Portfolio Design Labs’s Eli Lilly LLY Stock Holding History

Portfolio Design Labs’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	$8.08M	Sell	8,783 -1,380	-14%	-$1.4M	1.44%	16
2025 Q4	$10.9M	Sell	10,163 -65	-0.6%	-$62.2K	1.8%	13
2025 Q3	$7.8M	Buy	10,228 +783	+8%	+$583K	1.34%	16
2025 Q2	$7.36M	Buy	9,445 +3,905	+70%	+$3.03M	1.45%	16
2025 Q1	$4.58M	Sell	5,540 -2,151	-28%	-$1.79M	0.94%	24
2024 Q4	$5.94M	Buy	7,691 +929	+14%	+$769K	1.22%	16
2024 Q3	$5.99M	Sell	6,762 -719	-10%	-$646K	1.67%	9
2024 Q2	$6.77M	Buy	7,481 +89	+1%	+$71.2K	2.09%	9
2024 Q1	$5.75M	Sell	7,392 -1,111	-13%	-$791K	1.93%	8
2023 Q4	$4.96M	Buy	+8,503	New	+$4.96M	1.88%	16

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

Portfolio Design Labs's LLY Position: Q1 2026 in Review

Portfolio Design Labs reduced its Eli Lilly (LLY) stake by 14% in Q1 2026, selling an estimated $1.4M and leaving 8,783 shares worth $8.08M. The position accounts for 1.44% of the portfolio, ranked #16.

Portfolio Design Labs first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.9M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Portfolio Design Labs held 8,783 shares of Eli Lilly worth $8.08M as of Q1 2026.
Portfolio Design Labs sold 1,380 Eli Lilly shares in Q1 2026, an estimated $1.4M.
Eli Lilly made up 1.44% of Portfolio Design Labs's portfolio in Q1 2026, its #16 holding.
Portfolio Design Labs first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
Portfolio Design Labs's Eli Lilly position peaked at $10.9M in Q4 2025.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Portfolio Design Labs's 13F filing for Q1 2026, filed 11 May 2026.