Peddock Capital Advisors’s Eli Lilly LLY Stock Holding History

Peddock Capital Advisors’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	$4.69M	Sell	5,101 -23	-0.4%	-$23.3K	1.03%	21
2025 Q4	$5.51M	Hold	5,124	–	–	1.15%	20
2025 Q3	$3.91M	Hold	5,124	–	–	0.84%	29
2025 Q2	$3.99M	Hold	5,124	–	–	0.92%	24
2025 Q1	$4.23M	Buy	5,124 +23	+0.5%	+$19.1K	1.07%	21
2024 Q4	$3.94M	Hold	5,101	–	–	0.94%	23
2024 Q3	$4.52M	Hold	5,101	–	–	1.09%	19
2024 Q2	$4.62M	Sell	5,101 -6	-0.1%	-$4.8K	1.19%	19
2024 Q1	$3.97M	Hold	5,107	–	–	1.04%	21
2023 Q4	$2.98M	Hold	5,107	–	–	0.91%	22
2023 Q3	$2.74M	Buy	5,107 +10	+0.2%	+$5.15K	0.91%	22
2023 Q2	$2.39M	Hold	5,097	–	–	0.79%	30
2023 Q1	$1.75M	Hold	5,097	–	–	0.61%	43
2022 Q4	$1.86M	Sell	5,097 -19	-0.4%	-$6.74K	0.72%	40
2022 Q3	$1.65M	Hold	5,116	–	–	0.68%	43
2022 Q2	$1.66M	Hold	5,116	–	–	0.65%	46
2022 Q1	$1.47M	Hold	5,116	–	–	0.47%	58
2021 Q4	$1.41M	Hold	5,116	–	–	0.47%	58
2021 Q3	$1.18M	Buy	5,116 +5	+0.1%	+$1.23K	0.42%	65
2021 Q2	$1.25M	Sell	5,111 -144	-3%	-$28.9K	0.44%	64
2021 Q1	$982K	Hold	5,255	–	–	0.38%	69
2020 Q4	$887K	Sell	5,255 -6	-0.1%	-$896	0.46%	56
2020 Q3	$779K	Sell	5,261 -96	-2%	-$14.9K	0.48%	55
2020 Q2	$880K	Hold	5,357	–	–	0.56%	43
2020 Q1	$743K	Hold	5,357	–	–	0.56%	46
2019 Q4	$704K	Hold	5,357	–	–	0.36%	60
2019 Q3	$599K	Hold	5,357	–	–	0.33%	64
2019 Q2	$594K	Sell	5,357 -125	-2%	-$14.7K	0.32%	66
2019 Q1	$711K	Sell	5,482 -34	-0.6%	-$4.13K	0.39%	55
2018 Q4	$638K	Hold	5,516	–	–	0.38%	57
2018 Q3	$592K	Hold	5,516	–	–	0.29%	69
2018 Q2	$471K	Hold	5,516	–	–	0.24%	76
2018 Q1	$427K	Hold	5,516	–	–	0.23%	79
2017 Q4	$466K	Hold	5,516	–	–	0.23%	78
2017 Q3	$472K	Hold	5,516	–	–	0.24%	75
2017 Q2	$454K	Hold	5,516	–	–	0.24%	73
2017 Q1	$464K	Hold	5,516	–	–	0.27%	66
2016 Q4	$406K	Buy	5,516 +432	+8%	+$32.2K	0.24%	69
2016 Q3	$408K	Hold	5,084	–	–	0.25%	65
2016 Q2	$400K	Hold	5,084	–	–	0.26%	60
2016 Q1	$366K	Hold	5,084	–	–	0.28%	60
2015 Q4	$428K	Buy	5,084 +450	+10%	+$37.3K	0.33%	61
2015 Q3	$388K	Buy	4,634 +34	+0.7%	+$2.87K	0.35%	65
2015 Q2	$384K	Hold	4,600	–	–	0.31%	76
2015 Q1	$334K	Hold	4,600	–	–	0.28%	82
2014 Q4	$317K	Hold	4,600	–	–	0.26%	84
2014 Q3	$298K	Hold	4,600	–	–	0.24%	75
2014 Q2	$286K	Hold	4,600	–	–	0.22%	76
2014 Q1	$271K	Hold	4,600	–	–	0.21%	76
2013 Q4	$235K	Buy	+4,600	New	+$230K	0.18%	80

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

Peddock Capital Advisors's LLY Position: Q1 2026 in Review

Peddock Capital Advisors reduced its Eli Lilly (LLY) stake by 0.45% in Q1 2026, selling an estimated $23.3K and leaving 5,101 shares worth $4.69M. The position accounts for 1.03% of the portfolio, ranked #21.

Peddock Capital Advisors first reported a position in LLY in Q4 2013 and has held it in 50 quarters since. The position peaked at $5.51M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Peddock Capital Advisors held 5,101 shares of Eli Lilly worth $4.69M as of Q1 2026.
Peddock Capital Advisors sold 23 Eli Lilly shares in Q1 2026, an estimated $23.3K.
Eli Lilly made up 1.03% of Peddock Capital Advisors's portfolio in Q1 2026, its #21 holding.
Peddock Capital Advisors first reported a position in Eli Lilly in Q4 2013 and has held it in 50 quarters since.
Peddock Capital Advisors's Eli Lilly position peaked at $5.51M in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Peddock Capital Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.