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NewEdge Advisors’s Eli Lilly LLY Stock Holding History

NewEdge 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 		$169M Buy
184,095
+7,734
+4% +$7.84M 0.61% 27
2025
Q4 		$190M Buy
176,361
+49,861
+39% +$47.7M 0.69% 24
2025
Q3 		$96.5M Sell
126,500
-189
-0.1% -$141K 0.44% 39
2025
Q2 		$98.8M Buy
126,689
+4,765
+4% +$3.7M 0.51% 29
2025
Q1 		$101M Buy
121,924
+1,177
+1% +$979K 0.6% 25
2024
Q4 		$93.2M Sell
120,747
-1,335
-1% -$1.11M 0.56% 26
2024
Q3 		$108M Sell
122,082
-1,085
-0.9% -$975K 0.7% 19
2024
Q2 		$112M Buy
123,167
+16,334
+15% +$13.1M 0.81% 13
2024
Q1 		$83.1M Buy
106,833
+7,030
+7% +$5M 0.72% 16
2023
Q4 		$60.2M Buy
99,803
+26,309
+36% +$15.4M 0.57% 24
2023
Q3 		$39.5M Buy
73,494
+6,043
+9% +$3.11M 0.43% 51
2023
Q2 		$31.6M Buy
67,451
+1,987
+3% +$833K 0.36% 72
2023
Q1 		$23.3M Sell
65,464
-3,199
-5% -$1.08M 0.29% 87
2022
Q4 		$11.7M Buy
68,663
+7,498
+12% +$2.66M 0.32% 69
2022
Q3 		$19.8M Sell
61,165
-1,313
-2% -$416K 0.33% 78
2022
Q2 		$20.3M Buy
62,478
+9,426
+18% +$2.83M 0.34% 78
2022
Q1 		$15.2M Buy
53,052
+4,774
+10% +$1.23M 0.24% 100
2021
Q4 		$13.3M Buy
48,278
+10,456
+28% +$2.65M 0.2% 117
2021
Q3 		$8.74M Buy
37,822
+5,795
+18% +$1.43M 0.22% 105
2021
Q2 		$7.35M Buy
32,027
+592
+2% +$119K 0.2% 115
2021
Q1 		$5.87M Sell
31,435
-4,939
-14% -$966K 0.18% 123
2020
Q4 		$6.14M Sell
36,374
-106,714
-75% -$15.9M 0.2% 113
2020
Q3 		$21.2M Buy
143,088
+105,145
+277% +$16.3M 0.74% 33
2020
Q2 		$6.23M Buy
37,943
+1,869
+5% +$287K 0.24% 98
2020
Q1 		$5M Buy
36,074
+5,009
+16% +$688K 0.24% 99
2019
Q4 		$4.08M Sell
31,065
-181
-0.6% -$21K 0.16% 145
2019
Q3 		$3.43M Buy
31,246
+19,108
+157% +$2.13M 0.15% 143
2019
Q2 		$1.34M Buy
12,138
+241
+2% +$28.4K 0.08% 235
2019
Q1 		$1.54M Sell
11,897
-172
-1% -$20.9K 0.1% 207
2018
Q4 		$1.4K Buy
12,069
+912
+8% +$102K 0.09% 191
2018
Q3 		$1.2M Sell
11,157
-340
-3% -$34K 0.09% 210
2018
Q2 		$987 Sell
11,497
-96,377
-89% -$7.92M 0.09% 213
2018
Q1 		$8.17M Buy
107,874
+18,918
+21% +$1.52M 0.93% 29
2017
Q4 		$7.66M Buy
88,956
+6,324
+8% +$538K 1.04% 26
2017
Q3 		$7.19M Buy
82,632
+59,255
+253% +$4.86M 1.12% 23
2017
Q2 		$1.92M Buy
23,377
+1,805
+8% +$147K 0.33% 71
2017
Q1 		$1.85M Buy
21,572
+18,193
+538% +$1.46M 0.42% 62
2016
Q4 		$254K Buy
+3,379
New +$252K 0.07% 213
2016
Q1 		– Sell
-5,368
Closed -$454K – 58
2015
Q4 		$454K Buy
+5,368
New +$445K 0.37% 50

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

NewEdge Advisors's LLY Position: Q1 2026 in Review

NewEdge Advisors increased its Eli Lilly (LLY) stake by 4.4% in Q1 2026, buying an estimated $7.84M and bringing the position to 184,095 shares worth $169M. The position accounts for 0.61% of the portfolio, ranked #27.

NewEdge Advisors first reported a position in LLY in Q4 2015 and has held it in 39 quarters since. The position peaked at $190M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • NewEdge Advisors held 184,095 shares of Eli Lilly worth $169M as of Q1 2026.
  • NewEdge Advisors bought 7,734 Eli Lilly shares in Q1 2026, an estimated $7.84M.
  • Eli Lilly made up 0.61% of NewEdge Advisors's portfolio in Q1 2026, its #27 holding.
  • NewEdge Advisors first reported a position in Eli Lilly in Q4 2015 and has held it in 39 quarters since.
  • NewEdge Advisors's Eli Lilly position peaked at $190M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.