Perennial Investment Advisors’s Eli Lilly LLY Stock Holding History

Perennial Investment 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	$1.75M	Buy	1,901 +38	+2%	+$38.5K	0.14%	124
2025 Q4	$2M	Buy	1,863 +68	+4%	+$65K	0.16%	111
2025 Q3	$1.37M	Sell	1,795 -73	-4%	-$54.3K	0.11%	149
2025 Q2	$1.46M	Buy	1,868 +57	+3%	+$44.3K	0.14%	135
2025 Q1	$1.5M	Buy	1,811 +254	+16%	+$211K	0.17%	110
2024 Q4	$1.2M	Buy	1,557 +172	+12%	+$142K	0.14%	127
2024 Q3	$1.23M	Buy	1,385 +48	+4%	+$43.2K	0.16%	106
2024 Q2	$1.21M	Buy	1,337 +124	+10%	+$99.2K	0.17%	104
2024 Q1	$943K	Buy	1,213 +215	+22%	+$153K	0.14%	115
2023 Q4	$582K	Buy	998 +65	+7%	+$37.9K	0.1%	162
2023 Q3	$501K	Sell	933 -9	-1%	-$4.64K	0.09%	175
2023 Q2	$442K	Buy	942 +43	+5%	+$18K	0.08%	194
2023 Q1	$309K	Buy	+899	New	+$303K	0.06%	233

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

Perennial Investment Advisors's LLY Position: Q1 2026 in Review

Perennial Investment Advisors increased its Eli Lilly (LLY) stake by 2% in Q1 2026, buying an estimated $38.5K and bringing the position to 1,901 shares worth $1.75M. The position accounts for 0.14% of the portfolio, ranked #124.

Perennial Investment Advisors first reported a position in LLY in Q1 2023 and has held it in 13 quarters since. The position peaked at $2M in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Perennial Investment Advisors held 1,901 shares of Eli Lilly worth $1.75M as of Q1 2026.
Perennial Investment Advisors bought 38 Eli Lilly shares in Q1 2026, an estimated $38.5K.
Eli Lilly made up 0.14% of Perennial Investment Advisors's portfolio in Q1 2026, its #124 holding.
Perennial Investment Advisors first reported a position in Eli Lilly in Q1 2023 and has held it in 13 quarters since.
Perennial Investment Advisors's Eli Lilly position peaked at $2M in Q4 2025.
4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.