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Oarsman Capital’s Eli Lilly LLY Stock Holding History

Oarsman Capital’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 		$1.9M Buy
2,061
+132
+7% +$134K 0.24% 68
2025
Q4 		$2.07M Sell
1,929
-28
-1% -$26.8K 0.27% 66
2025
Q3 		$1.49M Buy
1,957
+68
+4% +$50.6K 0.21% 79
2025
Q2 		$1.47M Buy
1,889
+7
+0.4% +$5.44K 0.23% 84
2025
Q1 		$1.55M Sell
1,882
-65
-3% -$54.1K 0.28% 76
2024
Q4 		$1.5M Sell
1,947
-85
-4% -$70.4K 0.26% 76
2024
Q3 		$1.8M Sell
2,032
-30
-1% -$27K 0.33% 61
2024
Q2 		$1.87M Hold
2,062
– – 0.41% 54
2024
Q1 		$1.6M Sell
2,062
-525
-20% -$374K 0.38% 60
2023
Q4 		$1.51M Buy
2,587
+732
+39% +$427K 0.4% 58
2023
Q3 		$996K Hold
1,855
– – 0.42% 65
2023
Q2 		$870K Hold
1,855
– – 0.38% 72
2023
Q1 		$637K Hold
1,855
– – 0.3% 81
2022
Q4 		$679K Buy
1,855
+20
+1% +$7.09K 0.35% 76
2022
Q3 		$593K Buy
1,835
+100
+6% +$31.7K 0.32% 83
2022
Q2 		$563K Hold
1,735
– – 0.28% 91
2022
Q1 		$497K Hold
1,735
– – 0.19% 115
2021
Q4 		$479K Hold
1,735
– – 0.19% 121
2021
Q3 		$401K Hold
1,735
– – 0.16% 137
2021
Q2 		$398K Hold
1,735
– – 0.16% 136
2021
Q1 		$324K Buy
1,735
+375
+28% +$73.4K 0.14% 139
2020
Q4 		$230K Sell
1,360
-50
-4% -$7.46K 0.09% 160
2020
Q3 		$209K Hold
1,410
– – 0.09% 158
2020
Q2 		$231K Buy
+1,410
New +$216K 0.11% 143

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

Oarsman Capital's LLY Position: Q1 2026 in Review

Oarsman Capital increased its Eli Lilly (LLY) stake by 6.8% in Q1 2026, buying an estimated $134K and bringing the position to 2,061 shares worth $1.9M. The position accounts for 0.24% of the portfolio, ranked #68.

Oarsman Capital first reported a position in LLY in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.07M in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Oarsman Capital held 2,061 shares of Eli Lilly worth $1.9M as of Q1 2026.
  • Oarsman Capital bought 132 Eli Lilly shares in Q1 2026, an estimated $134K.
  • Eli Lilly made up 0.24% of Oarsman Capital's portfolio in Q1 2026, its #68 holding.
  • Oarsman Capital first reported a position in Eli Lilly in Q2 2020 and has held it in 24 quarters since.
  • Oarsman Capital's Eli Lilly position peaked at $2.07M in Q4 2025.
  • 4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Oarsman Capital's 13F filing for Q1 2026, filed 28 Apr 2026.