O'Neil Global Advisors’s Eli Lilly LLY Stock Holding History

O'Neil Global Advisors’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	–	Sell	-40,251	Closed	-$43.3M	–	32
2025 Q4	$43.3M	Buy	+40,251	New	+$38.5M	14.88%	2
2025 Q2	–	Sell	-300	Closed	-$248K	–	63
2025 Q1	$248K	Buy	+300	New	+$250K	0.47%	18
2024 Q4	–	Sell	-3,680	Closed	-$3.26M	–	51
2024 Q3	$3.26M	Sell	3,680 -3,356	-48%	-$3.02M	0.83%	17
2024 Q2	$6.37M	Buy	+7,036	New	+$5.63M	3%	10
2022 Q4	–	Sell	-1,671	Closed	-$540K	–	48
2022 Q3	$540K	Buy	+1,671	New	+$529K	2.14%	15

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

O'Neil Global Advisors's LLY Position: Q1 2026 in Review

O'Neil Global Advisors sold out of Eli Lilly (LLY) in Q1 2026, closing a stake of 40,251 shares — an estimated $43.3M sold.

O'Neil Global Advisors first reported a position in LLY in Q3 2022 and held it in 5 quarters. The position peaked at $43.3M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

O'Neil Global Advisors reported no remaining Eli Lilly position as of Q1 2026 after selling out during the quarter.
O'Neil Global Advisors sold 40,251 Eli Lilly shares in Q1 2026, an estimated $43.3M.
O'Neil Global Advisors first reported a position in Eli Lilly in Q3 2022 and held it in 5 quarters.
O'Neil Global Advisors's Eli Lilly position peaked at $43.3M in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on O'Neil Global Advisors's 13F filing for Q1 2026, filed 11 May 2026.