ZIM
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Zacks Investment Management’s Eli Lilly LLY Stock Holding History

Zacks 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 		$104M Sell
113,388
-1,633
-1% -$1.66M 0.84% 27
2025
Q4 		$124M Buy
115,021
+1,323
+1% +$1.27M 0.97% 23
2025
Q3 		$86.8M Buy
113,698
+4,244
+4% +$3.16M 0.69% 38
2025
Q2 		$85.3M Buy
109,454
+770
+0.7% +$598K 0.73% 34
2025
Q1 		$89.8M Buy
108,684
+3,873
+4% +$3.22M 0.84% 33
2024
Q4 		$80.9M Sell
104,811
-9,144
-8% -$7.57M 0.75% 34
2024
Q3 		$101M Buy
113,955
+10,211
+10% +$9.18M 0.88% 30
2024
Q2 		$93.9M Buy
103,744
+7,586
+8% +$6.07M 1.06% 25
2024
Q1 		$74.8M Buy
96,158
+8,762
+10% +$6.24M 0.8% 32
2023
Q4 		$50.9M Sell
87,396
-1,478
-2% -$863K 0.63% 46
2023
Q3 		$47.7M Buy
88,874
+1,581
+2% +$815K 0.62% 48
2023
Q2 		$40.9M Buy
87,293
+34,491
+65% +$14.5M 0.51% 56
2023
Q1 		$18.1M Sell
52,802
-41,268
-44% -$13.9M 0.24% 105
2022
Q4 		$34.4M Buy
94,070
+3,550
+4% +$1.26M 0.48% 63
2022
Q3 		$29.3M Buy
90,520
+1,964
+2% +$622K 0.47% 64
2022
Q2 		$28.7M Buy
88,556
+21,930
+33% +$6.58M 0.44% 69
2022
Q1 		$19.1M Buy
66,626
+7,377
+12% +$1.9M 0.26% 93
2021
Q4 		$16.4M Buy
59,249
+18,957
+47% +$4.81M 0.23% 107
2021
Q3 		$9.31M Buy
40,292
+38,503
+2,152% +$9.5M 0.15% 140
2021
Q2 		$411K Buy
1,789
+39
+2% +$7.83K 0.01% 476
2021
Q1 		$327K Buy
1,750
+23
+1% +$4.5K 0.01% 452
2020
Q4 		$292K Sell
1,727
-27,734
-94% -$4.14M 0.01% 469
2020
Q3 		$4.36M Sell
29,461
-42,293
-59% -$6.55M 0.09% 154
2020
Q2 		$11.8M Sell
71,754
-20,372
-22% -$3.13M 0.26% 94
2020
Q1 		$12.8M Sell
92,126
-572
-0.6% -$78.6K 0.31% 82
2019
Q4 		$12.2M Buy
92,698
+2,580
+3% +$299K 0.23% 96
2019
Q3 		$10.1M Buy
90,118
+2,686
+3% +$299K 0.2% 107
2019
Q2 		$9.69M Buy
87,432
+2,590
+3% +$305K 0.2% 105
2019
Q1 		$11M Sell
84,842
-232,994
-73% -$28.3M 0.24% 97
2018
Q4 		$36.8M Sell
317,836
-504
-0.2% -$56.3K 0.89% 36
2018
Q3 		$34.2M Buy
318,340
+77,039
+32% +$7.7M 0.71% 47
2018
Q2 		$20.6M Buy
241,301
+2,335
+1% +$192K 0.45% 72
2018
Q1 		$18.5M Buy
238,966
+3,288
+1% +$265K 0.41% 75
2017
Q4 		$19.9M Buy
235,678
+4,349
+2% +$370K 0.43% 68
2017
Q3 		$19.8M Buy
231,329
+3,131
+1% +$257K 0.46% 65
2017
Q2 		$18.8M Buy
228,198
+4,590
+2% +$374K 0.47% 67
2017
Q1 		$18.8M Buy
223,608
+26,122
+13% +$2.09M 0.48% 65
2016
Q4 		$14.5M Sell
197,486
-6,613
-3% -$492K 0.42% 67
2016
Q3 		$16.4M Buy
204,099
+17,276
+9% +$1.38M 0.46% 66
2016
Q2 		$14.7M Buy
186,823
+4,585
+3% +$345K 0.45% 68
2016
Q1 		$13.1M Buy
182,238
+3,781
+2% +$286K 0.42% 71
2015
Q4 		$15M Sell
178,457
-1,426
-0.8% -$118K 0.49% 62
2015
Q3 		$15.1M Sell
179,883
-191,583
-52% -$16.2M 0.52% 64
2015
Q2 		$31M Sell
371,466
-4,313
-1% -$329K 0.98% 27
2015
Q1 		$27.3M Buy
375,779
+14,724
+4% +$1.05M 0.86% 36
2014
Q4 		$24.9M Buy
361,055
+26,209
+8% +$1.77M 0.81% 38
2014
Q3 		$21.7M Buy
334,846
+24,030
+8% +$1.52M 0.76% 40
2014
Q2 		$19.3M Sell
310,816
-15,433
-5% -$921K 0.69% 41
2014
Q1 		$19.2M Sell
326,249
-4,026
-1% -$225K 0.71% 37
2013
Q4 		$16.8M Buy
330,275
+16,529
+5% +$828K 0.66% 39
2013
Q3 		$15.8M Buy
313,746
+18,339
+6% +$960K 0.68% 35
2013
Q2 		$14.5M Buy
+295,407
New +$16.1M 0.67% 33

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

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

Zacks Investment Management reduced its Eli Lilly (LLY) stake by 1.4% in Q1 2026, selling an estimated $1.66M and leaving 113,388 shares worth $104M. The position accounts for 0.84% of the portfolio, ranked #27.

Zacks Investment Management first reported a position in LLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $124M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Zacks Investment Management held 113,388 shares of Eli Lilly worth $104M as of Q1 2026.
  • Zacks Investment Management sold 1,633 Eli Lilly shares in Q1 2026, an estimated $1.66M.
  • Eli Lilly made up 0.84% of Zacks Investment Management's portfolio in Q1 2026, its #27 holding.
  • Zacks Investment Management first reported a position in Eli Lilly in Q2 2013 and has held it in 52 quarters since.
  • Zacks Investment Management's Eli Lilly position peaked at $124M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.