NWI Management’s Eli Lilly LLY Stock Holding History

NWI 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	$51M	Buy	55,500 +54,000	+3,600%	+$54.7M	2.9%	11
2025 Q4	$1.61M	Sell	1,500 -27,000	-95%	-$25.8M	0.07%	53
2025 Q3	$21.7M	Hold	28,500	–	–	1.16%	26
2025 Q2	$22.2M	Buy	28,500 +27,000	+1,800%	+$21M	1.15%	24
2025 Q1	$1.24M	Hold	1,500	–	–	0.16%	38
2024 Q4	$1.16M	Buy	+1,500	New	+$1.24M	0.05%	49
2024 Q1	–	Sell	-90,000	Closed	-$52.5M	–	52
2023 Q4	$52.5M	Buy	90,000 +60,000	+200%	+$35M	1.3%	8
2023 Q3	$16.1M	Hold	30,000	–	–	0.78%	14
2023 Q2	$14.1M	Hold	30,000	–	–	2.53%	11
2023 Q1	$10.3M	Buy	+30,000	New	+$10.1M	1.13%	21

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

NWI Management's LLY Position: Q1 2026 in Review

NWI Management increased its Eli Lilly (LLY) stake by 3,600% in Q1 2026, buying an estimated $54.7M and bringing the position to 55,500 shares worth $51M. The position accounts for 2.9% of the portfolio, ranked #11.

NWI Management first reported a position in LLY in Q1 2023 and has held it in 10 quarters since. The position peaked at $52.5M in Q4 2023. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

NWI Management held 55,500 shares of Eli Lilly worth $51M as of Q1 2026.
NWI Management bought 54,000 Eli Lilly shares in Q1 2026, an estimated $54.7M.
Eli Lilly made up 2.9% of NWI Management's portfolio in Q1 2026, its #11 holding.
NWI Management first reported a position in Eli Lilly in Q1 2023 and has held it in 10 quarters since.
NWI Management's Eli Lilly position peaked at $52.5M in Q4 2023.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on NWI Management's 13F filing for Q1 2026, filed 15 May 2026.