Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  Eli Lilly & Co. (LLY)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 914,557 5.82 Reduce 26.61% 1.52 $919.77 $841,181,778 SEC
2025   Q4 1,246,090 5.72 Reduce 23.22% 0.93 $1,074.68 $1,339,147,991 SEC
2025   Q3 1,622,967 4.02 Reduce 6.61% 0.28 $763.00 $1,238,323,946 SEC
2025   Q2 1,737,910 4.16 Reduce 0.95% 0.04 $779.53 $1,354,753,358 SEC
2025   Q1 1,754,571 4.55 Add 35.45% 1.19 $825.91 $1,449,117,615 SEC
2024   Q4 1,295,389 2.70 Add 164.39% 1.68 $772.00 $1,000,040,041 SEC
2024   Q3 489,955 1.12 Reduce 10.44% 0.13 $885.94 $434,070,409 SEC
2024   Q2 547,065 1.24 Reduce 6.45% 0.07 $905.38 $495,301,599 SEC
2024   Q1 584,806 1.05 Reduce 1.68% <0.01 $777.96 $454,955,577 SEC
2023   Q4 594,801 0.20 Reduce 4.65% 0.04 $136.22 $81,021,086 SEC
2023   Q3 623,812 0.88 Buy 0.88 $537.13 $335,068,242 SEC