Parnassus Investments’s Eli Lilly LLY Stock Holding History

Parnassus Investments’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	$860M	Sell	935,462 -74,930	-7%	-$76M	2.52%	10
2025 Q4	$1.09B	Buy	1,010,392 +382,112	+61%	+$365M	2.82%	8
2025 Q3	$479M	Sell	628,280 -219,296	-26%	-$163M	1.11%	35
2025 Q2	$661M	Sell	847,576 -35,204	-4%	-$27.4M	1.52%	28
2025 Q1	$729M	Sell	882,780 -51,922	-6%	-$43.2M	1.75%	22
2024 Q4	$722M	Buy	934,702 +932,309	+38,960%	+$772M	1.6%	23
2024 Q3	$2.12M	Buy	2,393 +318	+15%	+$286K	﹤0.01%	116
2024 Q2	$1.88M	Buy	2,075 +434	+26%	+$347K	﹤0.01%	118
2024 Q1	$1.28M	Buy	1,641 +203	+14%	+$144K	﹤0.01%	124
2023 Q4	$838K	Buy	1,438 +74	+5%	+$43.2K	﹤0.01%	118
2023 Q3	$733K	Buy	1,364 +231	+20%	+$119K	﹤0.01%	123
2023 Q2	$531K	Buy	1,133 +102	+10%	+$42.8K	﹤0.01%	119
2023 Q1	$354K	Buy	1,031 +169	+20%	+$57K	﹤0.01%	125
2022 Q4	$315K	Buy	+862	New	+$306K	﹤0.01%	126

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

Parnassus Investments's LLY Position: Q1 2026 in Review

Parnassus Investments reduced its Eli Lilly (LLY) stake by 7.4% in Q1 2026, selling an estimated $76M and leaving 935,462 shares worth $860M. The position accounts for 2.52% of the portfolio, ranked #10.

Parnassus Investments first reported a position in LLY in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.09B in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Parnassus Investments held 935,462 shares of Eli Lilly worth $860M as of Q1 2026.
Parnassus Investments sold 74,930 Eli Lilly shares in Q1 2026, an estimated $76M.
Eli Lilly made up 2.52% of Parnassus Investments's portfolio in Q1 2026, its #10 holding.
Parnassus Investments first reported a position in Eli Lilly in Q4 2022 and has held it in 14 quarters since.
Parnassus Investments's Eli Lilly position peaked at $1.09B in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Parnassus Investments's 13F filing for Q1 2026, filed 12 May 2026.