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Patten & Patten’s Eli Lilly LLY Stock Holding History

Patten & Patten’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 		$14M Sell
15,238
-126
-0.8% -$128K 0.85% 29
2025
Q4 		$16.5M Sell
15,364
-912
-6% -$872K 0.97% 25
2025
Q3 		$12.4M Sell
16,276
-456
-3% -$339K 0.73% 35
2025
Q2 		$13M Sell
16,732
-187
-1% -$145K 0.84% 33
2025
Q1 		$14M Buy
16,919
+644
+4% +$536K 0.94% 29
2024
Q4 		$12.6M Buy
16,275
+5
+0% +$4.14K 0.83% 34
2024
Q3 		$14.4M Sell
16,270
-158
-1% -$142K 0.96% 31
2024
Q2 		$14.9M Sell
16,428
-258
-2% -$206K 1.04% 27
2024
Q1 		$13M Buy
16,686
+1,051
+7% +$748K 0.92% 31
2023
Q4 		$9.11M Sell
15,635
-1,853
-11% -$1.08M 0.75% 41
2023
Q3 		$9.39M Buy
17,488
+506
+3% +$261K 0.83% 38
2023
Q2 		$7.96M Sell
16,982
-195
-1% -$81.8K 0.66% 47
2023
Q1 		$5.9M Buy
17,177
+5,266
+44% +$1.78M 0.52% 54
2022
Q4 		$4.36M Buy
11,911
+4,631
+64% +$1.64M 0.4% 68
2022
Q3 		$2.35M Buy
7,280
+151
+2% +$47.8K 0.22% 82
2022
Q2 		$2.31M Buy
7,129
+774
+12% +$232K 0.2% 84
2022
Q1 		$1.82M Sell
6,355
-10
-0.2% -$2.57K 0.13% 114
2021
Q4 		$1.76M Buy
6,365
+59
+0.9% +$15K 0.12% 117
2021
Q3 		$1.46M Buy
6,306
+9
+0.1% +$2.22K 0.11% 121
2021
Q2 		$1.45M Buy
6,297
+1,042
+20% +$209K 0.11% 120
2021
Q1 		$982K Sell
5,255
-1,143
-18% -$224K 0.08% 147
2020
Q4 		$1.08M Buy
6,398
+350
+6% +$52.3K 0.09% 135
2020
Q3 		$895K Sell
6,048
-164
-3% -$25.4K 0.09% 138
2020
Q2 		$1.02M Buy
6,212
+622
+11% +$95.5K 0.11% 126
2020
Q1 		$775K Hold
5,590
– – 0.1% 131
2019
Q4 		$735K Hold
5,590
– – 0.07% 158
2019
Q3 		$625K Buy
5,590
+351
+7% +$39.1K 0.07% 160
2019
Q2 		$580K Sell
5,239
-50
-0.9% -$5.89K 0.06% 161
2019
Q1 		$686K Buy
5,289
+1
+0% +$122 0.08% 154
2018
Q4 		$612K Hold
5,288
– – 0.08% 154
2018
Q3 		$567K Sell
5,288
-60
-1% -$6K 0.06% 166
2018
Q2 		$456K Sell
5,348
-1,500
-22% -$123K 0.05% 181
2018
Q1 		$530K Sell
6,848
-450
-6% -$36.2K 0.05% 170
2017
Q4 		$616K Hold
7,298
– – 0.06% 166
2017
Q3 		$624K Sell
7,298
-131
-2% -$10.7K 0.07% 168
2017
Q2 		$611K Buy
7,429
+400
+6% +$32.6K 0.07% 163
2017
Q1 		$591K Sell
7,029
-810
-10% -$64.9K 0.07% 158
2016
Q4 		$577K Sell
7,839
-299
-4% -$22.3K 0.07% 148
2016
Q3 		$653K Sell
8,138
-901
-10% -$72.1K 0.08% 142
2016
Q2 		$712K Buy
9,039
+630
+7% +$47.4K 0.1% 133
2016
Q1 		$606K Sell
8,409
-1,000
-11% -$75.7K 0.09% 139
2015
Q4 		$793K Buy
9,409
+90
+1% +$7.47K 0.11% 118
2015
Q3 		$780K Buy
9,319
+150
+2% +$12.7K 0.12% 115
2015
Q2 		$766K Sell
9,169
-918
-9% -$69.9K 0.11% 127
2015
Q1 		$733K Sell
10,087
-264
-3% -$18.8K 0.11% 132
2014
Q4 		$714K Buy
10,351
+7
+0.1% +$472 0.11% 134
2014
Q3 		$671K Buy
10,344
+902
+10% +$57.1K 0.11% 134
2014
Q2 		$587K Sell
9,442
-4,752
-33% -$284K 0.1% 137
2014
Q1 		$835K Buy
14,194
+8
+0.1% +$446 0.11% 146
2013
Q4 		$723K Sell
14,186
-1,666
-11% -$83.4K 0.1% 159
2013
Q3 		$798K Sell
15,852
-4,910
-24% -$257K 0.12% 136
2013
Q2 		$1.02M Buy
+20,762
New +$1.13M 0.17% 115

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

Patten & Patten's LLY Position: Q1 2026 in Review

Patten & Patten reduced its Eli Lilly (LLY) stake by 0.82% in Q1 2026, selling an estimated $128K and leaving 15,238 shares worth $14M. The position accounts for 0.85% of the portfolio, ranked #29.

Patten & Patten first reported a position in LLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $16.5M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Patten & Patten held 15,238 shares of Eli Lilly worth $14M as of Q1 2026.
  • Patten & Patten sold 126 Eli Lilly shares in Q1 2026, an estimated $128K.
  • Eli Lilly made up 0.85% of Patten & Patten's portfolio in Q1 2026, its #29 holding.
  • Patten & Patten first reported a position in Eli Lilly in Q2 2013 and has held it in 52 quarters since.
  • Patten & Patten's Eli Lilly position peaked at $16.5M in Q4 2025.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.