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Stonebrook Private’s Eli Lilly LLY Stock Holding History

Stonebrook Private’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 		$2.9M Buy
3,153
+46
+1% +$46.6K 0.62% 37
2025
Q4 		$3.34M Buy
3,107
+265
+9% +$253K 0.7% 30
2025
Q3 		$2.17M Sell
2,842
-409
-13% -$304K 0.47% 58
2025
Q2 		$2.53M Buy
3,251
+52
+2% +$40.4K 0.59% 46
2025
Q1 		$2.64M Buy
3,199
+335
+12% +$279K 0.69% 47
2024
Q4 		$2.21M Buy
2,864
+56
+2% +$46.4K 0.58% 44
2024
Q3 		$2.49M Buy
2,808
+158
+6% +$142K 0.66% 42
2024
Q2 		$2.4M Buy
2,650
+70
+3% +$56K 0.69% 40
2024
Q1 		$2.01M Buy
2,580
+20
+0.8% +$14.2K 0.59% 45
2023
Q4 		$1.49M Buy
+2,560
New +$1.49M 0.5% 48

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Stonebrook Private's LLY Position: Q1 2026 in Review

Stonebrook Private increased its Eli Lilly (LLY) stake by 1.5% in Q1 2026, buying an estimated $46.6K and bringing the position to 3,153 shares worth $2.9M. The position accounts for 0.62% of the portfolio, ranked #37.

Stonebrook Private first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.34M in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Stonebrook Private held 3,153 shares of Eli Lilly worth $2.9M as of Q1 2026.
  • Stonebrook Private bought 46 Eli Lilly shares in Q1 2026, an estimated $46.6K.
  • Eli Lilly made up 0.62% of Stonebrook Private's portfolio in Q1 2026, its #37 holding.
  • Stonebrook Private first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
  • Stonebrook Private's Eli Lilly position peaked at $3.34M in Q4 2025.
  • 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Stonebrook Private's 13F filing for Q1 2026, filed 11 May 2026.