Patten Group’s Eli Lilly LLY Stock Holding History

Patten 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	$2.38M	Buy	2,588 +89	+4%	+$90.2K	0.41%	73
2025 Q4	$2.69M	Buy	2,499 +45	+2%	+$43K	0.5%	54
2025 Q3	$1.87M	Sell	2,454 -130	-5%	-$96.7K	0.36%	85
2025 Q2	$2.01M	Sell	2,584 -171	-6%	-$133K	0.43%	72
2025 Q1	$2.28M	Sell	2,755 -138	-5%	-$115K	0.52%	48
2024 Q4	$2.23M	Sell	2,893 -67	-2%	-$55.5K	0.49%	54
2024 Q3	$2.62M	Sell	2,960 -65	-2%	-$58.4K	0.58%	47
2024 Q2	$2.74M	Buy	3,025 +162	+6%	+$130K	0.65%	40
2024 Q1	$2.23M	Sell	2,863 -8	-0.3%	-$5.69K	0.55%	48
2023 Q4	$1.67M	Sell	2,871 -74	-3%	-$43.2K	0.45%	62
2023 Q3	$1.58M	Sell	2,945 -79	-3%	-$40.7K	0.47%	56
2023 Q2	$1.42M	Sell	3,024 -13	-0.4%	-$5.45K	0.21%	72
2023 Q1	$1.04M	Buy	3,037 +1	+0%	+$337	0.31%	92
2022 Q4	$1.11M	Sell	3,036 -16	-0.5%	-$5.67K	0.35%	88
2022 Q3	$997K	Buy	3,052 +158	+5%	+$50.1K	0.34%	90
2022 Q2	$949K	Sell	2,894 -33	-1%	-$9.91K	0.3%	99
2022 Q1	$838K	Sell	2,927 -53	-2%	-$13.6K	0.24%	116
2021 Q4	$823K	Buy	2,980 +127	+4%	+$32.2K	0.22%	120
2021 Q3	$659K	Buy	2,853 +801	+39%	+$198K	0.19%	131
2021 Q2	$471K	Buy	2,052 +190	+10%	+$38.2K	0.14%	167
2021 Q1	$348K	Buy	1,862 +305	+20%	+$59.7K	0.11%	185
2020 Q4	$263K	Hold	1,557	–	–	0.07%	204
2020 Q3	$230K	Hold	1,557	–	–	0.09%	203
2020 Q2	$256K	Sell	1,557 -283	-15%	-$43.4K	0.11%	180
2020 Q1	$255K	Buy	1,840 +240	+15%	+$33K	0.13%	159
2019 Q4	$210K	Buy	+1,600	New	+$185K	0.08%	204
2019 Q2	–	Sell	-1,700	Closed	-$221K	–	208
2019 Q1	$221K	Hold	1,700	–	–	0.1%	182
2018 Q4	$197K	Buy	1,700 +200	+13%	+$22.3K	0.09%	171
2018 Q3	$161K	Hold	1,500	–	–	0.06%	210
2018 Q2	$128K	Hold	1,500	–	–	0.05%	223
2018 Q1	$116K	Hold	1,500	–	–	0.05%	234
2017 Q4	$127K	Hold	1,500	–	–	0.05%	229
2017 Q3	$128K	Hold	1,500	–	–	0.05%	232
2017 Q2	$123K	Hold	1,500	–	–	0.05%	237
2017 Q1	$128K	Hold	1,500	–	–	0.06%	220
2016 Q4	$113K	Hold	1,500	–	–	0.05%	227
2016 Q3	$120K	Hold	1,500	–	–	0.06%	217
2016 Q2	$118K	Hold	1,500	–	–	0.06%	217
2016 Q1	$108K	Buy	1,500 +1,000	+200%	+$75.7K	0.05%	225
2015 Q4	$42.1K	Sell	500 -4,080	-89%	-$339K	0.02%	330
2015 Q3	$383K	Hold	4,580	–	–	0.2%	112
2015 Q2	$382K	Buy	4,580 +95	+2%	+$7.24K	0.18%	119
2015 Q1	$326K	Hold	4,485	–	–	0.17%	134
2014 Q4	$310K	Buy	+4,485	New	+$303K	0.15%	141

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

Patten Group's LLY Position: Q1 2026 in Review

Patten Group increased its Eli Lilly (LLY) stake by 3.6% in Q1 2026, buying an estimated $90.2K and bringing the position to 2,588 shares worth $2.38M. The position accounts for 0.41% of the portfolio, ranked #73.

Patten Group first reported a position in LLY in Q4 2014 and has held it in 44 quarters since. The position peaked at $2.74M in Q2 2024. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Patten Group held 2,588 shares of Eli Lilly worth $2.38M as of Q1 2026.
Patten Group bought 89 Eli Lilly shares in Q1 2026, an estimated $90.2K.
Eli Lilly made up 0.41% of Patten Group's portfolio in Q1 2026, its #73 holding.
Patten Group first reported a position in Eli Lilly in Q4 2014 and has held it in 44 quarters since.
Patten Group's Eli Lilly position peaked at $2.74M in Q2 2024.
4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.