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PSI Advisors’s Eli Lilly LLY Stock Holding History

PSI 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 		$4.72M Sell
5,135
-389
-7% -$394K 1.13% 19
2025
Q4 		$5.94M Buy
5,524
+214
+4% +$205K 1.49% 17
2025
Q3 		$4.05M Buy
5,310
+556
+12% +$414K 1.04% 22
2025
Q2 		$3.71M Buy
4,754
+1,182
+33% +$918K 1.82% 14
2025
Q1 		$2.95M Buy
3,572
+337
+10% +$280K 0.96% 22
2024
Q4 		$2.5M Buy
3,235
+327
+11% +$271K 0.74% 30
2024
Q3 		$2.58M Buy
2,908
+13
+0.4% +$11.7K 0.75% 30
2024
Q2 		$2.62M Sell
2,895
-13
-0.4% -$10.4K 0.83% 28
2024
Q1 		$2.26M Sell
2,908
-54
-2% -$38.4K 0.82% 28
2023
Q4 		$1.73M Buy
2,962
+265
+10% +$155K 0.64% 33
2023
Q3 		$1.45M Buy
2,697
+55
+2% +$28.3K 0.63% 33
2023
Q2 		$1.24M Buy
2,642
+53
+2% +$22.2K 0.54% 36
2023
Q1 		$889K Buy
2,589
+766
+42% +$258K 0.43% 47
2022
Q4 		$667K Buy
1,823
+16
+0.9% +$5.67K 0.35% 56
2022
Q3 		$584K Buy
1,807
+10
+0.6% +$3.17K 0.31% 64
2022
Q2 		$583K Sell
1,797
-245
-12% -$73.5K 0.29% 72
2022
Q1 		$585K Buy
2,042
+112
+6% +$28.8K 0.24% 80
2021
Q4 		$533K Sell
1,930
-225
-10% -$57K 0.22% 88
2021
Q3 		$498K Buy
2,155
+365
+20% +$90.1K 0.23% 83
2021
Q2 		$410K Sell
1,790
-1,700
-49% -$341K 0.22% 87
2021
Q1 		$652K Sell
3,490
-609
-15% -$119K 0.38% 58
2020
Q4 		$692K Sell
4,099
-92
-2% -$13.7K 0.48% 49
2020
Q3 		$620K Buy
4,191
+1,168
+39% +$181K 0.47% 46
2020
Q2 		$496K Hold
3,023
– – 0.4% 55
2020
Q1 		$419K Buy
3,023
+1,570
+108% +$216K 0.39% 56
2019
Q4 		$190K Buy
+1,453
New +$168K 0.12% 131

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

PSI Advisors's LLY Position: Q1 2026 in Review

PSI Advisors reduced its Eli Lilly (LLY) stake by 7% in Q1 2026, selling an estimated $394K and leaving 5,135 shares worth $4.72M. The position accounts for 1.13% of the portfolio, ranked #19.

PSI Advisors first reported a position in LLY in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.94M in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • PSI Advisors held 5,135 shares of Eli Lilly worth $4.72M as of Q1 2026.
  • PSI Advisors sold 389 Eli Lilly shares in Q1 2026, an estimated $394K.
  • Eli Lilly made up 1.13% of PSI Advisors's portfolio in Q1 2026, its #19 holding.
  • PSI Advisors first reported a position in Eli Lilly in Q4 2019 and has held it in 26 quarters since.
  • PSI Advisors's Eli Lilly position peaked at $5.94M in Q4 2025.
  • 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on PSI Advisors's 13F filing for Q1 2026, filed 15 May 2026.