Ted Buchan & Co’s Eli Lilly LLY Stock Holding History

Ted Buchan & Co’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	$3.72M	Buy	4,044 +92	+2%	+$93.3K	1.35%	22
2025 Q4	$4.25M	Buy	3,952 +30	+0.8%	+$28.7K	1.56%	21
2025 Q3	$2.99M	Buy	3,922 +195	+5%	+$145K	1.17%	26
2025 Q2	$2.91M	Buy	3,727 +1,227	+49%	+$953K	1.16%	26
2025 Q1	$2.06M	Buy	2,500 +51	+2%	+$42.4K	0.98%	28
2024 Q4	$1.89M	Buy	2,449 +313	+15%	+$259K	0.89%	28
2024 Q3	$1.89M	Buy	2,136 +170	+9%	+$153K	0.9%	28
2024 Q2	$1.78M	Buy	1,966 +95	+5%	+$76K	0.95%	25
2024 Q1	$1.46M	Buy	1,871 +251	+15%	+$179K	0.89%	26
2023 Q4	$944K	Sell	1,620 -103	-6%	-$60.1K	0.69%	33
2023 Q3	$925K	Buy	1,723 +40	+2%	+$20.6K	0.74%	27
2023 Q2	$789K	Sell	1,683 -106	-6%	-$44.5K	0.61%	40
2023 Q1	$614K	Buy	1,789 +186	+12%	+$62.7K	0.51%	44
2022 Q4	$586K	Buy	+1,603	New	+$568K	0.54%	47

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

Ted Buchan & Co's LLY Position: Q1 2026 in Review

Ted Buchan & Co increased its Eli Lilly (LLY) stake by 2.3% in Q1 2026, buying an estimated $93.3K and bringing the position to 4,044 shares worth $3.72M. The position accounts for 1.35% of the portfolio, ranked #22.

Ted Buchan & Co first reported a position in LLY in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.25M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Ted Buchan & Co held 4,044 shares of Eli Lilly worth $3.72M as of Q1 2026.
Ted Buchan & Co bought 92 Eli Lilly shares in Q1 2026, an estimated $93.3K.
Eli Lilly made up 1.35% of Ted Buchan & Co's portfolio in Q1 2026, its #22 holding.
Ted Buchan & Co first reported a position in Eli Lilly in Q4 2022 and has held it in 14 quarters since.
Ted Buchan & Co's Eli Lilly position peaked at $4.25M in Q4 2025.
4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Ted Buchan & Co's 13F filing for Q1 2026, filed 14 May 2026.