Rakuten Investment Management’s Eli Lilly LLY Stock Holding History

Rakuten 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	$105M	Buy	118,160 +13,255	+13%	+$13.4M	0.21%	19
2025 Q4	$113M	Buy	104,905 +74,779	+248%	+$71.5M	0.38%	17
2025 Q3	$8.22M	Buy	+30,126	New	+$22.4M	0.03%	175
2025 Q1	$59.7M	Buy	+72,542	New	+$60.4M	0.27%	19
2024 Q3	$39.6M	Buy	45,066 +10,900	+32%	+$9.8M	0.23%	15
2024 Q2	$31.1M	Buy	34,166 +12,641	+59%	+$10.1M	0.2%	13
2024 Q1	$16.7M	Buy	21,525 +19,512	+969%	+$13.9M	0.12%	18
2023 Q4	$1.17M	Buy	+2,013	New	+$1.17M	0.01%	33

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

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

Rakuten Investment Management increased its Eli Lilly (LLY) stake by 13% in Q1 2026, buying an estimated $13.4M and bringing the position to 118,160 shares worth $105M. The position accounts for 0.21% of the portfolio, ranked #19.

Rakuten Investment Management first reported a position in LLY in Q4 2023 and has held it in 8 quarters since. The position peaked at $113M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Rakuten Investment Management held 118,160 shares of Eli Lilly worth $105M as of Q1 2026.
Rakuten Investment Management bought 13,255 Eli Lilly shares in Q1 2026, an estimated $13.4M.
Eli Lilly made up 0.21% of Rakuten Investment Management's portfolio in Q1 2026, its #19 holding.
Rakuten Investment Management first reported a position in Eli Lilly in Q4 2023 and has held it in 8 quarters since.
Rakuten Investment Management's Eli Lilly position peaked at $113M in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.