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Potomac Fund Management’s Eli Lilly LLY Stock Holding History

Potomac Fund 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 		$608K Sell
661
-3
-0.5% -$3.04K 0.02% 68
2025
Q4 		$713K Buy
664
+145
+28% +$139K 0.03% 63
2025
Q3 		$396K Buy
519
+147
+40% +$109K 0.02% 85
2025
Q2 		$294K Buy
372
+26
+8% +$20.2K 0.02% 85
2025
Q1 		$283K Buy
+346
New +$288K 0.12% 64

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

Potomac Fund Management's LLY Position: Q1 2026 in Review

Potomac Fund Management reduced its Eli Lilly (LLY) stake by 0.45% in Q1 2026, selling an estimated $3.04K and leaving 661 shares worth $608K. The position accounts for 0.02% of the portfolio, ranked #68.

Potomac Fund Management first reported a position in LLY in Q1 2025 and has held it in 5 quarters since. The position peaked at $713K in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Potomac Fund Management held 661 shares of Eli Lilly worth $608K as of Q1 2026.
  • Potomac Fund Management sold 3 Eli Lilly shares in Q1 2026, an estimated $3.04K.
  • Eli Lilly made up 0.02% of Potomac Fund Management's portfolio in Q1 2026, its #68 holding.
  • Potomac Fund Management first reported a position in Eli Lilly in Q1 2025 and has held it in 5 quarters since.
  • Potomac Fund Management's Eli Lilly position peaked at $713K in Q4 2025.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Potomac Fund Management's 13F filing for Q1 2026, filed 14 May 2026.