Tortoise Investment Management’s Eli Lilly LLY Stock Holding History

Tortoise 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
2025 Q3	–	Sell	-400	Closed	-$20K	–	1590
2025 Q2	$20K	Sell	400 -1,000	-71%	-$777K	﹤0.01%	507
2025 Q1	$41K	Buy	1,400 +800	+133%	+$666K	﹤0.01%	401
2024 Q4	$21K	Hold	600	–	–	﹤0.01%	535
2024 Q3	$17.7K	Hold	600	–	–	﹤0.01%	568
2024 Q2	$18K	Sell	600 -500	-45%	-$400K	﹤0.01%	549
2024 Q1	$8.82K	Buy	1,100 +600	+120%	+$427K	﹤0.01%	642
2023 Q4	$13.3K	Buy	+500	New	+$292K	﹤0.01%	532

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

Tortoise Investment Management's LLY Position: Q1 2026 in Review

Tortoise Investment Management reduced its Eli Lilly (LLY) stake by 15% in Q1 2026, selling an estimated $227K and leaving 1,232 shares worth $1.13M. The position accounts for 0.09% of the portfolio, ranked #121.

Tortoise Investment Management first reported a position in LLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.67M in Q3 2024. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Tortoise Investment Management held 1,232 shares of Eli Lilly worth $1.13M as of Q1 2026.
Tortoise Investment Management sold 224 Eli Lilly shares in Q1 2026, an estimated $227K.
Eli Lilly made up 0.09% of Tortoise Investment Management's portfolio in Q1 2026, its #121 holding.
Tortoise Investment Management first reported a position in Eli Lilly in Q2 2013 and has held it in 52 quarters since.
Tortoise Investment Management's Eli Lilly position peaked at $1.67M in Q3 2024.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Tortoise Investment Management's 13F filing for Q1 2026, filed 5 May 2026.