NIG
LLY icon

NFJ Investment Group’s Eli Lilly LLY Stock Holding History

NFJ Investment Group’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 		$49.2M Buy
53,513
+28,632
+115% +$29M 1.86% 9
2025
Q4 		$26.7M Sell
24,881
-3,691
-13% -$3.53M 0.96% 32
2025
Q3 		$21.8M Buy
28,572
+4,209
+17% +$3.13M 0.75% 49
2025
Q2 		$19M Hold
24,363
– – 0.66% 48
2025
Q1 		$20.1M Buy
24,363
+10,337
+74% +$8.6M 0.68% 51
2024
Q4 		$10.8M Buy
+14,026
New +$11.6M 0.35% 87

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

NFJ Investment Group's LLY Position: Q1 2026 in Review

NFJ Investment Group increased its Eli Lilly (LLY) stake by 115% in Q1 2026, buying an estimated $29M and bringing the position to 53,513 shares worth $49.2M. The position accounts for 1.86% of the portfolio, ranked #9.

NFJ Investment Group first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • NFJ Investment Group held 53,513 shares of Eli Lilly worth $49.2M as of Q1 2026.
  • NFJ Investment Group bought 28,632 Eli Lilly shares in Q1 2026, an estimated $29M.
  • Eli Lilly made up 1.86% of NFJ Investment Group's portfolio in Q1 2026, its #9 holding.
  • NFJ Investment Group first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on NFJ Investment Group's 13F filing for Q1 2026, filed 13 May 2026.