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Barometer Capital Management’s Eli Lilly LLY Stock Holding History

Barometer 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 		$6.42M Buy
+5,350
New +$5.47M 1.78% 21
2024
Q4 		– Sell
-14,292
Closed -$12.7M – 183
2024
Q3 		$12.7M Sell
14,292
-198
-1% -$178K 3.65% 7
2024
Q2 		$13.1M Sell
14,490
-2,253
-13% -$1.8M 5.06% 1
2024
Q1 		$13.1M Sell
16,743
-2,809
-14% -$2M 3.39% 4
2023
Q4 		$11.4M Sell
19,552
-4,598
-19% -$2.68M 3.23% 6
2023
Q3 		$13M Sell
24,150
-1,717
-7% -$885K 4.09% 5
2023
Q2 		$12.1M Buy
25,867
+18,467
+250% +$7.74M 3.24% 7
2023
Q1 		$2.54M Sell
7,400
-30,973
-81% -$10.4M 0.65% 47
2022
Q4 		$14M Sell
38,373
-1,374
-3% -$487K 4.14% 2
2022
Q3 		$12.9M Buy
39,747
+551
+1% +$175K 5.3% 8
2022
Q2 		$11.2M Buy
39,196
+37,236
+1,900% +$11.2M 4.57% 8
2022
Q1 		$561K Buy
+1,960
New +$504K 0.1% 103
2019
Q2 		– Sell
-38,959
Closed -$5.05M – 155
2019
Q1 		$5.05M Sell
38,959
-182,436
-82% -$22.2M 0.58% 54
2018
Q4 		$25.6M Buy
221,395
+62,550
+39% +$6.99M 5.22% 2
2018
Q3 		$17M Buy
+158,845
New +$15.9M 1.32% 21
2017
Q3 		– Sell
-7,000
Closed -$576K – 177
2017
Q2 		$576K Sell
7,000
-265,500
-97% -$21.7M 0.06% 134
2017
Q1 		$22.9M Buy
+272,500
New +$21.8M 1.99% 21
2016
Q4 		– Sell
-6,900
Closed -$554K – 164
2016
Q3 		$554K Buy
+6,900
New +$552K 0.06% 123

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Barometer Capital Management opened a new position in Eli Lilly (LLY) in Q2 2026: 5,350 shares worth $6.42M. The stake represents 1.78% of the portfolio and ranks #21 among its holdings. This is a return to the name: Barometer Capital Management previously reported a position in LLY as recently as Q3 2024.

Barometer Capital Management first reported a position in LLY in Q3 2016 and has held it in 18 quarters since. The position peaked at $25.6M in Q4 2018. 4,618 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Barometer Capital Management held 5,350 shares of Eli Lilly worth $6.42M as of Q2 2026.
  • Eli Lilly was a new Barometer Capital Management position in Q2 2026.
  • Eli Lilly made up 1.78% of Barometer Capital Management's portfolio in Q2 2026, its #21 holding.
  • Barometer Capital Management first reported a position in Eli Lilly in Q3 2016 and has held it in 18 quarters since.
  • Barometer Capital Management's Eli Lilly position peaked at $25.6M in Q4 2018.
  • 4,618 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Barometer Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.