SSI Investment Management’s Eli Lilly LLY Stock Holding History

SSI Investment 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	$465K	Hold	506	–	–	0.03%	188
2025 Q4	$544K	Hold	506	–	–	0.04%	193
2025 Q3	$386K	Hold	506	–	–	0.03%	204
2025 Q2	$394K	Sell	506 -230	-31%	-$179K	0.03%	208
2025 Q1	$608K	Hold	736	–	–	0.05%	189
2024 Q4	$568K	Hold	736	–	–	0.04%	199
2024 Q3	$652K	Hold	736	–	–	0.05%	196
2024 Q2	$666K	Hold	736	–	–	0.05%	177
2024 Q1	$573K	Sell	736 -8	-1%	-$5.69K	0.04%	182
2023 Q4	$434K	Sell	744 -2	-0.3%	-$1.17K	0.03%	202
2023 Q3	$401K	Buy	746 +289	+63%	+$149K	0.03%	191
2023 Q2	$214K	Buy	+457	New	+$192K	0.02%	241
2023 Q1	–	Sell	-708	Closed	-$259K	–	276
2022 Q4	$259K	Buy	+708	New	+$251K	0.02%	274
2013 Q3	–	Sell	-9,708	Closed	-$476K	–	399
2013 Q2	$476K	Buy	+9,708	New	+$528K	0.05%	303

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

SSI Investment Management's LLY Position: Q1 2026 in Review

SSI Investment Management held its Eli Lilly (LLY) position steady in Q1 2026 at 506 shares worth $465K. The position accounts for 0.03% of the portfolio, ranked #188.

SSI Investment Management first reported a position in LLY in Q2 2013 and has held it in 14 quarters since. The position peaked at $666K in Q2 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

SSI Investment Management held 506 shares of Eli Lilly worth $465K as of Q1 2026.
SSI Investment Management left its Eli Lilly share count unchanged in Q1 2026.
Eli Lilly made up 0.03% of SSI Investment Management's portfolio in Q1 2026, its #188 holding.
SSI Investment Management first reported a position in Eli Lilly in Q2 2013 and has held it in 14 quarters since.
SSI Investment Management's Eli Lilly position peaked at $666K in Q2 2024.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on SSI Investment Management's 13F filing for Q1 2026, filed 14 May 2026.