Osbon Capital Management’s Eli Lilly LLY Stock Holding History

Osbon Capital 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	$21.7K	Hold	24	–	–	0.02%	224
2025 Q4	$25.3K	Buy	+24	New	+$22.9K	0.02%	167

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

Osbon Capital Management's LLY Position: Q1 2026 in Review

Osbon Capital Management held its Eli Lilly (LLY) position steady in Q1 2026 at 24 shares worth $21.7K. The position accounts for 0.02% of the portfolio, ranked #224.

Osbon Capital Management first reported a position in LLY in Q4 2025 and has held it in 2 quarters since. The position peaked at $25.3K in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Osbon Capital Management held 24 shares of Eli Lilly worth $21.7K as of Q1 2026.
Osbon Capital Management left its Eli Lilly share count unchanged in Q1 2026.
Eli Lilly made up 0.02% of Osbon Capital Management's portfolio in Q1 2026, its #224 holding.
Osbon Capital Management first reported a position in Eli Lilly in Q4 2025 and has held it in 2 quarters since.
Osbon Capital Management's Eli Lilly position peaked at $25.3K in Q4 2025.
4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

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