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Plato Investment Management’s Eli Lilly LLY Stock Holding History

Plato Investment 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 		$19.1M Buy
20,799
+2,674
+15% +$2.71M 1.29% 10
2025
Q4 		$19.6M Buy
18,125
+633
+4% +$605K 1.28% 10
2025
Q3 		$13.2M Hold
17,492
– – 0.9% 12
2025
Q2 		$13.6M Buy
17,492
+1,037
+6% +$806K 1.02% 13
2025
Q1 		$13.7M Sell
16,455
-860
-5% -$716K 1.16% 11
2024
Q4 		$13.4M Buy
17,315
+511
+3% +$423K 0.99% 12
2024
Q3 		$14.9M Buy
16,804
+1,481
+10% +$1.33M 1.21% 10
2024
Q2 		$13.9M Buy
15,323
+783
+5% +$626K 1.29% 9
2024
Q1 		$11.3M Buy
14,540
+13,539
+1,353% +$9.64M 1.17% 10
2023
Q4 		$584K Buy
+1,001
New +$584K 0.72% 27

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

Plato Investment Management's LLY Position: Q1 2026 in Review

Plato Investment Management increased its Eli Lilly (LLY) stake by 15% in Q1 2026, buying an estimated $2.71M and bringing the position to 20,799 shares worth $19.1M. The position accounts for 1.29% of the portfolio, ranked #10.

Plato Investment Management first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $19.6M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Plato Investment Management held 20,799 shares of Eli Lilly worth $19.1M as of Q1 2026.
  • Plato Investment Management bought 2,674 Eli Lilly shares in Q1 2026, an estimated $2.71M.
  • Eli Lilly made up 1.29% of Plato Investment Management's portfolio in Q1 2026, its #10 holding.
  • Plato Investment Management first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
  • Plato Investment Management's Eli Lilly position peaked at $19.6M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.