Atwater Malick’s Eli Lilly LLY Stock Holding History

Atwater Malick’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	$1.22M	Buy	1,015 +97	+11%	+$99.1K	0.27%	47
2026 Q1	$844K	Sell	918 -104	-10%	-$105K	0.23%	48
2025 Q4	$1.1M	Buy	1,022 +4	+0.4%	+$3.83K	0.3%	40
2025 Q3	$777K	Buy	1,018 +13	+1%	+$9.67K	0.23%	45
2025 Q2	$783K	Hold	1,005	–	–	0.25%	47
2025 Q1	$830K	Sell	1,005 -20	-2%	-$16.6K	0.28%	42
2024 Q4	$791K	Buy	1,025 +133	+15%	+$110K	0.27%	42
2024 Q3	$790K	Hold	892	–	–	0.25%	44
2024 Q2	$808K	Hold	892	–	–	0.28%	42
2024 Q1	$694K	Hold	892	–	–	0.24%	44
2023 Q4	$520K	Hold	892	–	–	0.2%	49
2023 Q3	$479K	Hold	892	–	–	0.21%	45
2023 Q2	$418K	Buy	+892	New	+$374K	0.18%	49

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

Atwater Malick's LLY Position: Q2 2026 in Review

Atwater Malick increased its Eli Lilly (LLY) stake by 11% in Q2 2026, buying an estimated $99.1K and bringing the position to 1,015 shares worth $1.22M. The position accounts for 0.27% of the portfolio, ranked #47.

Atwater Malick first reported a position in LLY in Q2 2023 and has held it in 13 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Atwater Malick held 1,015 shares of Eli Lilly worth $1.22M as of Q2 2026.
Atwater Malick bought 97 Eli Lilly shares in Q2 2026, an estimated $99.1K.
Eli Lilly made up 0.27% of Atwater Malick's portfolio in Q2 2026, its #47 holding.
Atwater Malick first reported a position in Eli Lilly in Q2 2023 and has held it in 13 quarters since.
4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Atwater Malick's 13F filing for Q2 2026, filed 27 Jul 2026.