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Prudent Man Advisors’s Eli Lilly LLY Stock Holding History

Prudent Man Advisors’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 		$2.73M Buy
2,966
+1,183
+66% +$1.2M 0.82% 31
2025
Q4 		$1.92M Buy
1,783
+906
+103% +$866K 0.7% 27
2025
Q3 		$669K Sell
877
-108
-11% -$80.4K 0.25% 81
2025
Q2 		$768K Buy
985
+217
+28% +$169K 0.24% 95
2025
Q1 		$634K Buy
768
+91
+13% +$75.7K 0.23% 102
2024
Q4 		$523K Buy
677
+365
+117% +$302K 0.19% 114
2024
Q3 		$276K Buy
+312
New +$281K 0.09% 140

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

Prudent Man Advisors's LLY Position: Q1 2026 in Review

Prudent Man Advisors increased its Eli Lilly (LLY) stake by 66% in Q1 2026, buying an estimated $1.2M and bringing the position to 2,966 shares worth $2.73M. The position accounts for 0.82% of the portfolio, ranked #31.

Prudent Man Advisors first reported a position in LLY in Q3 2024 and has held it in 7 quarters since. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Prudent Man Advisors held 2,966 shares of Eli Lilly worth $2.73M as of Q1 2026.
  • Prudent Man Advisors bought 1,183 Eli Lilly shares in Q1 2026, an estimated $1.2M.
  • Eli Lilly made up 0.82% of Prudent Man Advisors's portfolio in Q1 2026, its #31 holding.
  • Prudent Man Advisors first reported a position in Eli Lilly in Q3 2024 and has held it in 7 quarters since.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Prudent Man Advisors's 13F filing for Q1 2026, filed 8 May 2026.