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Allen Capital Group’s Eli Lilly LLY Stock Holding History

Allen Capital 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
Q2 		$2.52M Buy
2,102
+184
+10% +$188K 0.21% 98
2026
Q1 		$1.76M Buy
1,918
+16
+0.8% +$16.2K 0.16% 103
2025
Q4 		$2.04M Buy
1,902
+461
+32% +$441K 0.19% 97
2025
Q3 		$1.1M Sell
1,441
-383
-21% -$285K 0.1% 123
2025
Q2 		$1.42M Buy
1,824
+254
+16% +$197K 0.15% 101
2025
Q1 		$1.3M Buy
1,570
+170
+12% +$141K 0.15% 101
2024
Q4 		$1.08M Buy
1,400
+536
+62% +$444K 0.13% 107
2024
Q3 		$765K Buy
864
+176
+26% +$158K 0.09% 120
2024
Q2 		$623K Buy
688
+117
+20% +$93.6K 0.09% 122
2024
Q1 		$444K Buy
571
+134
+31% +$95.4K 0.06% 137
2023
Q4 		$255K Buy
+437
New +$255K 0.04% 155
2022
Q1 		– Sell
-810
Closed -$224K – 178
2021
Q4 		$224K Buy
+810
New +$205K 0.03% 156

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allen Capital Group's LLY Position: Q2 2026 in Review

Allen Capital Group increased its Eli Lilly (LLY) stake by 9.6% in Q2 2026, buying an estimated $188K and bringing the position to 2,102 shares worth $2.52M. The position accounts for 0.21% of the portfolio, ranked #98.

Allen Capital Group first reported a position in LLY in Q4 2021 and has held it in 12 quarters since. 4,627 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Allen Capital Group held 2,102 shares of Eli Lilly worth $2.52M as of Q2 2026.
  • Allen Capital Group bought 184 Eli Lilly shares in Q2 2026, an estimated $188K.
  • Eli Lilly made up 0.21% of Allen Capital Group's portfolio in Q2 2026, its #98 holding.
  • Allen Capital Group first reported a position in Eli Lilly in Q4 2021 and has held it in 12 quarters since.
  • 4,627 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Allen Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.