R Squared’s Eli Lilly LLY Stock Holding History

R Squared’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	$2.43M	Buy	2,647 +2,034	+332%	+$2.06M	1.34%	6
2025 Q4	$659K	Sell	613 -31	-5%	-$29.6K	0.31%	84
2025 Q3	$491K	Sell	644 -4	-0.6%	-$2.98K	0.21%	138
2025 Q2	$505K	Buy	+648	New	+$504K	0.28%	104
2025 Q1	–	Sell	-290	Closed	-$224K	–	949
2024 Q4	$224K	Buy	+290	New	+$240K	0.22%	92

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

R Squared's LLY Position: Q1 2026 in Review

R Squared increased its Eli Lilly (LLY) stake by 332% in Q1 2026, buying an estimated $2.06M and bringing the position to 2,647 shares worth $2.43M. The position accounts for 1.34% of the portfolio, ranked #6.

R Squared first reported a position in LLY in Q4 2024 and has held it in 5 quarters since. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

R Squared held 2,647 shares of Eli Lilly worth $2.43M as of Q1 2026.
R Squared bought 2,034 Eli Lilly shares in Q1 2026, an estimated $2.06M.
Eli Lilly made up 1.34% of R Squared's portfolio in Q1 2026, its #6 holding.
R Squared first reported a position in Eli Lilly in Q4 2024 and has held it in 5 quarters since.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.