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Sitrin Capital Management’s Eli Lilly LLY Stock Holding History

Sitrin Capital Management’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 		$5.54M Buy
6,019
+3
+0% +$3.04K 2.77% 21
2025
Q4 		$6.47M Sell
6,016
-4
-0.1% -$3.83K 3.07% 13
2025
Q3 		$4.59M Sell
6,020
-58
-1% -$43.2K 2.2% 27
2025
Q2 		$4.74M Sell
6,078
-566
-9% -$440K 2.42% 25
2025
Q1 		$5.49M Buy
6,644
+22
+0.3% +$18.3K 2.96% 18
2024
Q4 		$5.11M Buy
6,622
+27
+0.4% +$22.4K 2.58% 20
2024
Q3 		$5.84M Sell
6,595
-17
-0.3% -$15.3K 2.92% 18
2024
Q2 		$5.99M Buy
+6,612
New +$5.29M 3.18% 15

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

Sitrin Capital Management's LLY Position: Q1 2026 in Review

Sitrin Capital Management increased its Eli Lilly (LLY) stake by 0.05% in Q1 2026, buying an estimated $3.04K and bringing the position to 6,019 shares worth $5.54M. The position accounts for 2.77% of the portfolio, ranked #21.

Sitrin Capital Management first reported a position in LLY in Q2 2024 and has held it in 8 quarters since. The position peaked at $6.47M in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Sitrin Capital Management held 6,019 shares of Eli Lilly worth $5.54M as of Q1 2026.
  • Sitrin Capital Management bought 3 Eli Lilly shares in Q1 2026, an estimated $3.04K.
  • Eli Lilly made up 2.77% of Sitrin Capital Management's portfolio in Q1 2026, its #21 holding.
  • Sitrin Capital Management first reported a position in Eli Lilly in Q2 2024 and has held it in 8 quarters since.
  • Sitrin Capital Management's Eli Lilly position peaked at $6.47M in Q4 2025.
  • 4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Sitrin Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.