49% 35
2022
Q2 		$41.2M Buy
+127,011
New +$38.1M 0.48% 36
2014
Q2 		– Sell
-4,100
Closed -$241K – 208
2014
Q1 		$241K Hold
4,100
– – 0.05% 93
2013
Q4 		$209K Hold
4,100
– – 0.05% 103
2013
Q3 		$206K Hold
4,100
– – 0.06% 102
2013
Q2 		$201K Buy
+4,100
New +$223K 0.06% 101

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 York Life Investment Management's LLY Position: Q1 2026 in Review

New York Life Investment Management increased its Eli Lilly (LLY) stake by 6.3% in Q1 2026, buying an estimated $7.21M and bringing the position to 120,075 shares worth $110M. The position accounts for 0.93% of the portfolio, ranked #21.

New York Life Investment Management first reported a position in LLY in Q2 2013 and has held it in 20 quarters since. The position peaked at $121M in Q4 2025. 4,363 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • New York Life Investment Management held 120,075 shares of Eli Lilly worth $110M as of Q1 2026.
  • New York Life Investment Management bought 7,115 Eli Lilly shares in Q1 2026, an estimated $7.21M.
  • Eli Lilly made up 0.93% of New York Life Investment Management's portfolio in Q1 2026, its #21 holding.
  • New York Life Investment Management first reported a position in Eli Lilly in Q2 2013 and has held it in 20 quarters since.
  • New York Life Investment Management's Eli Lilly position peaked at $121M in Q4 2025.
  • 4,363 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on New York Life Investment Management's 13F filing for Q1 2026, filed 7 May 2026.