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Waverly Advisors’s Eli Lilly LLY Stock Holding History

Waverly 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 		$56.5M Buy
61,378
+3,240
+6% +$3.28M 0.42% 51
2025
Q4 		$62.5M Buy
58,138
+7,052
+14% +$6.74M 0.51% 38
2025
Q3 		$39M Buy
51,086
+7,109
+16% +$5.29M 0.39% 55
2025
Q2 		$34.3M Buy
43,977
+7,174
+19% +$5.57M 0.38% 54
2025
Q1 		$30.4M Buy
36,803
+4,787
+15% +$3.98M 0.37% 59
2024
Q4 		$24.7M Buy
32,016
+14,676
+85% +$12.2M 0.38% 57
2024
Q3 		$15.4M Buy
17,340
+36
+0.2% +$32.4K 0.28% 66
2024
Q2 		$15.7M Sell
17,304
-196
-1% -$157K 0.31% 65
2024
Q1 		$13.6M Buy
17,500
+5,525
+46% +$3.93M 0.32% 57
2023
Q4 		$6.98M Buy
11,975
+891
+8% +$520K 0.26% 65
2023
Q3 		$5.95M Buy
11,084
+3,348
+43% +$1.73M 0.26% 72
2023
Q2 		$3.63M Sell
7,736
-4,991
-39% -$2.09M 0.16% 91
2023
Q1 		$4.37M Buy
12,727
+10,831
+571% +$3.65M 0.23% 67
2022
Q4 		$694K Buy
1,896
+205
+12% +$72.7K 0.04% 148
2022
Q3 		$547K Buy
1,691
+1,037
+159% +$329K 0.04% 150
2022
Q2 		$212K Buy
+654
New +$196K 0.02% 194
2015
Q4 		– Sell
-213
Closed -$18K – 277
2015
Q3 		$18K Hold
213
– – 0.01% 291
2015
Q2 		$18K Hold
213
– – 0.01% 224
2015
Q1 		$15K Hold
213
– – 0.01% 219
2014
Q4 		$15K Sell
213
-98
-32% -$6.62K 0.01% 242
2014
Q3 		$20K Buy
311
+2
+0.6% +$127 0.01% 332
2014
Q2 		$19K Buy
309
+35
+13% +$2.09K 0.01% 341
2014
Q1 		$16K Sell
274
-209
-43% -$11.7K 0.01% 352
2013
Q4 		$25K Buy
483
+67
+16% +$3.35K 0.01% 426
2013
Q3 		$21K Buy
+416
New +$21.8K 0.01% 350

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 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

Waverly Advisors's LLY Position: Q1 2026 in Review

Waverly Advisors increased its Eli Lilly (LLY) stake by 5.6% in Q1 2026, buying an estimated $3.28M and bringing the position to 61,378 shares worth $56.5M. The position accounts for 0.42% of the portfolio, ranked #51.

Waverly Advisors first reported a position in LLY in Q3 2013 and has held it in 25 quarters since. The position peaked at $62.5M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Waverly Advisors held 61,378 shares of Eli Lilly worth $56.5M as of Q1 2026.
  • Waverly Advisors bought 3,240 Eli Lilly shares in Q1 2026, an estimated $3.28M.
  • Eli Lilly made up 0.42% of Waverly Advisors's portfolio in Q1 2026, its #51 holding.
  • Waverly Advisors first reported a position in Eli Lilly in Q3 2013 and has held it in 25 quarters since.
  • Waverly Advisors's Eli Lilly position peaked at $62.5M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.