Wright Investors Service’s Eli Lilly LLY Stock Holding History

Wright Investors Service’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	$2.32M	Sell	2,521 -253	-9%	-$256K	0.73%	35
2025 Q4	$2.98M	Buy	2,774 +1,301	+88%	+$1.24M	0.9%	29
2025 Q3	$1.12M	Sell	1,473 -1,102	-43%	-$820K	0.33%	72
2025 Q2	$2.01M	Sell	2,575 -108	-4%	-$83.9K	0.61%	43
2025 Q1	$2.22M	Buy	2,683 +222	+9%	+$185K	0.73%	38
2024 Q4	$1.9M	Sell	2,461 -1,228	-33%	-$1.02M	0.62%	45
2024 Q3	$3.27M	Hold	3,689	–	–	0.86%	32
2024 Q2	$3.34M	Buy	3,689 +813	+28%	+$650K	0.88%	32
2024 Q1	$2.24M	Sell	2,876 -6	-0.2%	-$4.27K	0.57%	61
2023 Q4	$1.68M	Buy	+2,882	New	+$1.68M	0.47%	66
2013 Q4	–	Sell	-5,339	Closed	-$269K	–	228
2013 Q3	$269K	Buy	5,339 +6	+0.1%	+$314	0.12%	193
2013 Q2	$262K	Buy	+5,333	New	+$290K	0.12%	189

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

Wright Investors Service's LLY Position: Q1 2026 in Review

Wright Investors Service reduced its Eli Lilly (LLY) stake by 9.1% in Q1 2026, selling an estimated $256K and leaving 2,521 shares worth $2.32M. The position accounts for 0.73% of the portfolio, ranked #35.

Wright Investors Service first reported a position in LLY in Q2 2013 and has held it in 12 quarters since. The position peaked at $3.34M in Q2 2024. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Wright Investors Service held 2,521 shares of Eli Lilly worth $2.32M as of Q1 2026.
Wright Investors Service sold 253 Eli Lilly shares in Q1 2026, an estimated $256K.
Eli Lilly made up 0.73% of Wright Investors Service's portfolio in Q1 2026, its #35 holding.
Wright Investors Service first reported a position in Eli Lilly in Q2 2013 and has held it in 12 quarters since.
Wright Investors Service's Eli Lilly position peaked at $3.34M in Q2 2024.
4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Wright Investors Service's 13F filing for Q1 2026, filed 29 Apr 2026.