Anchor Capital Advisors’s Eli Lilly LLY Stock Holding History

Anchor Capital Advisors’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	$865K	Hold	721	–	–	0.02%	182
2026 Q1	$663K	Hold	721	–	–	0.02%	186
2025 Q4	$775K	Sell	721 -38	-5%	-$36.3K	0.02%	188
2025 Q3	$579K	Sell	759 -8	-1%	-$5.95K	0.02%	199
2025 Q2	$598K	Hold	767	–	–	0.02%	198
2025 Q1	$633K	Hold	767	–	–	0.02%	191
2024 Q4	$592K	Hold	767	–	–	0.02%	204
2024 Q3	$680K	Hold	767	–	–	0.02%	191
2024 Q2	$694K	Hold	767	–	–	0.02%	185
2024 Q1	$597K	Hold	767	–	–	0.02%	195
2023 Q4	$447K	Hold	767	–	–	0.01%	205
2023 Q3	$412K	Hold	767	–	–	0.01%	221
2023 Q2	$360K	Sell	767 -708	-48%	-$297K	0.01%	231
2023 Q1	$507K	Hold	1,475	–	–	0.01%	217
2022 Q4	$540K	Hold	1,475	–	–	0.01%	216
2022 Q3	$477K	Hold	1,475	–	–	0.01%	216
2022 Q2	$478K	Hold	1,475	–	–	0.01%	222
2022 Q1	$422K	Hold	1,475	–	–	0.01%	232
2021 Q4	$407K	Hold	1,475	–	–	0.01%	233
2021 Q3	$341K	Sell	1,475 -50	-3%	-$12.3K	0.01%	237
2021 Q2	$350K	Sell	1,525 -25	-2%	-$5.02K	0.01%	238
2021 Q1	$290K	Hold	1,550	–	–	0.01%	245
2020 Q4	$262K	Sell	1,550 -10	-0.6%	-$1.49K	0.01%	241
2020 Q3	$231K	Hold	1,560	–	–	0.01%	244
2020 Q2	$256K	Sell	1,560 -10	-0.6%	-$1.53K	0.01%	232
2020 Q1	$218K	Sell	1,570 -30	-2%	-$4.12K	0.01%	230
2019 Q4	$210K	Buy	+1,600	New	+$185K	﹤0.01%	249
2019 Q2	–	Sell	-1,750	Closed	-$227K	–	249
2019 Q1	$227K	Hold	1,750	–	–	﹤0.01%	240
2018 Q4	$203K	Buy	+1,750	New	+$195K	0.01%	264

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Anchor Capital Advisors's LLY Position: Q2 2026 in Review

Anchor Capital Advisors held its Eli Lilly (LLY) position steady in Q2 2026 at 721 shares worth $865K. The position accounts for 0.02% of the portfolio, ranked #182.

Anchor Capital Advisors first reported a position in LLY in Q4 2018 and has held it in 29 quarters since. 4,633 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Anchor Capital Advisors held 721 shares of Eli Lilly worth $865K as of Q2 2026.
Anchor Capital Advisors left its Eli Lilly share count unchanged in Q2 2026.
Eli Lilly made up 0.02% of Anchor Capital Advisors's portfolio in Q2 2026, its #182 holding.
Anchor Capital Advisors first reported a position in Eli Lilly in Q4 2018 and has held it in 29 quarters since.
4,633 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Anchor Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.