RoundAngle Advisors’s Eli Lilly LLY Stock Holding History

RoundAngle Advisors’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	$2.06M	Buy	2,237 +60	+3%	+$60.8K	1.54%	29
2025 Q4	$2.34M	Buy	2,177 +98	+5%	+$93.7K	1.7%	23
2025 Q3	$1.59M	Sell	2,079 -30	-1%	-$22.3K	1.23%	37
2025 Q2	$1.64M	Buy	2,109 +97	+5%	+$75.4K	1.37%	34
2025 Q1	$1.66M	Buy	2,012 +38	+2%	+$31.6K	1.53%	28
2024 Q4	$1.52M	Buy	+1,974	New	+$1.63M	1.45%	27

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

RoundAngle Advisors's LLY Position: Q1 2026 in Review

RoundAngle Advisors increased its Eli Lilly (LLY) stake by 2.8% in Q1 2026, buying an estimated $60.8K and bringing the position to 2,237 shares worth $2.06M. The position accounts for 1.54% of the portfolio, ranked #29.

RoundAngle Advisors first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.34M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

RoundAngle Advisors held 2,237 shares of Eli Lilly worth $2.06M as of Q1 2026.
RoundAngle Advisors bought 60 Eli Lilly shares in Q1 2026, an estimated $60.8K.
Eli Lilly made up 1.54% of RoundAngle Advisors's portfolio in Q1 2026, its #29 holding.
RoundAngle Advisors first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
RoundAngle Advisors's Eli Lilly position peaked at $2.34M in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on RoundAngle Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.