Zullo Investment Group’s Eli Lilly LLY Stock Holding History

Zullo 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	$1.61M	Buy	1,755 +41	+2%	+$41.6K	0.61%	41
2025 Q4	$1.84M	Buy	1,714 +16	+0.9%	+$15.3K	0.67%	37
2025 Q3	$1.3M	Buy	1,698 +49	+3%	+$36.5K	0.48%	48
2025 Q2	$1.29M	Buy	1,649 +85	+5%	+$66.1K	0.52%	46
2025 Q1	$1.29M	Buy	1,564 +51	+3%	+$42.4K	0.55%	45
2024 Q4	$1.17M	Buy	1,513 +37	+3%	+$30.6K	0.47%	47
2024 Q3	$1.31M	Buy	1,476 +13	+0.9%	+$11.7K	0.54%	43
2024 Q2	$1.32M	Buy	1,463 +14	+1%	+$11.2K	0.58%	45
2024 Q1	$1.13M	Buy	1,449 +247	+21%	+$176K	0.53%	49
2023 Q4	$701K	Buy	1,202 +117	+11%	+$68.3K	0.36%	65
2023 Q3	$583K	Buy	1,085 +52	+5%	+$26.8K	0.34%	65
2023 Q2	$484K	Buy	1,033 +5	+0.5%	+$2.1K	0.28%	77
2023 Q1	$353K	Buy	1,028 +25	+2%	+$8.43K	0.22%	93
2022 Q4	$367K	Buy	1,003 +7	+0.7%	+$2.48K	0.22%	88
2022 Q3	$322K	Buy	996 +21	+2%	+$6.65K	0.21%	88
2022 Q2	$316K	Buy	975 +7	+0.7%	+$2.1K	0.2%	96
2022 Q1	$277K	Sell	968 -100	-9%	-$25.7K	0.14%	121
2021 Q4	$295K	Buy	+1,068	New	+$271K	0.15%	120

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

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

Zullo Investment Group increased its Eli Lilly (LLY) stake by 2.4% in Q1 2026, buying an estimated $41.6K and bringing the position to 1,755 shares worth $1.61M. The position accounts for 0.61% of the portfolio, ranked #41.

Zullo Investment Group first reported a position in LLY in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.84M in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Zullo Investment Group held 1,755 shares of Eli Lilly worth $1.61M as of Q1 2026.
Zullo Investment Group bought 41 Eli Lilly shares in Q1 2026, an estimated $41.6K.
Eli Lilly made up 0.61% of Zullo Investment Group's portfolio in Q1 2026, its #41 holding.
Zullo Investment Group first reported a position in Eli Lilly in Q4 2021 and has held it in 18 quarters since.
Zullo Investment Group's Eli Lilly position peaked at $1.84M in Q4 2025.
4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

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