Old Peak Finance’s Eli Lilly LLY Stock Holding History

Old Peak Finance’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	$339K	Sell	368 -7	-2%	-$7.1K	0.2%	58
2025 Q4	$403K	Buy	+375	New	+$359K	0.25%	52

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

Old Peak Finance's LLY Position: Q1 2026 in Review

Old Peak Finance reduced its Eli Lilly (LLY) stake by 1.9% in Q1 2026, selling an estimated $7.1K and leaving 368 shares worth $339K. The position accounts for 0.2% of the portfolio, ranked #58.

Old Peak Finance first reported a position in LLY in Q4 2025 and has held it in 2 quarters since. The position peaked at $403K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Old Peak Finance held 368 shares of Eli Lilly worth $339K as of Q1 2026.
Old Peak Finance sold 7 Eli Lilly shares in Q1 2026, an estimated $7.1K.
Eli Lilly made up 0.2% of Old Peak Finance's portfolio in Q1 2026, its #58 holding.
Old Peak Finance first reported a position in Eli Lilly in Q4 2025 and has held it in 2 quarters since.
Old Peak Finance's Eli Lilly position peaked at $403K in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Old Peak Finance's 13F filing for Q1 2026, filed 24 Apr 2026.