von Borstel & Associates’s Eli Lilly LLY Stock Holding History

von Borstel & Associates’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	$884K	Buy	962 +5	+0.5%	+$5.07K	0.2%	20
2025 Q4	$1.03M	Sell	957 -1,008	-51%	-$964K	0.24%	18
2025 Q3	$1.9M	Buy	1,965 +1,007	+105%	+$749K	0.29%	44
2025 Q2	$736K	Buy	958 +9	+0.9%	+$6.99K	0.19%	18
2025 Q1	$783K	Sell	949 -10	-1%	-$8.32K	0.23%	18
2024 Q4	$740K	Buy	959 +10	+1%	+$8.28K	0.29%	19
2024 Q3	$840K	Buy	+949	New	+$853K	0.48%	17

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

von Borstel & Associates's LLY Position: Q1 2026 in Review

von Borstel & Associates increased its Eli Lilly (LLY) stake by 0.52% in Q1 2026, buying an estimated $5.07K and bringing the position to 962 shares worth $884K. The position accounts for 0.2% of the portfolio, ranked #20.

von Borstel & Associates first reported a position in LLY in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.9M in Q3 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

von Borstel & Associates held 962 shares of Eli Lilly worth $884K as of Q1 2026.
von Borstel & Associates bought 5 Eli Lilly shares in Q1 2026, an estimated $5.07K.
Eli Lilly made up 0.2% of von Borstel & Associates's portfolio in Q1 2026, its #20 holding.
von Borstel & Associates first reported a position in Eli Lilly in Q3 2024 and has held it in 7 quarters since.
von Borstel & Associates's Eli Lilly position peaked at $1.9M in Q3 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on von Borstel & Associates's 13F filing for Q1 2026, filed 12 May 2026.