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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
2024
Q2 		– Sell
-500
Closed -$389K – 389
2024
Q1 		$389K Buy
+500
New +$356K 0.06% 214

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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. 4,363 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.
  • 4,363 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.