Searle & Co’s Eli Lilly LLY Stock Holding History

Searle & Co’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	$2.76M	Sell	3,000 -500	-14%	-$507K	0.69%	39
2025 Q4	$3.76M	Hold	3,500	–	–	0.97%	31
2025 Q3	$2.67M	Buy	3,500 +145	+4%	+$108K	0.71%	40
2025 Q2	$2.62M	Hold	3,355	–	–	0.74%	39
2025 Q1	$2.77M	Hold	3,355	–	–	0.79%	35
2024 Q4	$2.59M	Sell	3,355 -130	-4%	-$108K	0.75%	38
2024 Q3	$3.09M	Sell	3,485 -5,351	-61%	-$4.81M	0.77%	32
2024 Q2	$8M	Buy	8,836 +2,504	+40%	+$2M	1.87%	10
2024 Q1	$4.93M	Hold	6,332	–	–	1.26%	19
2023 Q4	$3.69M	Buy	6,332 +5,332	+533%	+$3.11M	1.01%	25
2023 Q3	$537K	Hold	1,000	–	–	0.18%	89
2023 Q2	$455K	Hold	1,000	–	–	0.14%	99
2023 Q1	$396K	Hold	1,000	–	–	0.13%	110
2022 Q4	$366K	Hold	1,000	–	–	0.12%	112
2022 Q3	$323K	Hold	1,000	–	–	0.12%	116
2022 Q2	$324K	Hold	1,000	–	–	0.13%	121
2022 Q1	$286K	Hold	1,000	–	–	0.11%	133
2021 Q4	$276K	Hold	1,000	–	–	0.1%	136
2021 Q3	$231K	Hold	1,000	–	–	0.09%	136
2021 Q2	$230K	Buy	+1,000	New	+$201K	0.09%	132
2015 Q1	–	Sell	-1,700	Closed	-$117K	–	350
2014 Q4	$117K	Buy	+1,700	New	+$115K	0.1%	141

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

Searle & Co's LLY Position: Q1 2026 in Review

Searle & Co reduced its Eli Lilly (LLY) stake by 14% in Q1 2026, selling an estimated $507K and leaving 3,000 shares worth $2.76M. The position accounts for 0.69% of the portfolio, ranked #39.

Searle & Co first reported a position in LLY in Q4 2014 and has held it in 21 quarters since. The position peaked at $8M in Q2 2024. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Searle & Co held 3,000 shares of Eli Lilly worth $2.76M as of Q1 2026.
Searle & Co sold 500 Eli Lilly shares in Q1 2026, an estimated $507K.
Eli Lilly made up 0.69% of Searle & Co's portfolio in Q1 2026, its #39 holding.
Searle & Co first reported a position in Eli Lilly in Q4 2014 and has held it in 21 quarters since.
Searle & Co's Eli Lilly position peaked at $8M in Q2 2024.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Searle & Co's 13F filing for Q1 2026, filed 8 May 2026.