Sterneck Capital Management’s Eli Lilly LLY Stock Holding History

Sterneck 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	$277K	Hold	301	–	–	0.12%	92
2025 Q4	$323K	Sell	301 -3	-1%	-$2.87K	0.15%	81
2025 Q3	$232K	Hold	304	–	–	0.11%	90
2025 Q2	$237K	Hold	304	–	–	0.12%	85
2025 Q1	$251K	Sell	304 -12	-4%	-$9.98K	0.14%	80
2024 Q4	$244K	Buy	316 +4	+1%	+$3.31K	0.13%	80
2024 Q3	$276K	Hold	312	–	–	0.15%	70
2024 Q2	$282K	Hold	312	–	–	0.16%	70
2024 Q1	$243K	Buy	+312	New	+$222K	0.15%	80

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

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

Sterneck Capital Management held its Eli Lilly (LLY) position steady in Q1 2026 at 301 shares worth $277K. The position accounts for 0.12% of the portfolio, ranked #92.

Sterneck Capital Management first reported a position in LLY in Q1 2024 and has held it in 9 quarters since. The position peaked at $323K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Sterneck Capital Management held 301 shares of Eli Lilly worth $277K as of Q1 2026.
Sterneck Capital Management left its Eli Lilly share count unchanged in Q1 2026.
Eli Lilly made up 0.12% of Sterneck Capital Management's portfolio in Q1 2026, its #92 holding.
Sterneck Capital Management first reported a position in Eli Lilly in Q1 2024 and has held it in 9 quarters since.
Sterneck Capital Management's Eli Lilly position peaked at $323K in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Sterneck Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.