Verum Partners’s Eli Lilly LLY Stock Holding History

Verum Partners’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	$3.33M	Sell	3,616 -221	-6%	-$224K	0.63%	33
2025 Q4	$4.12M	Sell	3,837 -345	-8%	-$330K	0.83%	26
2025 Q3	$3.19M	Buy	4,182 +8	+0.2%	+$5.95K	0.68%	33
2025 Q2	$3.25M	Buy	4,174 +3,463	+487%	+$2.69M	0.75%	32
2025 Q1	$587K	Buy	711 +28	+4%	+$23.3K	0.16%	71
2024 Q4	$527K	Sell	683 -65	-9%	-$53.8K	0.15%	84
2024 Q3	$662K	Buy	748 +17	+2%	+$15.3K	0.19%	72
2024 Q2	$662K	Buy	731 +11	+2%	+$8.8K	0.21%	70
2024 Q1	$560K	Sell	720 -20	-3%	-$14.2K	0.2%	77
2023 Q4	$431K	Sell	740 -15	-2%	-$8.76K	0.17%	86
2023 Q3	$406K	Buy	755 +238	+46%	+$123K	0.18%	82
2023 Q2	$242K	Buy	+517	New	+$217K	0.22%	86
2023 Q1	–	Sell	-623	Closed	-$228K	–	67
2022 Q4	$228K	Buy	+623	New	+$221K	0.28%	65

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

Verum Partners's LLY Position: Q1 2026 in Review

Verum Partners reduced its Eli Lilly (LLY) stake by 5.8% in Q1 2026, selling an estimated $224K and leaving 3,616 shares worth $3.33M. The position accounts for 0.63% of the portfolio, ranked #33.

Verum Partners first reported a position in LLY in Q4 2022 and has held it in 13 quarters since. The position peaked at $4.12M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Verum Partners held 3,616 shares of Eli Lilly worth $3.33M as of Q1 2026.
Verum Partners sold 221 Eli Lilly shares in Q1 2026, an estimated $224K.
Eli Lilly made up 0.63% of Verum Partners's portfolio in Q1 2026, its #33 holding.
Verum Partners first reported a position in Eli Lilly in Q4 2022 and has held it in 13 quarters since.
Verum Partners's Eli Lilly position peaked at $4.12M in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Verum Partners's 13F filing for Q1 2026, filed 15 Apr 2026.