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Suncoast Equity Management’s Eli Lilly LLY Stock Holding History

Suncoast Equity 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 		$35.8M Sell
38,951
-3,760
-9% -$3.81M 4.3% 9
2025
Q4 		$45.9M Sell
42,711
-536
-1% -$513K 4.64% 8
2025
Q3 		$33M Sell
43,247
-236
-0.5% -$176K 3.29% 13
2025
Q2 		$33.9M Buy
43,483
+84
+0.2% +$65.3K 3.47% 14
2025
Q1 		$35.8M Buy
43,399
+1,620
+4% +$1.35M 4.05% 12
2024
Q4 		$32.3M Buy
41,779
+15,698
+60% +$13M 3.6% 13
2024
Q3 		$23.1M Buy
26,081
+20,344
+355% +$18.3M 2.63% 18
2024
Q2 		$5.19M Buy
5,737
+406
+8% +$325K 0.57% 24
2024
Q1 		$4.15M Buy
5,331
+276
+5% +$196K 0.49% 26
2023
Q4 		$2.95M Buy
5,055
+143
+3% +$83.5K 0.39% 27
2023
Q3 		$2.64M Sell
4,912
-494
-9% -$255K 0.4% 26
2023
Q2 		$2.54M Buy
5,406
+671
+14% +$281K 0.38% 28
2023
Q1 		$1.63M Buy
4,735
+175
+4% +$59K 0.27% 27
2022
Q4 		$1.67M Buy
4,560
+345
+8% +$122K 0.31% 25
2022
Q3 		$1.36M Sell
4,215
-1,730
-29% -$548K 0.27% 26
2022
Q2 		$1.93M Buy
5,945
+740
+14% +$222K 0.34% 24
2022
Q1 		$1.49M Buy
5,205
+290
+6% +$74.6K 0.22% 25
2021
Q4 		$1.36M Buy
4,915
+25
+0.5% +$6.34K 0.17% 25
2021
Q3 		$1.13M Sell
4,890
-1,430
-23% -$353K 0.16% 25
2021
Q2 		$1.45M Buy
6,320
+230
+4% +$46.2K 0.19% 23
2021
Q1 		$1.14M Buy
6,090
+175
+3% +$34.2K 0.17% 23
2020
Q4 		$999K Buy
5,915
+1,200
+25% +$179K 0.16% 24
2020
Q3 		$698K Buy
4,715
+755
+19% +$117K 0.12% 25
2020
Q2 		$650K Buy
+3,960
New +$608K 0.12% 25

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

Suncoast Equity Management's LLY Position: Q1 2026 in Review

Suncoast Equity Management reduced its Eli Lilly (LLY) stake by 8.8% in Q1 2026, selling an estimated $3.81M and leaving 38,951 shares worth $35.8M. The position accounts for 4.3% of the portfolio, ranked #9.

Suncoast Equity Management first reported a position in LLY in Q2 2020 and has held it in 24 quarters since. The position peaked at $45.9M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Suncoast Equity Management held 38,951 shares of Eli Lilly worth $35.8M as of Q1 2026.
  • Suncoast Equity Management sold 3,760 Eli Lilly shares in Q1 2026, an estimated $3.81M.
  • Eli Lilly made up 4.3% of Suncoast Equity Management's portfolio in Q1 2026, its #9 holding.
  • Suncoast Equity Management first reported a position in Eli Lilly in Q2 2020 and has held it in 24 quarters since.
  • Suncoast Equity Management's Eli Lilly position peaked at $45.9M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Suncoast Equity Management's 13F filing for Q1 2026, filed 8 May 2026.