SRH Advisors’s Eli Lilly LLY Stock Holding History

SRH Advisors’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	$246K	Hold	267	–	–	0.07%	48
2025 Q4	$287K	Hold	267	–	–	0.08%	47
2025 Q3	$204K	Hold	267	–	–	0.06%	59
2025 Q2	$208K	Hold	267	–	–	0.06%	55
2025 Q1	$221K	Hold	267	–	–	0.07%	49
2024 Q4	$206K	Hold	267	–	–	0.06%	59
2024 Q3	$237K	Hold	267	–	–	0.07%	54
2024 Q2	$242K	Hold	267	–	–	0.08%	51
2024 Q1	$208K	Hold	267	–	–	0.07%	60
2023 Q4	$156K	Hold	267	–	–	0.05%	67
2023 Q3	$143K	Hold	267	–	–	0.07%	69
2023 Q2	$91.7K	Hold	267	–	–	0.05%	87
2023 Q1	$92K	Hold	267	–	–	0.05%	87
2022 Q4	$98K	Sell	267 -167	-38%	-$59.2K	0.05%	84
2022 Q3	$140K	Hold	434	–	–	0.18%	67
2022 Q2	$141K	Hold	434	–	–	0.17%	65
2022 Q1	$124K	Hold	434	–	–	0.14%	79
2021 Q4	$120K	Hold	434	–	–	0.14%	82
2021 Q3	$100K	Sell	434 -166	-28%	-$41K	0.12%	86
2021 Q2	$138K	Hold	600	–	–	0.17%	72
2021 Q1	$112K	Hold	600	–	–	0.16%	71
2020 Q4	$101K	Hold	600	–	–	0.17%	69
2020 Q3	$89K	Hold	600	–	–	0.17%	67
2020 Q2	$99K	Hold	600	–	–	0.25%	60
2020 Q1	$83K	Hold	600	–	–	0.23%	61
2019 Q4	$79K	Hold	600	–	–	0.25%	65
2019 Q3	$67K	Hold	600	–	–	0.23%	70
2019 Q2	$66K	Hold	600	–	–	0.23%	71
2019 Q1	$78K	Hold	600	–	–	0.28%	63
2018 Q4	$69K	Hold	600	–	–	0.26%	65
2018 Q3	$64K	Hold	600	–	–	0.22%	73
2018 Q2	$51K	Hold	600	–	–	0.19%	84
2018 Q1	$46K	Hold	600	–	–	0.18%	82
2017 Q4	$51K	Hold	600	–	–	0.2%	76
2017 Q3	$51K	Hold	600	–	–	0.22%	75
2017 Q2	$49K	Hold	600	–	–	0.23%	66
2017 Q1	$50K	Hold	600	–	–	0.23%	65
2016 Q4	$44K	Hold	600	–	–	0.22%	69
2016 Q3	$48K	Hold	600	–	–	0.25%	61
2016 Q2	$47K	Hold	600	–	–	0.25%	60
2016 Q1	$43K	Hold	600	–	–	0.24%	63
2015 Q4	$51K	Hold	600	–	–	0.3%	55
2015 Q3	$50K	Hold	600	–	–	0.29%	54
2015 Q2	$50K	Hold	600	–	–	0.32%	51
2015 Q1	$44K	Hold	600	–	–	0.29%	50
2014 Q4	$41K	Hold	600	–	–	0.28%	54
2014 Q3	$39K	Hold	600	–	–	0.3%	51
2014 Q2	$37K	Hold	600	–	–	0.29%	53
2014 Q1	$35K	Hold	600	–	–	0.28%	52
2013 Q4	$31K	Buy	+600	New	+$30K	0.31%	57

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

SRH Advisors's LLY Position: Q1 2026 in Review

SRH Advisors held its Eli Lilly (LLY) position steady in Q1 2026 at 267 shares worth $246K. The position accounts for 0.07% of the portfolio, ranked #48.

SRH Advisors first reported a position in LLY in Q4 2013 and has held it in 50 quarters since. The position peaked at $287K in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

SRH Advisors held 267 shares of Eli Lilly worth $246K as of Q1 2026.
SRH Advisors left its Eli Lilly share count unchanged in Q1 2026.
Eli Lilly made up 0.07% of SRH Advisors's portfolio in Q1 2026, its #48 holding.
SRH Advisors first reported a position in Eli Lilly in Q4 2013 and has held it in 50 quarters since.
SRH Advisors's Eli Lilly position peaked at $287K in Q4 2025.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.