John Armitage - Egerton Capital (UK)
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    24
Portfolio value:    $9,010,197,462
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
2025   Q2 0 0.00 Sell 100.00% 4.70 $623.78–825.00 · VW $727.12i SEC
2025   Q1 492,808 4.70 Add 75.39% 2.02 $677.09–935.63 · VW $783.46i $407,015,055 SEC
2024   Q4 280,981 2.51 Buy 2.51 $725.01–925.50 · VW $857.05i $216,917,332 SEC
Price snapshot:
Current price$1,181.87
52-week low$619.40
52-week high$1,249.45