Nvest Financial’s Eli Lilly LLY Stock Holding History

Nvest Financial’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	$2.11M	Buy	2,295 +4	+0.2%	+$4.05K	0.79%	36
2025 Q4	$2.46M	Buy	2,291 +49	+2%	+$46.9K	1.02%	26
2025 Q3	$1.71M	Sell	2,242 -32	-1%	-$23.8K	0.98%	27
2025 Q2	$1.77M	Buy	2,274 +13	+0.6%	+$10.1K	0.92%	35
2025 Q1	$1.87M	Sell	2,261 -25	-1%	-$20.8K	1%	32
2024 Q4	$1.76M	Buy	2,286 +758	+50%	+$628K	0.9%	34
2024 Q3	$1.35M	Hold	1,528	–	–	0.77%	40
2024 Q2	$1.38M	Sell	1,528 -12	-0.8%	-$9.6K	0.85%	37
2024 Q1	$1.2M	Sell	1,540 -4	-0.3%	-$2.85K	0.8%	35
2023 Q4	$900K	Hold	1,544	–	–	0.71%	35
2023 Q3	$830K	Hold	1,544	–	–	0.77%	33
2023 Q2	$724K	Buy	1,544 +1	+0.1%	+$419	0.63%	36
2023 Q1	$530K	Sell	1,543 -12	-0.8%	-$4.05K	0.55%	44
2022 Q4	$569K	Sell	1,555 -201	-11%	-$71.3K	0.71%	35
2022 Q3	$568K	Buy	1,756 +309	+21%	+$97.9K	0.8%	34
2022 Q2	$469K	Hold	1,447	–	–	0.49%	42
2022 Q1	$414K	Buy	+1,447	New	+$372K	0.34%	56

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

Nvest Financial's LLY Position: Q1 2026 in Review

Nvest Financial increased its Eli Lilly (LLY) stake by 0.17% in Q1 2026, buying an estimated $4.05K and bringing the position to 2,295 shares worth $2.11M. The position accounts for 0.79% of the portfolio, ranked #36.

Nvest Financial first reported a position in LLY in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.46M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Nvest Financial held 2,295 shares of Eli Lilly worth $2.11M as of Q1 2026.
Nvest Financial bought 4 Eli Lilly shares in Q1 2026, an estimated $4.05K.
Eli Lilly made up 0.79% of Nvest Financial's portfolio in Q1 2026, its #36 holding.
Nvest Financial first reported a position in Eli Lilly in Q1 2022 and has held it in 17 quarters since.
Nvest Financial's Eli Lilly position peaked at $2.46M in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.