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 and Co. (LLY)
← All LLY superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 914,557 5.82 Reduce 26.61% 1.52 $850.51–1,149.10 · VW $1,034.87i $841,181,778 SEC
2025   Q4 1,246,090 5.72 Reduce 23.22% 0.93 $977.12–1,133.95 · VW $1,054.35i $1,339,147,991 SEC
2025   Q3 1,622,967 4.02 Reduce 6.61% 0.28 $712.05–1,111.99 · VW $966.50i $1,238,323,946 SEC
2025   Q2 1,737,910 4.16 Reduce 0.95% 0.04 $623.78–825.00 · VW $727.12i $1,354,753,358 SEC
2025   Q1 1,754,571 4.55 Add 35.45% 1.19 $677.09–935.63 · VW $783.46i $1,449,117,615 SEC
2024   Q4 1,295,389 2.70 Add 164.39% 1.68 $725.01–925.50 · VW $857.05i $1,000,040,041 SEC
2024   Q3 489,955 1.12 Reduce 10.44% 0.13 $711.40–969.65 · VW $825.47i $434,070,409 SEC
2024   Q2 547,065 1.24 Reduce 6.45% 0.07 $747.55–972.53 · VW $893.37i $495,301,599 SEC
2024   Q1 584,806 1.05 Reduce 1.68% <0.01 $718.30–826.21 · VW $788.28i $454,955,577 SEC
2023   Q4 594,801 0.20 Reduce 4.65% 0.04 $561.65–794.47 · VW $703.27i $81,021,086 SEC
2023   Q3 623,812 0.88 Buy 0.88 $516.57–629.97 · VW $579.19i $335,068,242 SEC
Price snapshot:
Current price$1,181.87
Avg. buy price$720.52
+/- since buy64.03%
52-week low$619.40
52-week high$1,249.45