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PFM Health Sciences’s Eli Lilly LLY Stock Holding History

PFM Health Sciences’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
2023
Q2 		– Sell
-39,700
Closed -$13.6M – 89
2023
Q1 		$13.6M Buy
+39,700
New +$13.4M 0.6% 55
2016
Q4 		– Sell
-486,200
Closed -$39M – 110
2016
Q3 		$39M Buy
+486,200
New +$38.9M 1.14% 33

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

PFM Health Sciences's LLY Position: Q1 2026 in Review

PFM Health Sciences reduced its Eli Lilly (LLY) stake by 3.7% in Q1 2026, selling an estimated $2.56M and leaving 65,762 shares worth $60.5M. The position accounts for 5.52% of the portfolio, ranked #2.

PFM Health Sciences first reported a position in LLY in Q3 2015 and has held it in 24 quarters since. The position peaked at $270M in Q2 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • PFM Health Sciences held 65,762 shares of Eli Lilly worth $60.5M as of Q1 2026.
  • PFM Health Sciences sold 2,527 Eli Lilly shares in Q1 2026, an estimated $2.56M.
  • Eli Lilly made up 5.52% of PFM Health Sciences's portfolio in Q1 2026, its #2 holding.
  • PFM Health Sciences first reported a position in Eli Lilly in Q3 2015 and has held it in 24 quarters since.
  • PFM Health Sciences's Eli Lilly position peaked at $270M in Q2 2024.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on PFM Health Sciences's 13F filing for Q1 2026, filed 15 May 2026.