Bank of Montreal’s Eli Lilly LLY Stock Holding History

Bank of Montreal’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
2024 Q4	–	Sell	-34,900	Closed	-$30.6M	–	3776
2024 Q3	$30.6M	Buy	+34,900	New	+$31.4M	0.01%	624
2023 Q1	–	Sell	-42,700	Closed	-$15.7M	–	4006
2022 Q4	$15.7M	Buy	42,700 +41,700	+4,170%	+$14.8M	0.01%	788
2022 Q3	$330K	Buy	+1,000	New	+$317K	﹤0.01%	2874
2020 Q1	–	Sell	-18,900	Closed	-$2.48M	–	4418
2019 Q4	$2.48M	Buy	+18,900	New	+$2.19M	﹤0.01%	1751
2019 Q2	–	Sell	-1,500	Closed	-$195K	–	4990
2019 Q1	$195K	Buy	+1,500	New	+$182K	﹤0.01%	2736
2017 Q1	–	Sell	-60,000	Closed	-$4.03M	–	4099
2016 Q4	$4.03M	Buy	+60,000	New	+$4.47M	﹤0.01%	1175
2014 Q1	–	Sell	-1,042	Closed	-$53K	–	4082
2013 Q4	$53K	Buy	1,042 +42	+4%	+$2.1K	﹤0.01%	2838
2013 Q3	$50K	Hold	1,000	–	–	﹤0.01%	2824
2013 Q2	$49K	Buy	+1,000	New	+$54.4K	﹤0.01%	2731

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 $3.38T AUM 44.17% 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

Bank of Montreal's LLY Position: Q2 2026 in Review

Bank of Montreal increased its Eli Lilly (LLY) stake by 14% in Q2 2026, buying an estimated $222M and bringing the position to 1,724,702 shares worth $2.07B. The position accounts for 0.68% of the portfolio, ranked #29.

Bank of Montreal first reported a position in LLY in Q2 2013 and has held it in 53 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Bank of Montreal held 1,724,702 shares of Eli Lilly worth $2.07B as of Q2 2026.
Bank of Montreal bought 217,333 Eli Lilly shares in Q2 2026, an estimated $222M.
Eli Lilly made up 0.68% of Bank of Montreal's portfolio in Q2 2026, its #29 holding.
Bank of Montreal first reported a position in Eli Lilly in Q2 2013 and has held it in 53 quarters since.
4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.