Regatta Capital Group’s Eli Lilly LLY Stock Holding History

Regatta Capital Group’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	$839K	Buy	912 +73	+9%	+$74K	0.13%	104
2025 Q4	$902K	Sell	839 -25	-3%	-$23.9K	0.14%	95
2025 Q3	$659K	Sell	864 -102	-11%	-$75.9K	0.1%	119
2025 Q2	$753K	Buy	966 +47	+5%	+$36.5K	0.13%	104
2025 Q1	$759K	Buy	919 +20	+2%	+$16.6K	0.15%	98
2024 Q4	$694K	Sell	899 -22	-2%	-$18.2K	0.13%	101
2024 Q3	$816K	Buy	921 +39	+4%	+$35.1K	0.16%	91
2024 Q2	$799K	Sell	882 -17	-2%	-$13.6K	0.17%	88
2024 Q1	$699K	Sell	899 -213	-19%	-$152K	0.16%	93
2023 Q4	$648K	Buy	1,112 +11	+1%	+$6.42K	0.17%	90
2023 Q3	$591K	Buy	1,101 +20	+2%	+$10.3K	0.19%	88
2023 Q2	$507K	Sell	1,081 -132	-11%	-$55.4K	0.16%	101
2023 Q1	$444K	Hold	1,213	–	–	0.16%	109
2022 Q4	$444K	Buy	1,213 +18	+2%	+$6.38K	0.16%	109
2022 Q3	$387K	Buy	1,195 +150	+14%	+$47.5K	0.16%	108
2022 Q2	$339K	Sell	1,045 -150	-13%	-$45K	0.16%	112
2022 Q1	$342K	Hold	1,195	–	–	0.12%	126
2021 Q4	$330K	Buy	+1,195	New	+$303K	0.12%	139

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

Regatta Capital Group's LLY Position: Q1 2026 in Review

Regatta Capital Group increased its Eli Lilly (LLY) stake by 8.7% in Q1 2026, buying an estimated $74K and bringing the position to 912 shares worth $839K. The position accounts for 0.13% of the portfolio, ranked #104.

Regatta Capital Group first reported a position in LLY in Q4 2021 and has held it in 18 quarters since. The position peaked at $902K in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Regatta Capital Group held 912 shares of Eli Lilly worth $839K as of Q1 2026.
Regatta Capital Group bought 73 Eli Lilly shares in Q1 2026, an estimated $74K.
Eli Lilly made up 0.13% of Regatta Capital Group's portfolio in Q1 2026, its #104 holding.
Regatta Capital Group first reported a position in Eli Lilly in Q4 2021 and has held it in 18 quarters since.
Regatta Capital Group's Eli Lilly position peaked at $902K in Q4 2025.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Regatta Capital Group's 13F filing for Q1 2026, filed 15 Apr 2026.