Sierra Capital’s Eli Lilly LLY Stock Holding History

Sierra Capital’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	$374K	Buy	407 +160	+65%	+$162K	0.04%	186
2025 Q4	$265K	Buy	+247	New	+$236K	0.03%	183
2025 Q3	–	Sell	-264	Closed	-$206K	–	208
2025 Q2	$206K	Buy	264 +17	+7%	+$13.2K	0.02%	197
2025 Q1	$204K	Sell	247 -76	-24%	-$63.2K	0.02%	185
2024 Q4	$249K	Buy	323 +76	+31%	+$62.9K	0.03%	183
2024 Q3	$219K	Hold	247	–	–	0.03%	190
2024 Q2	$224K	Buy	+247	New	+$198K	0.03%	178
2023 Q1	–	Sell	-302	Closed	-$110K	–	391
2022 Q4	$110K	Hold	302	–	–	0.02%	213
2022 Q3	$98K	Sell	302 -13	-4%	-$4.12K	0.02%	222
2022 Q2	$102K	Sell	315 -21	-6%	-$6.3K	0.02%	266
2022 Q1	$96K	Buy	336 +9	+3%	+$2.32K	0.02%	286
2021 Q4	$90K	Buy	327 +80	+32%	+$20.3K	0.01%	305
2021 Q3	$57K	Hold	247	–	–	0.01%	297
2021 Q2	$57K	Hold	247	–	–	0.01%	280
2021 Q1	$46K	Buy	+247	New	+$48.3K	0.01%	276

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

Sierra Capital's LLY Position: Q1 2026 in Review

Sierra Capital increased its Eli Lilly (LLY) stake by 65% in Q1 2026, buying an estimated $162K and bringing the position to 407 shares worth $374K. The position accounts for 0.04% of the portfolio, ranked #186.

Sierra Capital first reported a position in LLY in Q1 2021 and has held it in 15 quarters since. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Sierra Capital held 407 shares of Eli Lilly worth $374K as of Q1 2026.
Sierra Capital bought 160 Eli Lilly shares in Q1 2026, an estimated $162K.
Eli Lilly made up 0.04% of Sierra Capital's portfolio in Q1 2026, its #186 holding.
Sierra Capital first reported a position in Eli Lilly in Q1 2021 and has held it in 15 quarters since.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

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