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Northwest & Ethical Investments’s Eli Lilly LLY Stock Holding History

Northwest & Ethical Investments’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
2025
Q1 		– Sell
-10
Closed -$18.5K – 504
2024
Q4 		$18.5K Buy
+10
New +$8.28K ﹤0.01% 474

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

Northwest & Ethical Investments's LLY Position: Q1 2026 in Review

Northwest & Ethical Investments increased its Eli Lilly (LLY) stake by 4.1% in Q1 2026, buying an estimated $1.39M and bringing the position to 34,501 shares worth $31.7M. The position accounts for 0.73% of the portfolio, ranked #34.

Northwest & Ethical Investments first reported a position in LLY in Q2 2014 and has held it in 48 quarters since. The position peaked at $35.6M in Q4 2025. 4,364 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Northwest & Ethical Investments held 34,501 shares of Eli Lilly worth $31.7M as of Q1 2026.
  • Northwest & Ethical Investments bought 1,371 Eli Lilly shares in Q1 2026, an estimated $1.39M.
  • Eli Lilly made up 0.73% of Northwest & Ethical Investments's portfolio in Q1 2026, its #34 holding.
  • Northwest & Ethical Investments first reported a position in Eli Lilly in Q2 2014 and has held it in 48 quarters since.
  • Northwest & Ethical Investments's Eli Lilly position peaked at $35.6M in Q4 2025.
  • 4,364 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Northwest & Ethical Investments's 13F filing for Q1 2026, filed 14 May 2026.