Virtus Investment Advisers’s Eli Lilly LLY Stock Holding History

Virtus Investment Advisers’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	$1.68M	Buy	+1,826	New	+$1.85M	0.46%	87
2025 Q3	–	Sell	-1,565	Closed	-$1.22M	–	459
2025 Q2	$1.22M	Sell	1,565 -202	-11%	-$157K	0.41%	132
2025 Q1	$1.46M	Buy	1,767 +1,567	+784%	+$1.3M	0.4%	42
2024 Q4	$154K	Buy	+200	New	+$166K	0.12%	221
2024 Q3	–	Sell	-288	Closed	-$261K	–	363
2024 Q2	$261K	Sell	288 -162	-36%	-$130K	0.22%	139
2024 Q1	$350K	Buy	+450	New	+$320K	0.25%	114
2023 Q1	–	Sell	-836	Closed	-$306K	–	315
2022 Q4	$306K	Hold	836	–	–	0.2%	147
2022 Q3	$270K	Buy	+836	New	+$265K	0.12%	162
2018 Q1	–	Sell	-4,088	Closed	-$345K	–	259
2017 Q4	$345K	Sell	4,088 -97	-2%	-$8.25K	0.04%	337
2017 Q3	$358K	Sell	4,185 -573	-12%	-$47K	0.04%	347
2017 Q2	$392K	Sell	4,758 -879	-16%	-$71.7K	0.04%	350
2017 Q1	$474K	Buy	+5,637	New	+$451K	0.04%	336
2016 Q4	–	Sell	-32,407	Closed	-$2.6M	–	509
2016 Q3	$2.6M	Buy	+32,407	New	+$2.59M	0.17%	186

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

Virtus Investment Advisers's LLY Position: Q1 2026 in Review

Virtus Investment Advisers opened a new position in Eli Lilly (LLY) in Q1 2026: 1,826 shares worth $1.68M. The stake represents 0.46% of the portfolio and ranks #87 among its holdings. This is a return to the name: Virtus Investment Advisers previously reported a position in LLY as recently as Q2 2025.

Virtus Investment Advisers first reported a position in LLY in Q3 2016 and has held it in 13 quarters since. The position peaked at $2.6M in Q3 2016. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Virtus Investment Advisers held 1,826 shares of Eli Lilly worth $1.68M as of Q1 2026.
Eli Lilly was a new Virtus Investment Advisers position in Q1 2026.
Eli Lilly made up 0.46% of Virtus Investment Advisers's portfolio in Q1 2026, its #87 holding.
Virtus Investment Advisers first reported a position in Eli Lilly in Q3 2016 and has held it in 13 quarters since.
Virtus Investment Advisers's Eli Lilly position peaked at $2.6M in Q3 2016.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Virtus Investment Advisers's 13F filing for Q1 2026, filed 14 May 2026.