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Barden Capital Management’s Eli Lilly LLY Stock Holding History

Barden Capital 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 		$2.43M Sell
2,030
-814
-29% -$832K 2.25% 16
2026
Q1 		$2.62M Buy
2,844
+97
+4% +$98.3K 2.24% 13
2025
Q4 		$2.95M Sell
2,747
-50
-2% -$47.8K 2.42% 12
2025
Q3 		$2.13M Sell
2,797
-2
-0.1% -$1.49K 1.77% 19
2025
Q2 		$2.18M Sell
2,799
-163
-6% -$127K 1.91% 18
2025
Q1 		$2.45M Sell
2,962
-155
-5% -$129K 2.18% 14
2024
Q4 		$2.41M Buy
3,117
+47
+2% +$38.9K 2.06% 15
2024
Q3 		$2.72M Sell
3,070
-194
-6% -$174K 2.39% 12
2024
Q2 		$2.96M Buy
3,264
+26
+0.8% +$20.8K 2.79% 9
2024
Q1 		$2.52M Sell
3,238
-538
-14% -$383K 2.43% 11
2023
Q4 		$2.05M Buy
3,776
+548
+17% +$320K 1.67% 17
2023
Q3 		$1.73M Buy
3,228
+22
+0.7% +$11.3K 1.68% 20
2023
Q2 		$1.5M Buy
3,206
+509
+19% +$213K 1.65% 23
2023
Q1 		$926K Buy
2,697
+40
+2% +$13.5K 0.89% 46
2022
Q4 		$972K Buy
2,657
+20
+0.8% +$7.09K 1% 43
2022
Q3 		$853K Buy
+2,637
New +$835K 0.99% 45

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Barden Capital Management's LLY Position: Q2 2026 in Review

Barden Capital Management reduced its Eli Lilly (LLY) stake by 29% in Q2 2026, selling an estimated $832K and leaving 2,030 shares worth $2.43M. The position accounts for 2.25% of the portfolio, ranked #16.

Barden Capital Management first reported a position in LLY in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.96M in Q2 2024. 2,861 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Barden Capital Management held 2,030 shares of Eli Lilly worth $2.43M as of Q2 2026.
  • Barden Capital Management sold 814 Eli Lilly shares in Q2 2026, an estimated $832K.
  • Eli Lilly made up 2.25% of Barden Capital Management's portfolio in Q2 2026, its #16 holding.
  • Barden Capital Management first reported a position in Eli Lilly in Q3 2022 and has held it in 16 quarters since.
  • Barden Capital Management's Eli Lilly position peaked at $2.96M in Q2 2024.
  • 2,861 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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