PCP
LLY icon

Proficio Capital Partners’s Eli Lilly LLY Stock Holding History

Proficio Capital 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 		$6.7M Buy
7,281
+10
+0.1% +$10.1K 0.36% 49
2025
Q4 		$7.81M Sell
7,271
-2,020
-22% -$1.93M 0.55% 37
2025
Q3 		$7.09M Sell
9,291
-7,515
-45% -$5.59M 0.49% 37
2025
Q2 		$13.1M Sell
16,806
-1,435
-8% -$1.12M 0.81% 29
2025
Q1 		$15.1M Buy
18,241
+11,502
+171% +$9.57M 1.16% 18
2024
Q4 		$5.2M Buy
6,739
+1,562
+30% +$1.29M 0.42% 43
2024
Q3 		$4.59M Sell
5,177
-1,405
-21% -$1.26M 0.46% 40
2024
Q2 		$5.96M Buy
6,582
+71
+1% +$56.8K 0.63% 27
2024
Q1 		$5.06M Buy
6,511
+106
+2% +$75.4K 0.56% 38
2023
Q4 		$3.73M Sell
6,405
-32
-0.5% -$18.7K 0.46% 37
2023
Q3 		$3.46M Buy
6,437
+172
+3% +$88.6K 0.46% 37
2023
Q2 		$2.94M Buy
6,265
+62
+1% +$26K 0.4% 42
2023
Q1 		$2.13M Buy
6,203
+3,075
+98% +$1.04M 0.34% 48
2022
Q4 		$1.14M Buy
3,128
+26
+0.8% +$9.22K 0.22% 66
2022
Q3 		$1M Buy
3,102
+68
+2% +$21.5K 0.18% 77
2022
Q2 		$984K Buy
3,034
+225
+8% +$67.5K 0.18% 76
2022
Q1 		$804K Sell
2,809
-283
-9% -$72.8K 0.12% 91
2021
Q4 		$854K Buy
3,092
+49
+2% +$12.4K 0.12% 104
2021
Q3 		$703K Sell
3,043
-65
-2% -$16K 0.09% 116
2021
Q2 		$713K Sell
3,108
-51
-2% -$10.2K 0.09% 110
2021
Q1 		$590K Buy
3,159
+1,099
+53% +$215K 0.08% 117
2020
Q4 		$348K Sell
2,060
-571
-22% -$85.3K 0.05% 124
2020
Q3 		$335K Buy
2,631
+296
+13% +$45.8K 0.06% 118
2020
Q2 		$383K Buy
2,335
+340
+17% +$52.2K 0.08% 105
2020
Q1 		$318K Buy
+1,995
New +$274K 0.08% 105
2019
Q3 		– Sell
-1,346
Closed -$149K – 909
2019
Q2 		$149K Sell
1,346
-451
-25% -$53.1K 0.05% 164
2019
Q1 		$233K Buy
1,797
+670
+59% +$81.5K 0.08% 118
2018
Q4 		$130K Buy
1,127
+541
+92% +$60.4K 0.06% 143
2018
Q3 		$63K Buy
586
+26
+5% +$2.6K 0.02% 295
2018
Q2 		$48K Buy
560
+72
+15% +$5.91K 0.02% 368
2018
Q1 		$38K Sell
488
-279
-36% -$22.5K 0.01% 421
2017
Q4 		$65K Buy
767
+46
+6% +$3.91K 0.02% 291
2017
Q3 		$62K Buy
721
+254
+54% +$20.8K 0.03% 334
2017
Q2 		$38K Sell
467
-126
-21% -$10.3K 0.02% 447
2017
Q1 		$46K Buy
593
+355
+149% +$28.4K 0.02% 405
2016
Q4 		$18K Sell
238
-101
-30% -$7.52K 0.01% 481
2016
Q3 		$27K Hold
339
– – 0.02% 376
2016
Q2 		$28K Buy
339
+231
+214% +$17.4K 0.02% 371
2016
Q1 		$8K Sell
108
-162
-60% -$12.3K 0.01% 437
2015
Q4 		$23K Buy
+270
New +$22.4K 0.02% 177

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

Proficio Capital Partners's LLY Position: Q1 2026 in Review

Proficio Capital Partners increased its Eli Lilly (LLY) stake by 0.14% in Q1 2026, buying an estimated $10.1K and bringing the position to 7,281 shares worth $6.7M. The position accounts for 0.36% of the portfolio, ranked #49.

Proficio Capital Partners first reported a position in LLY in Q4 2015 and has held it in 40 quarters since. The position peaked at $15.1M in Q1 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Proficio Capital Partners held 7,281 shares of Eli Lilly worth $6.7M as of Q1 2026.
  • Proficio Capital Partners bought 10 Eli Lilly shares in Q1 2026, an estimated $10.1K.
  • Eli Lilly made up 0.36% of Proficio Capital Partners's portfolio in Q1 2026, its #49 holding.
  • Proficio Capital Partners first reported a position in Eli Lilly in Q4 2015 and has held it in 40 quarters since.
  • Proficio Capital Partners's Eli Lilly position peaked at $15.1M in Q1 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.