Patrick M. Sweeney & Associates’s Eli Lilly LLY Stock Holding History

Patrick M. Sweeney & Associates’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	$2.75M	Buy	2,985 +5	+0.2%	+$5.07K	1.76%	10
2025 Q4	$3.2M	Buy	2,980 +10	+0.3%	+$9.56K	2%	9
2025 Q3	$2.27M	Buy	2,970 +13	+0.4%	+$9.67K	1.46%	15
2025 Q2	$2.31M	Sell	2,957 -29	-1%	-$22.5K	1.59%	14
2025 Q1	$2.47M	Hold	2,986	–	–	1.84%	9
2024 Q4	$2.31M	Buy	2,986 +2	+0.1%	+$1.66K	1.73%	12
2024 Q3	$2.64M	Buy	2,984 +56	+2%	+$50.3K	1.94%	9
2024 Q2	$2.65M	Buy	2,928 +22	+0.8%	+$17.6K	2.14%	10
2024 Q1	$2.26M	Buy	2,906 +9	+0.3%	+$6.41K	1.86%	9
2023 Q4	$1.69M	Buy	+2,897	New	+$1.69M	1.54%	14

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

Patrick M. Sweeney & Associates's LLY Position: Q1 2026 in Review

Patrick M. Sweeney & Associates increased its Eli Lilly (LLY) stake by 0.17% in Q1 2026, buying an estimated $5.07K and bringing the position to 2,985 shares worth $2.75M. The position accounts for 1.76% of the portfolio, ranked #10.

Patrick M. Sweeney & Associates first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.2M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Patrick M. Sweeney & Associates held 2,985 shares of Eli Lilly worth $2.75M as of Q1 2026.
Patrick M. Sweeney & Associates bought 5 Eli Lilly shares in Q1 2026, an estimated $5.07K.
Eli Lilly made up 1.76% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #10 holding.
Patrick M. Sweeney & Associates first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
Patrick M. Sweeney & Associates's Eli Lilly position peaked at $3.2M in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.