Optimist Retirement Group’s Eli Lilly LLY Stock Holding History

Optimist Retirement Group’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	$2.94M	Sell	3,197 -356	-10%	-$361K	1.3%	10
2025 Q4	$3.82M	Sell	3,553 -82	-2%	-$78.4K	1.75%	10
2025 Q3	$2.77M	Buy	3,635 +105	+3%	+$78.1K	1.25%	15
2025 Q2	$2.75M	Buy	3,530 +99	+3%	+$76.9K	1.32%	13
2025 Q1	$2.83M	Buy	3,431 +249	+8%	+$207K	1.42%	10
2024 Q4	$2.46M	Buy	3,182 +18	+0.6%	+$14.9K	1.16%	16
2024 Q3	$2.8M	Buy	3,164 +531	+20%	+$477K	1.27%	12
2024 Q2	$2.38M	Sell	2,633 -418	-14%	-$334K	1.25%	16
2024 Q1	$2.37M	Sell	3,051 -1,257	-29%	-$895K	1.22%	16
2023 Q4	$2.51M	Buy	+4,308	New	+$2.51M	1.63%	11

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

Optimist Retirement Group's LLY Position: Q1 2026 in Review

Optimist Retirement Group reduced its Eli Lilly (LLY) stake by 10% in Q1 2026, selling an estimated $361K and leaving 3,197 shares worth $2.94M. The position accounts for 1.3% of the portfolio, ranked #10.

Optimist Retirement Group first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.82M in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Optimist Retirement Group held 3,197 shares of Eli Lilly worth $2.94M as of Q1 2026.
Optimist Retirement Group sold 356 Eli Lilly shares in Q1 2026, an estimated $361K.
Eli Lilly made up 1.3% of Optimist Retirement Group's portfolio in Q1 2026, its #10 holding.
Optimist Retirement Group first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
Optimist Retirement Group's Eli Lilly position peaked at $3.82M in Q4 2025.
4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Optimist Retirement Group's 13F filing for Q1 2026, filed 11 May 2026.