PFS Partners’s Eli Lilly LLY Stock Holding History

PFS Partners’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	$295K	Hold	320	–	–	0.14%	66
2025 Q4	$344K	Hold	320	–	–	0.16%	58
2025 Q3	$244K	Sell	320 -12	-4%	-$8.93K	0.12%	66
2025 Q2	$259K	Buy	332 +7	+2%	+$5.44K	0.13%	58
2025 Q1	$269K	Hold	325	–	–	0.14%	53
2024 Q4	$251K	Hold	325	–	–	0.13%	56
2024 Q3	$288K	Sell	325 -50	-13%	-$45K	0.16%	47
2024 Q2	$340K	Hold	375	–	–	0.21%	40
2024 Q1	$292K	Sell	375 -25	-6%	-$17.8K	0.19%	45
2023 Q4	$233K	Hold	400	–	–	0.16%	48
2023 Q3	$215K	Hold	400	–	–	0.19%	38
2023 Q2	$188K	Buy	400 +25	+7%	+$10.5K	0.16%	42
2023 Q1	$129K	Hold	375	–	–	0.13%	52
2022 Q4	$137K	Hold	375	–	–	0.14%	44
2022 Q3	$121K	Hold	375	–	–	0.13%	47
2022 Q2	$122K	Sell	375 -25	-6%	-$7.5K	0.12%	51
2022 Q1	$115K	Hold	400	–	–	0.1%	61
2021 Q4	$110K	Buy	+400	New	+$101K	0.08%	66

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

PFS Partners's LLY Position: Q1 2026 in Review

PFS Partners held its Eli Lilly (LLY) position steady in Q1 2026 at 320 shares worth $295K. The position accounts for 0.14% of the portfolio, ranked #66.

PFS Partners first reported a position in LLY in Q4 2021 and has held it in 18 quarters since. The position peaked at $344K in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

PFS Partners held 320 shares of Eli Lilly worth $295K as of Q1 2026.
PFS Partners left its Eli Lilly share count unchanged in Q1 2026.
Eli Lilly made up 0.14% of PFS Partners's portfolio in Q1 2026, its #66 holding.
PFS Partners first reported a position in Eli Lilly in Q4 2021 and has held it in 18 quarters since.
PFS Partners's Eli Lilly position peaked at $344K in Q4 2025.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on PFS Partners's 13F filing for Q1 2026, filed 9 Apr 2026.