West Family Investments’s Eli Lilly LLY Stock Holding History

West Family Investments’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	$2.38M	Sell	2,586 -1,853	-42%	-$1.88M	0.83%	21
2025 Q4	$4.77M	Buy	4,439 +18	+0.4%	+$17.2K	1.12%	16
2025 Q3	$3.37M	Buy	4,421 +26	+0.6%	+$19.3K	0.75%	20
2025 Q2	$3.43M	Buy	4,395 +2,897	+193%	+$2.25M	0.89%	16
2025 Q1	$1.24M	Sell	1,498 -3,053	-67%	-$2.54M	0.47%	41
2024 Q4	$3.51M	Sell	4,551 -72	-2%	-$59.6K	1.22%	16
2024 Q3	$4.1M	Buy	4,623 +255	+6%	+$229K	1.39%	12
2024 Q2	$3.95M	Buy	4,368 +19	+0.4%	+$15.2K	1.19%	25
2024 Q1	$3.38M	Buy	4,349 +3	+0.1%	+$2.13K	1.05%	26
2023 Q4	$2.53M	Sell	4,346 -196	-4%	-$114K	0.86%	28
2023 Q3	$2.44M	Sell	4,542 -106	-2%	-$54.6K	0.85%	27
2023 Q2	$2.18M	Buy	4,648 +42	+0.9%	+$17.6K	0.85%	26
2023 Q1	$1.58M	Sell	4,606 -12	-0.3%	-$4.05K	0.63%	39
2022 Q4	$1.69M	Sell	4,618 -22	-0.5%	-$7.8K	0.58%	36
2022 Q3	$1.5M	Hold	4,640	–	–	0.62%	31
2022 Q2	$1.5M	Sell	4,640 -67	-1%	-$20.1K	0.59%	36
2022 Q1	$1.35M	Buy	4,707 +32	+0.7%	+$8.23K	0.38%	45
2021 Q4	$1.29M	Sell	4,675 -1,250	-21%	-$317K	0.35%	50
2021 Q3	$1.37M	Buy	5,925 +656	+12%	+$162K	0.36%	48
2021 Q2	$1.21M	Buy	+5,269	New	+$1.06M	0.33%	46
2019 Q1	–	Sell	-9,200	Closed	-$1.06M	–	89
2018 Q4	$1.06M	Sell	9,200 -8,800	-49%	-$983K	0.28%	60
2018 Q3	$1.93M	Hold	18,000	–	–	0.46%	48
2018 Q2	$1.54M	Hold	18,000	–	–	0.38%	56
2018 Q1	$1.39M	Hold	18,000	–	–	0.37%	55
2017 Q4	$1.52M	Hold	18,000	–	–	0.39%	56
2017 Q3	$1.54K	Hold	18,000	–	–	0.19%	51
2017 Q2	$1.48M	Hold	18,000	–	–	0.32%	56
2017 Q1	$1.51M	Hold	18,000	–	–	0.29%	53
2016 Q4	$1.32M	Hold	18,000	–	–	0.23%	62
2016 Q3	$1.45M	Hold	18,000	–	–	0.27%	59
2016 Q2	$1.42M	Hold	18,000	–	–	0.26%	63
2016 Q1	$1.3M	Hold	18,000	–	–	0.21%	64
2015 Q4	$1.52M	Hold	18,000	–	–	0.39%	55
2015 Q3	$1.51M	Hold	18,000	–	–	0.31%	55
2015 Q2	$1.5M	Hold	18,000	–	–	0.32%	54
2015 Q1	$1.31M	Hold	18,000	–	–	0.27%	54
2014 Q4	$1.24M	Hold	18,000	–	–	0.24%	54
2014 Q3	$1.17M	Hold	18,000	–	–	0.24%	55
2014 Q2	$1.12M	Hold	18,000	–	–	0.23%	57
2014 Q1	$1.06M	Hold	18,000	–	–	0.23%	57
2013 Q4	$918K	Hold	18,000	–	–	0.21%	60
2013 Q3	$906K	Hold	18,000	–	–	0.23%	60
2013 Q2	$884K	Buy	+18,000	New	+$979K	0.23%	60

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

West Family Investments's LLY Position: Q1 2026 in Review

West Family Investments reduced its Eli Lilly (LLY) stake by 42% in Q1 2026, selling an estimated $1.88M and leaving 2,586 shares worth $2.38M. The position accounts for 0.83% of the portfolio, ranked #21.

West Family Investments first reported a position in LLY in Q2 2013 and has held it in 43 quarters since. The position peaked at $4.77M in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

West Family Investments held 2,586 shares of Eli Lilly worth $2.38M as of Q1 2026.
West Family Investments sold 1,853 Eli Lilly shares in Q1 2026, an estimated $1.88M.
Eli Lilly made up 0.83% of West Family Investments's portfolio in Q1 2026, its #21 holding.
West Family Investments first reported a position in Eli Lilly in Q2 2013 and has held it in 43 quarters since.
West Family Investments's Eli Lilly position peaked at $4.77M in Q4 2025.
4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.