OPCM
LLY icon

Osborne Partners Capital Management’s Eli Lilly LLY Stock Holding History

Osborne Partners 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 		$3.18M Sell
3,457
-22
-0.6% -$22.3K 0.17% 111
2025
Q4 		$3.74M Buy
3,479
+5
+0.1% +$4.78K 0.19% 110
2025
Q3 		$2.65M Buy
3,474
+8
+0.2% +$5.95K 0.13% 119
2025
Q2 		$2.7M Buy
3,466
+194
+6% +$151K 0.14% 117
2025
Q1 		$2.7M Buy
3,272
+1
+0% +$832 0.16% 117
2024
Q4 		$2.53M Buy
3,271
+9
+0.3% +$7.45K 0.15% 117
2024
Q3 		$2.89M Sell
3,262
-189
-5% -$170K 0.16% 114
2024
Q2 		$3.12M Buy
+3,451
New +$2.76M 0.19% 111
2021
Q1 		– Sell
-3,600
Closed -$608K – 209
2020
Q4 		$608K Buy
+3,600
New +$538K 0.07% 133
2019
Q1 		– Sell
-3,600
Closed -$417K – 175
2018
Q4 		$417K Hold
3,600
– – 0.06% 145
2018
Q3 		$386K Hold
3,600
– – 0.05% 156
2018
Q2 		$307K Sell
3,600
-26
-0.7% -$2.14K 0.04% 164
2018
Q1 		$281K Buy
3,626
+26
+0.7% +$2.09K 0.04% 167
2017
Q4 		$304K Hold
3,600
– – 0.04% 166
2017
Q3 		$308K Sell
3,600
-87
-2% -$7.14K 0.04% 166
2017
Q2 		$303K Buy
3,687
+87
+2% +$7.1K 0.04% 157
2017
Q1 		$303K Hold
3,600
– – 0.04% 158
2016
Q4 		$265K Hold
3,600
– – 0.04% 161
2016
Q3 		$289K Hold
3,600
– – 0.04% 152
2016
Q2 		$283K Hold
3,600
– – 0.04% 159
2016
Q1 		$259K Hold
3,600
– – 0.04% 162
2015
Q4 		$303K Hold
3,600
– – 0.04% 155
2015
Q3 		$301K Hold
3,600
– – 0.04% 156
2015
Q2 		$301K Hold
3,600
– – 0.04% 160
2015
Q1 		$262K Sell
3,600
-555
-13% -$39.5K 0.03% 165
2014
Q4 		$287K Hold
4,155
– – 0.03% 164
2014
Q3 		$269K Sell
4,155
-30
-0.7% -$1.9K 0.03% 160
2014
Q2 		$260K Buy
4,185
+555
+15% +$33.1K 0.03% 160
2014
Q1 		$214K Buy
+3,630
New +$203K 0.03% 176

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

Osborne Partners Capital Management's LLY Position: Q1 2026 in Review

Osborne Partners Capital Management reduced its Eli Lilly (LLY) stake by 0.63% in Q1 2026, selling an estimated $22.3K and leaving 3,457 shares worth $3.18M. The position accounts for 0.17% of the portfolio, ranked #111.

Osborne Partners Capital Management first reported a position in LLY in Q1 2014 and has held it in 29 quarters since. The position peaked at $3.74M in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Osborne Partners Capital Management held 3,457 shares of Eli Lilly worth $3.18M as of Q1 2026.
  • Osborne Partners Capital Management sold 22 Eli Lilly shares in Q1 2026, an estimated $22.3K.
  • Eli Lilly made up 0.17% of Osborne Partners Capital Management's portfolio in Q1 2026, its #111 holding.
  • Osborne Partners Capital Management first reported a position in Eli Lilly in Q1 2014 and has held it in 29 quarters since.
  • Osborne Partners Capital Management's Eli Lilly position peaked at $3.74M in Q4 2025.
  • 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Osborne Partners Capital Management's 13F filing for Q1 2026, filed 27 Apr 2026.