SFE Investment Counsel’s Eli Lilly LLY Stock Holding History

SFE Investment Counsel’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	$5.36M	Sell	5,827 -259	-4%	-$263K	0.84%	49
2025 Q4	$6.54M	Sell	6,086 -156	-2%	-$149K	1%	35
2025 Q3	$4.76M	Buy	6,242 +1,393	+29%	+$1.04M	0.76%	51
2025 Q2	$3.78M	Buy	4,849 +566	+13%	+$440K	0.67%	57
2025 Q1	$3.54M	Buy	4,283 +1,042	+32%	+$867K	0.71%	56
2024 Q4	$2.5M	Buy	3,241 +2,791	+620%	+$2.31M	0.53%	63
2024 Q3	$399K	Sell	450 -60	-12%	-$53.9K	0.08%	99
2024 Q2	$462K	Hold	510	–	–	0.1%	97
2024 Q1	$397K	Hold	510	–	–	0.09%	103
2023 Q4	$297K	Sell	510 -10	-2%	-$5.84K	0.08%	107
2023 Q3	$279K	Sell	520 -10	-2%	-$5.15K	0.08%	109
2023 Q2	$249K	Buy	530 +30	+6%	+$12.6K	0.07%	111
2023 Q1	$202K	Buy	+500	New	+$169K	0.06%	111

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

SFE Investment Counsel's LLY Position: Q1 2026 in Review

SFE Investment Counsel reduced its Eli Lilly (LLY) stake by 4.3% in Q1 2026, selling an estimated $263K and leaving 5,827 shares worth $5.36M. The position accounts for 0.84% of the portfolio, ranked #49.

SFE Investment Counsel first reported a position in LLY in Q1 2023 and has held it in 13 quarters since. The position peaked at $6.54M in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

SFE Investment Counsel held 5,827 shares of Eli Lilly worth $5.36M as of Q1 2026.
SFE Investment Counsel sold 259 Eli Lilly shares in Q1 2026, an estimated $263K.
Eli Lilly made up 0.84% of SFE Investment Counsel's portfolio in Q1 2026, its #49 holding.
SFE Investment Counsel first reported a position in Eli Lilly in Q1 2023 and has held it in 13 quarters since.
SFE Investment Counsel's Eli Lilly position peaked at $6.54M in Q4 2025.
4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on SFE Investment Counsel's 13F filing for Q1 2026, filed 1 May 2026.