NIA Impact Advisors’s Eli Lilly LLY Stock Holding History

NIA Impact 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	–	Sell	-217	Closed	-$233K	–	100
2025 Q4	$233K	Buy	+217	New	+$207K	0.08%	94

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

NIA Impact Advisors's LLY Position: Q1 2026 in Review

NIA Impact Advisors sold out of Eli Lilly (LLY) in Q1 2026, closing a stake of 217 shares — an estimated $233K sold.

NIA Impact Advisors first reported a position in LLY in Q4 2025 and held it in 1 quarter. The position peaked at $233K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

NIA Impact Advisors reported no remaining Eli Lilly position as of Q1 2026 after selling out during the quarter.
NIA Impact Advisors sold 217 Eli Lilly shares in Q1 2026, an estimated $233K.
NIA Impact Advisors first reported a position in Eli Lilly in Q4 2025 and held it in 1 quarter.
NIA Impact Advisors's Eli Lilly position peaked at $233K in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on NIA Impact Advisors's 13F filing for Q1 2026, filed 8 May 2026.