Zuckerman Investment Group’s Eli Lilly LLY Stock Holding History

Zuckerman Investment Group’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	$866K	Hold	942	–	–	0.08%	75
2025 Q4	$1.01M	Hold	942	–	–	0.09%	74
2025 Q3	$719K	Buy	942 +15	+2%	+$11.2K	0.07%	97
2025 Q2	$722K	Buy	927 +27	+3%	+$21K	0.07%	90
2025 Q1	$743K	Sell	900 -76	-8%	-$63.2K	0.08%	89
2024 Q4	$791K	Sell	976 -11	-1%	-$9.11K	0.08%	83
2024 Q3	$875K	Sell	987 -14	-1%	-$12.6K	0.09%	79
2024 Q2	$906K	Hold	1,001	–	–	0.1%	72
2024 Q1	$779K	Buy	1,001 +5	+0.5%	+$3.56K	0.09%	77
2023 Q4	$581K	Buy	996 +106	+12%	+$61.9K	0.08%	82
2023 Q3	$478K	Sell	890 -83	-9%	-$42.8K	0.07%	85
2023 Q2	$456K	Sell	973 -16	-2%	-$6.71K	0.07%	83
2023 Q1	$340K	Sell	989 -44	-4%	-$14.8K	0.05%	92
2022 Q4	$378K	Buy	1,033 +170	+20%	+$60.3K	0.06%	94
2022 Q3	$279K	Hold	863	–	–	0.05%	98
2022 Q2	$280K	Hold	863	–	–	0.05%	88
2022 Q1	$247K	Hold	863	–	–	0.04%	98
2021 Q4	$238K	Buy	+863	New	+$219K	0.04%	107

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

Zuckerman Investment Group's LLY Position: Q1 2026 in Review

Zuckerman Investment Group held its Eli Lilly (LLY) position steady in Q1 2026 at 942 shares worth $866K. The position accounts for 0.08% of the portfolio, ranked #75.

Zuckerman Investment Group first reported a position in LLY in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.01M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Zuckerman Investment Group held 942 shares of Eli Lilly worth $866K as of Q1 2026.
Zuckerman Investment Group left its Eli Lilly share count unchanged in Q1 2026.
Eli Lilly made up 0.08% of Zuckerman Investment Group's portfolio in Q1 2026, its #75 holding.
Zuckerman Investment Group first reported a position in Eli Lilly in Q4 2021 and has held it in 18 quarters since.
Zuckerman Investment Group's Eli Lilly position peaked at $1.01M in Q4 2025.
4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Zuckerman Investment Group's 13F filing for Q1 2026, filed 15 May 2026.