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Novare Capital Management’s Eli Lilly LLY Stock Holding History

Novare Capital 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 		$9.12M Buy
9,915
+4,799
+94% +$4.87M 0.72% 52
2025
Q4 		$5.5M Buy
5,116
+989
+24% +$946K 0.41% 62
2025
Q3 		$3.15M Buy
4,127
+127
+3% +$94.5K 0.24% 73
2025
Q2 		$3.12M Buy
4,000
+2,131
+114% +$1.66M 0.25% 76
2025
Q1 		$1.54M Buy
1,869
+1,282
+218% +$1.07M 0.13% 103
2024
Q4 		$453K Buy
587
+60
+11% +$49.7K 0.04% 140
2024
Q3 		$467K Buy
527
+225
+75% +$202K 0.04% 140
2024
Q2 		$273K Sell
302
-12
-4% -$9.6K 0.02% 156
2024
Q1 		$244K Buy
+314
New +$223K 0.02% 167

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

Novare Capital Management's LLY Position: Q1 2026 in Review

Novare Capital Management increased its Eli Lilly (LLY) stake by 94% in Q1 2026, buying an estimated $4.87M and bringing the position to 9,915 shares worth $9.12M. The position accounts for 0.72% of the portfolio, ranked #52.

Novare Capital Management first reported a position in LLY in Q1 2024 and has held it in 9 quarters since. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Novare Capital Management held 9,915 shares of Eli Lilly worth $9.12M as of Q1 2026.
  • Novare Capital Management bought 4,799 Eli Lilly shares in Q1 2026, an estimated $4.87M.
  • Eli Lilly made up 0.72% of Novare Capital Management's portfolio in Q1 2026, its #52 holding.
  • Novare Capital Management first reported a position in Eli Lilly in Q1 2024 and has held it in 9 quarters since.
  • 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Novare Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.