Sittner & Nelson’s Eli Lilly LLY Stock Holding History

Sittner & Nelson’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	$1.07M	Buy	1,166 +20	+2%	+$20.3K	0.39%	59
2025 Q4	$1.21M	Buy	1,146 +93	+9%	+$88.9K	0.43%	53
2025 Q3	$803K	Hold	1,053	–	–	0.29%	61
2025 Q2	$821K	Hold	1,053	–	–	0.33%	56
2025 Q1	$870K	Buy	1,053 +45	+4%	+$37.4K	0.37%	49
2024 Q4	$778K	Buy	1,008 +2	+0.2%	+$1.66K	0.34%	52
2024 Q3	$891K	Hold	1,006	–	–	0.4%	46
2024 Q2	$911K	Buy	1,006 +3	+0.3%	+$2.4K	0.45%	45
2024 Q1	$780K	Hold	1,003	–	–	0.39%	49
2023 Q4	$585K	Hold	1,003	–	–	0.31%	55
2023 Q3	$539K	Sell	1,003 -25	-2%	-$12.9K	0.31%	58
2023 Q2	$482K	Buy	1,028 +25	+2%	+$10.5K	0.26%	62
2023 Q1	$344K	Buy	1,003 +26	+3%	+$8.77K	0.2%	85
2022 Q4	$357K	Buy	977 +1	+0.1%	+$355	0.22%	83
2022 Q3	$316K	Buy	976 +460	+89%	+$146K	0.21%	83
2022 Q2	$167K	Hold	516	–	–	0.11%	114
2022 Q1	$148K	Sell	516 -9	-2%	-$2.32K	0.09%	120
2021 Q4	$145K	Hold	525	–	–	0.08%	121
2021 Q3	$121K	Hold	525	–	–	0.08%	127
2021 Q2	$120K	Hold	525	–	–	0.08%	118
2021 Q1	$98K	Sell	525 -19	-3%	-$3.72K	0.07%	125
2020 Q4	$92K	Buy	+544	New	+$81.2K	0.08%	119

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

Sittner & Nelson's LLY Position: Q1 2026 in Review

Sittner & Nelson increased its Eli Lilly (LLY) stake by 1.7% in Q1 2026, buying an estimated $20.3K and bringing the position to 1,166 shares worth $1.07M. The position accounts for 0.39% of the portfolio, ranked #59.

Sittner & Nelson first reported a position in LLY in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.21M in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Sittner & Nelson held 1,166 shares of Eli Lilly worth $1.07M as of Q1 2026.
Sittner & Nelson bought 20 Eli Lilly shares in Q1 2026, an estimated $20.3K.
Eli Lilly made up 0.39% of Sittner & Nelson's portfolio in Q1 2026, its #59 holding.
Sittner & Nelson first reported a position in Eli Lilly in Q4 2020 and has held it in 22 quarters since.
Sittner & Nelson's Eli Lilly position peaked at $1.21M in Q4 2025.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.