Stone House Investment Management’s Eli Lilly LLY Stock Holding History

Stone House 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	$82K	Buy	89 +8	+10%	+$8.11K	0.01%	135
2025 Q4	$87.1K	Sell	81 -16	-16%	-$15.3K	0.01%	125
2025 Q3	$74K	Hold	97	–	–	0.01%	128
2025 Q2	$75.6K	Sell	97 -13	-12%	-$10.1K	0.01%	123
2025 Q1	$90.8K	Buy	+110	New	+$91.5K	0.02%	100
2024 Q4	–	Sell	-161	Closed	-$142K	–	216
2024 Q3	$142K	Sell	161 -40	-20%	-$36K	0.03%	58
2024 Q2	$182K	Buy	201 +75	+60%	+$60K	0.05%	54
2024 Q1	$97.7K	Buy	126 +51	+68%	+$36.3K	0.02%	85
2023 Q4	$43.5K	Buy	75 +1	+1%	+$584	0.02%	90
2023 Q3	$40K	Sell	74 -5	-6%	-$2.58K	0.01%	89
2023 Q2	$37.2K	Sell	79 -59	-43%	-$24.7K	0.01%	90
2023 Q1	$47.5K	Buy	+138	New	+$46.5K	0.02%	92
2019 Q2	–	Sell	-36	Closed	-$5K	–	130
2019 Q1	$5K	Buy	+36	New	+$4.38K	﹤0.01%	180

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

Stone House Investment Management's LLY Position: Q1 2026 in Review

Stone House Investment Management increased its Eli Lilly (LLY) stake by 9.9% in Q1 2026, buying an estimated $8.11K and bringing the position to 89 shares worth $82K. The position accounts for 0.01% of the portfolio, ranked #135.

Stone House Investment Management first reported a position in LLY in Q1 2019 and has held it in 13 quarters since. The position peaked at $182K in Q2 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Stone House Investment Management held 89 shares of Eli Lilly worth $82K as of Q1 2026.
Stone House Investment Management bought 8 Eli Lilly shares in Q1 2026, an estimated $8.11K.
Eli Lilly made up 0.01% of Stone House Investment Management's portfolio in Q1 2026, its #135 holding.
Stone House Investment Management first reported a position in Eli Lilly in Q1 2019 and has held it in 13 quarters since.
Stone House Investment Management's Eli Lilly position peaked at $182K in Q2 2024.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.