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Rather & Kittrell’s Eli Lilly LLY Stock Holding History

Rather & Kittrell’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 		$330K Buy
359
+61
+20% +$61.8K 0.05% 89
2025
Q4 		$320K Buy
+298
New +$285K 0.05% 90
2025
Q3 		– Sell
-1,307
Closed -$1.02M – 100
2025
Q2 		$1.02M Sell
1,307
-8
-0.6% -$6.22K 0.2% 43
2025
Q1 		$1.09M Buy
+1,315
New +$1.09M 0.24% 36
2022
Q1 		– Sell
-191
Closed -$52K – 195
2021
Q4 		$52K Buy
+191
New +$48.4K 0.05% 125

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

Rather & Kittrell's LLY Position: Q1 2026 in Review

Rather & Kittrell increased its Eli Lilly (LLY) stake by 20% in Q1 2026, buying an estimated $61.8K and bringing the position to 359 shares worth $330K. The position accounts for 0.05% of the portfolio, ranked #89.

Rather & Kittrell first reported a position in LLY in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.09M in Q1 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Rather & Kittrell held 359 shares of Eli Lilly worth $330K as of Q1 2026.
  • Rather & Kittrell bought 61 Eli Lilly shares in Q1 2026, an estimated $61.8K.
  • Eli Lilly made up 0.05% of Rather & Kittrell's portfolio in Q1 2026, its #89 holding.
  • Rather & Kittrell first reported a position in Eli Lilly in Q4 2021 and has held it in 5 quarters since.
  • Rather & Kittrell's Eli Lilly position peaked at $1.09M in Q1 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Rather & Kittrell's 13F filing for Q1 2026, filed 12 May 2026.