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Vickerman Investment Advisors’s Eli Lilly LLY Stock Holding History

Vickerman Investment Advisors’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 		$440K Sell
478
-39
-8% -$39.5K 0.09% 72
2025
Q4 		$556K Buy
517
+141
+38% +$135K 0.11% 70
2025
Q3 		$287K Sell
376
-114
-23% -$84.8K 0.06% 73
2025
Q2 		$382K Sell
490
-89
-15% -$69.2K 0.08% 67
2025
Q1 		$478K Sell
579
-149
-20% -$124K 0.11% 66
2024
Q4 		$562K Buy
728
+277
+61% +$229K 0.15% 55
2024
Q3 		$400K Buy
+451
New +$405K 0.12% 57

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

Vickerman Investment Advisors's LLY Position: Q1 2026 in Review

Vickerman Investment Advisors reduced its Eli Lilly (LLY) stake by 7.5% in Q1 2026, selling an estimated $39.5K and leaving 478 shares worth $440K. The position accounts for 0.09% of the portfolio, ranked #72.

Vickerman Investment Advisors first reported a position in LLY in Q3 2024 and has held it in 7 quarters since. The position peaked at $562K in Q4 2024. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Vickerman Investment Advisors held 478 shares of Eli Lilly worth $440K as of Q1 2026.
  • Vickerman Investment Advisors sold 39 Eli Lilly shares in Q1 2026, an estimated $39.5K.
  • Eli Lilly made up 0.09% of Vickerman Investment Advisors's portfolio in Q1 2026, its #72 holding.
  • Vickerman Investment Advisors first reported a position in Eli Lilly in Q3 2024 and has held it in 7 quarters since.
  • Vickerman Investment Advisors's Eli Lilly position peaked at $562K in Q4 2024.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Vickerman Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.