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Principal Street Partners’s Eli Lilly LLY Stock Holding History

Principal Street 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 		$1.4M Sell
1,523
-55
-3% -$55.8K 0.23% 68
2025
Q4 		$1.7M Sell
1,578
-932
-37% -$891K 0.29% 64
2025
Q3 		$1.92M Sell
2,510
-2,787
-53% -$2.07M 0.31% 64
2025
Q2 		$4.13M Buy
5,297
+3,018
+132% +$2.35M 0.4% 62
2025
Q1 		$1.88M Buy
2,279
+120
+6% +$99.9K 0.35% 60
2024
Q4 		$1.67M Sell
2,159
-1,426
-40% -$1.18M 0.33% 57
2024
Q3 		$3.23M Buy
3,585
+1,305
+57% +$1.17M 0.53% 58
2024
Q2 		$2.06M Sell
2,280
-29
-1% -$23.2K 0.37% 58
2024
Q1 		$1.77M Sell
2,309
-288
-11% -$205K 0.33% 59
2023
Q4 		$1.51M Sell
2,597
-205
-7% -$120K 0.37% 59
2023
Q3 		$1.51M Sell
2,802
-169
-6% -$87.1K 0.3% 66
2023
Q2 		$1.39M Sell
2,971
-34
-1% -$14.3K 0.33% 60
2023
Q1 		$1.03M Sell
3,005
-848
-22% -$286K 0.26% 68
2022
Q4 		$1.41M Sell
3,853
-128
-3% -$45.4K 0.36% 56
2022
Q3 		$1.29M Buy
3,981
+286
+8% +$90.6K 0.34% 61
2022
Q2 		$1.2M Sell
3,695
-315
-8% -$94.6K 0.31% 61
2022
Q1 		$1.15M Buy
4,010
+173
+5% +$44.5K 0.26% 68
2021
Q4 		$1.06M Buy
+3,837
New +$973K 0.26% 69

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

Principal Street Partners's LLY Position: Q1 2026 in Review

Principal Street Partners reduced its Eli Lilly (LLY) stake by 3.5% in Q1 2026, selling an estimated $55.8K and leaving 1,523 shares worth $1.4M. The position accounts for 0.23% of the portfolio, ranked #68.

Principal Street Partners first reported a position in LLY in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.13M in Q2 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Principal Street Partners held 1,523 shares of Eli Lilly worth $1.4M as of Q1 2026.
  • Principal Street Partners sold 55 Eli Lilly shares in Q1 2026, an estimated $55.8K.
  • Eli Lilly made up 0.23% of Principal Street Partners's portfolio in Q1 2026, its #68 holding.
  • Principal Street Partners first reported a position in Eli Lilly in Q4 2021 and has held it in 18 quarters since.
  • Principal Street Partners's Eli Lilly position peaked at $4.13M in Q2 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Principal Street Partners's 13F filing for Q1 2026, filed 15 May 2026.