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Rothschild Capital Partners’s Eli Lilly LLY Stock Holding History

Rothschild Capital Partners’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 		$770K Sell
837
-677
-45% -$686K 0.19% 48
2025
Q4 		$1.63M Buy
1,514
+300
+25% +$287K 0.38% 30
2025
Q3 		$926K Hold
1,214
– – 0.22% 32
2025
Q2 		$946K Hold
1,214
– – 0.25% 29
2025
Q1 		$1M Buy
1,214
+230
+23% +$191K 0.26% 30
2024
Q4 		$760K Buy
+984
New +$815K 0.18% 36

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

Rothschild Capital Partners's LLY Position: Q1 2026 in Review

Rothschild Capital Partners reduced its Eli Lilly (LLY) stake by 45% in Q1 2026, selling an estimated $686K and leaving 837 shares worth $770K. The position accounts for 0.19% of the portfolio, ranked #48.

Rothschild Capital Partners first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.63M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Rothschild Capital Partners held 837 shares of Eli Lilly worth $770K as of Q1 2026.
  • Rothschild Capital Partners sold 677 Eli Lilly shares in Q1 2026, an estimated $686K.
  • Eli Lilly made up 0.19% of Rothschild Capital Partners's portfolio in Q1 2026, its #48 holding.
  • Rothschild Capital Partners first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
  • Rothschild Capital Partners's Eli Lilly position peaked at $1.63M in Q4 2025.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Rothschild Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.