Quest Investment Management’s Eli Lilly LLY Stock Holding History

Quest Investment 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	$11.1M	Buy	12,037 +894	+8%	+$906K	1.29%	21
2025 Q4	$12M	Sell	11,143 -3,923	-26%	-$3.75M	1.29%	21
2025 Q3	$11.5M	Sell	15,066 -3,187	-17%	-$2.37M	1.21%	24
2025 Q2	$14.2M	Buy	18,253 +1,505	+9%	+$1.17M	1.56%	20
2025 Q1	$13.8M	Sell	16,748 -2,169	-11%	-$1.8M	1.71%	19
2024 Q4	$14.6M	Buy	18,917 +2,153	+13%	+$1.78M	1.7%	17
2024 Q3	$14.9M	Sell	16,764 -5,355	-24%	-$4.81M	1.74%	17
2024 Q2	$20M	Sell	22,119 -915	-4%	-$732K	2.22%	11
2024 Q1	$17.9M	Sell	23,034 -4,743	-17%	-$3.38M	2%	13
2023 Q4	$16.2M	Buy	27,777 +17,316	+166%	+$10.1M	2.03%	15
2023 Q3	$5.62M	Buy	10,461 +7,255	+226%	+$3.74M	0.79%	39
2023 Q2	$1.5M	Buy	+3,206	New	+$1.34M	0.21%	62

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Quest Investment Management's LLY Position: Q1 2026 in Review

Quest Investment Management increased its Eli Lilly (LLY) stake by 8% in Q1 2026, buying an estimated $906K and bringing the position to 12,037 shares worth $11.1M. The position accounts for 1.29% of the portfolio, ranked #21.

Quest Investment Management first reported a position in LLY in Q2 2023 and has held it in 12 quarters since. The position peaked at $20M in Q2 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Quest Investment Management held 12,037 shares of Eli Lilly worth $11.1M as of Q1 2026.
Quest Investment Management bought 894 Eli Lilly shares in Q1 2026, an estimated $906K.
Eli Lilly made up 1.29% of Quest Investment Management's portfolio in Q1 2026, its #21 holding.
Quest Investment Management first reported a position in Eli Lilly in Q2 2023 and has held it in 12 quarters since.
Quest Investment Management's Eli Lilly position peaked at $20M in Q2 2024.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Quest Investment Management's 13F filing for Q1 2026, filed 15 May 2026.