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Valued Retirements’s Eli Lilly LLY Stock Holding History

Valued Retirements’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 		$232K Buy
252
+27
+12% +$27.4K 0.23% 86
2025
Q4 		$242K Buy
+225
New +$215K 0.24% 81
2024
Q4 		– Sell
-371
Closed -$328K – 80
2024
Q3 		$328K Hold
371
– – 0.45% 54
2024
Q2 		$336K Hold
371
– – 0.51% 49
2024
Q1 		$288K Hold
371
– – 0.46% 48
2023
Q4 		$216K Buy
+371
New +$217K 0.37% 59

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

Valued Retirements's LLY Position: Q1 2026 in Review

Valued Retirements increased its Eli Lilly (LLY) stake by 12% in Q1 2026, buying an estimated $27.4K and bringing the position to 252 shares worth $232K. The position accounts for 0.23% of the portfolio, ranked #86.

Valued Retirements first reported a position in LLY in Q4 2023 and has held it in 6 quarters since. The position peaked at $336K in Q2 2024. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Valued Retirements held 252 shares of Eli Lilly worth $232K as of Q1 2026.
  • Valued Retirements bought 27 Eli Lilly shares in Q1 2026, an estimated $27.4K.
  • Eli Lilly made up 0.23% of Valued Retirements's portfolio in Q1 2026, its #86 holding.
  • Valued Retirements first reported a position in Eli Lilly in Q4 2023 and has held it in 6 quarters since.
  • Valued Retirements's Eli Lilly position peaked at $336K in Q2 2024.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Valued Retirements's 13F filing for Q1 2026, filed 13 May 2026.