AG
LLY icon

AlTi Global’s Eli Lilly LLY Stock Holding History

AlTi Global’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 		$6.25M Buy
5,208
+1,108
+27% +$1.13M 0.13% 93
2026
Q1 		$3.77M Buy
4,100
+941
+30% +$954K 0.08% 113
2025
Q4 		$3.39M Buy
3,159
+130
+4% +$124K 0.07% 122
2025
Q3 		$2.31M Buy
3,029
+1,317
+77% +$980K 0.05% 152
2025
Q2 		$1.34M Buy
1,712
+385
+29% +$299K 0.03% 199
2025
Q1 		$1.1M Sell
1,327
-1,146
-46% -$954K 0.03% 197
2024
Q4 		$1.86M Sell
2,473
-22
-0.9% -$18.2K 0.04% 157
2024
Q3 		$2.21M Sell
2,495
-971
-28% -$873K 0.05% 150
2024
Q2 		$3.14M Sell
3,466
-3,745
-52% -$3M 0.08% 113
2024
Q1 		$5.61M Buy
7,211
+1,192
+20% +$848K 0.16% 83
2023
Q4 		$3.51M Buy
+6,019
New +$3.51M 0.11% 94

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 $3.38T AUM 44.17% 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

AlTi Global's LLY Position: Q2 2026 in Review

AlTi Global increased its Eli Lilly (LLY) stake by 27% in Q2 2026, buying an estimated $1.13M and bringing the position to 5,208 shares worth $6.25M. The position accounts for 0.13% of the portfolio, ranked #93.

AlTi Global first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • AlTi Global held 5,208 shares of Eli Lilly worth $6.25M as of Q2 2026.
  • AlTi Global bought 1,108 Eli Lilly shares in Q2 2026, an estimated $1.13M.
  • Eli Lilly made up 0.13% of AlTi Global's portfolio in Q2 2026, its #93 holding.
  • AlTi Global first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.