Smartleaf Asset Management’s Eli Lilly LLY Stock Holding History

Smartleaf Asset 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	$12.4M	Buy	13,989 +413	+3%	+$419K	0.45%	42
2025 Q4	$14.7M	Buy	13,576 +2,109	+18%	+$2.02M	0.56%	31
2025 Q3	$8.33M	Buy	11,467 +2,820	+33%	+$2.1M	0.52%	35
2025 Q2	$6.71M	Sell	8,647 -763	-8%	-$593K	0.59%	33
2025 Q1	$7.74M	Buy	9,410 +514	+6%	+$428K	0.75%	19
2024 Q4	$6.88M	Buy	8,896 +1,230	+16%	+$1.02M	0.7%	22
2024 Q3	$6.73M	Buy	7,666 +2,068	+37%	+$1.86M	0.82%	16
2024 Q2	$5.09M	Buy	5,598 +948	+20%	+$758K	0.83%	20
2024 Q1	$3.62M	Buy	4,650 +1,144	+33%	+$814K	0.7%	28
2023 Q4	$2.01M	Buy	+3,506	New	+$2.05M	0.54%	43

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

Smartleaf Asset Management's LLY Position: Q1 2026 in Review

Smartleaf Asset Management increased its Eli Lilly (LLY) stake by 3% in Q1 2026, buying an estimated $419K and bringing the position to 13,989 shares worth $12.4M. The position accounts for 0.45% of the portfolio, ranked #42.

Smartleaf Asset Management first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $14.7M in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Smartleaf Asset Management held 13,989 shares of Eli Lilly worth $12.4M as of Q1 2026.
Smartleaf Asset Management bought 413 Eli Lilly shares in Q1 2026, an estimated $419K.
Eli Lilly made up 0.45% of Smartleaf Asset Management's portfolio in Q1 2026, its #42 holding.
Smartleaf Asset Management first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's Eli Lilly position peaked at $14.7M in Q4 2025.
4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.