Vista Investment Management’s Eli Lilly LLY Stock Holding History

Vista 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
2026 Q1	$320K	Sell	348 -4	-1%	-$4.05K	0.11%	144
2025 Q4	$378K	Buy	352 +24	+7%	+$22.9K	0.12%	137
2025 Q3	$250K	Buy	328 +71	+28%	+$52.8K	0.09%	156
2025 Q2	$200K	Buy	+257	New	+$200K	0.07%	165
2025 Q1	–	Sell	-335	Closed	-$259K	–	177
2024 Q4	$259K	Sell	335 -3	-0.9%	-$2.48K	0.1%	159
2024 Q3	$299K	Sell	338 -3	-0.9%	-$2.7K	0.11%	151
2024 Q2	$309K	Sell	341 -2	-0.6%	-$1.6K	0.13%	139
2024 Q1	$267K	Sell	343 -1	-0.3%	-$712	0.11%	156
2023 Q4	$201K	Buy	+344	New	+$201K	0.09%	166

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

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

Vista Investment Management reduced its Eli Lilly (LLY) stake by 1.1% in Q1 2026, selling an estimated $4.05K and leaving 348 shares worth $320K. The position accounts for 0.11% of the portfolio, ranked #144.

Vista Investment Management first reported a position in LLY in Q4 2023 and has held it in 9 quarters since. The position peaked at $378K in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Vista Investment Management held 348 shares of Eli Lilly worth $320K as of Q1 2026.
Vista Investment Management sold 4 Eli Lilly shares in Q1 2026, an estimated $4.05K.
Eli Lilly made up 0.11% of Vista Investment Management's portfolio in Q1 2026, its #144 holding.
Vista Investment Management first reported a position in Eli Lilly in Q4 2023 and has held it in 9 quarters since.
Vista Investment Management's Eli Lilly position peaked at $378K in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Vista Investment Management's 13F filing for Q1 2026, filed 15 May 2026.