Pinnacle West Asset Management’s Eli Lilly LLY Stock Holding History

Pinnacle West Asset Management’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	$3.92M	Sell	4,256 -125	-3%	-$127K	2.66%	5
2025 Q4	$4.71M	Sell	4,381 -40	-0.9%	-$38.2K	3.06%	4
2025 Q3	$3.37M	Buy	4,421 +13	+0.3%	+$9.67K	2.18%	9
2025 Q2	$3.44M	Sell	4,408 -23	-0.5%	-$17.9K	2.38%	7
2025 Q1	$3.66M	Buy	4,431 +6	+0.1%	+$4.99K	2.64%	6
2024 Q4	$3.42M	Sell	4,425 -120	-3%	-$99.4K	2.45%	8
2024 Q3	$4.03M	Sell	4,545 -5	-0.1%	-$4.5K	2.89%	4
2024 Q2	$4.12M	Sell	4,550 -15	-0.3%	-$12K	3.2%	4
2024 Q1	$3.55M	Sell	4,565 -5	-0.1%	-$3.56K	2.82%	3
2023 Q4	$2.66M	Buy	4,570 +25	+0.6%	+$14.6K	2.28%	8
2023 Q3	$2.44M	Buy	4,545 +95	+2%	+$49K	2.39%	6
2023 Q2	$2.09M	Sell	4,450 -30	-0.7%	-$12.6K	2.03%	8
2023 Q1	$1.54M	Buy	+4,480	New	+$1.51M	1.61%	12

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

Pinnacle West Asset Management's LLY Position: Q1 2026 in Review

Pinnacle West Asset Management reduced its Eli Lilly (LLY) stake by 2.9% in Q1 2026, selling an estimated $127K and leaving 4,256 shares worth $3.92M. The position accounts for 2.66% of the portfolio, ranked #5.

Pinnacle West Asset Management first reported a position in LLY in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.71M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Pinnacle West Asset Management held 4,256 shares of Eli Lilly worth $3.92M as of Q1 2026.
Pinnacle West Asset Management sold 125 Eli Lilly shares in Q1 2026, an estimated $127K.
Eli Lilly made up 2.66% of Pinnacle West Asset Management's portfolio in Q1 2026, its #5 holding.
Pinnacle West Asset Management first reported a position in Eli Lilly in Q1 2023 and has held it in 13 quarters since.
Pinnacle West Asset Management's Eli Lilly position peaked at $4.71M in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Pinnacle West Asset Management's 13F filing for Q1 2026, filed 15 May 2026.