Athena Investment Management’s Eli Lilly LLY Stock Holding History

Athena Investment Management’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	$997K	Sell	831 -450	-35%	-$460K	0.59%	41
2026 Q1	$1.18M	Hold	1,281	–	–	0.61%	41
2025 Q4	$1.38M	Sell	1,281 -25	-2%	-$23.9K	0.71%	31
2025 Q3	$996K	Hold	1,306	–	–	0.52%	46
2025 Q2	$1.02M	Sell	1,306 -2	-0.2%	-$1.55K	0.57%	43
2025 Q1	$1.08M	Sell	1,308 -101	-7%	-$84K	0.65%	41
2024 Q4	$1.09M	Sell	1,409 -4	-0.3%	-$3.31K	0.63%	35
2024 Q3	$1.25M	Sell	1,413 -9	-0.6%	-$8.09K	0.71%	30
2024 Q2	$1.29M	Sell	1,422 -66	-4%	-$52.8K	0.78%	28
2024 Q1	$1.16M	Sell	1,488 -27	-2%	-$19.2K	0.69%	33
2023 Q4	$883K	Hold	1,515	–	–	0.57%	43
2023 Q3	$814K	Sell	1,515 -28	-2%	-$14.4K	0.58%	42
2023 Q2	$724K	Sell	1,543 -20	-1%	-$8.39K	0.5%	49
2023 Q1	$537K	Hold	1,563	–	–	0.39%	57
2022 Q4	$572K	Sell	1,563 -57	-4%	-$20.2K	0.42%	55
2022 Q3	$524K	Sell	1,620 -175	-10%	-$55.4K	0.44%	56
2022 Q2	$582K	Buy	1,795 +676	+60%	+$203K	0.46%	50
2022 Q1	$320K	Buy	+1,119	New	+$288K	0.25%	88

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

Athena Investment Management's LLY Position: Q2 2026 in Review

Athena Investment Management reduced its Eli Lilly (LLY) stake by 35% in Q2 2026, selling an estimated $460K and leaving 831 shares worth $997K. The position accounts for 0.59% of the portfolio, ranked #41.

Athena Investment Management first reported a position in LLY in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.38M in Q4 2025. 4,634 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Athena Investment Management held 831 shares of Eli Lilly worth $997K as of Q2 2026.
Athena Investment Management sold 450 Eli Lilly shares in Q2 2026, an estimated $460K.
Eli Lilly made up 0.59% of Athena Investment Management's portfolio in Q2 2026, its #41 holding.
Athena Investment Management first reported a position in Eli Lilly in Q1 2022 and has held it in 18 quarters since.
Athena Investment Management's Eli Lilly position peaked at $1.38M in Q4 2025.
4,634 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Athena Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.