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Bellevue Group’s Eli Lilly LLY Stock Holding History

Bellevue Group’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 		$35.8M Sell
29,882
-4,050
-12% -$4.14M 0.75% 36
2026
Q1 		$31.2M Sell
33,932
-71
-0.2% -$72K 0.74% 38
2025
Q4 		$36.5M Sell
34,003
-6,511
-16% -$6.23M 0.69% 35
2025
Q3 		$30.9M Sell
40,514
-406
-1% -$302K 0.64% 37
2025
Q2 		$31.9M Sell
40,920
-2,727
-6% -$2.12M 0.7% 37
2025
Q1 		$36M Sell
43,647
-1,818
-4% -$1.51M 0.81% 30
2024
Q4 		$35.1M Buy
45,465
+1,219
+3% +$1.01M 0.68% 34
2024
Q3 		$39.2M Sell
44,246
-5,428
-11% -$4.88M 0.64% 43
2024
Q2 		$45M Sell
49,674
-8,291
-14% -$6.63M 0.73% 34
2024
Q1 		$45.1M Buy
57,965
+1,753
+3% +$1.25M 0.69% 46
2023
Q4 		$32.8M Sell
56,212
-25,329
-31% -$14.8M 0.5% 59
2023
Q3 		$43.8M Sell
81,541
-13,614
-14% -$7.02M 0.71% 43
2023
Q2 		$44.6M Buy
95,155
+84,391
+784% +$35.4M 0.64% 52
2023
Q1 		$3.7M Sell
10,764
-291
-3% -$98.1K 0.05% 109
2022
Q4 		$4.04M Buy
11,055
+1,565
+16% +$555K 0.05% 113
2022
Q3 		$3.07M Buy
9,490
+8,521
+879% +$2.7M 0.04% 115
2022
Q2 		$314K Buy
+969
New +$291K ﹤0.01% 152
2022
Q1 		– Sell
-7,552
Closed -$2.09M – 190
2021
Q4 		$2.09M Buy
+7,552
New +$1.91M 0.02% 146
2018
Q1 		– Sell
-241,262
Closed -$20.4M – 130
2017
Q4 		$20.4M Hold
241,262
– – 2.13% 13
2017
Q3 		$20.6M Buy
241,262
+60,189
+33% +$4.94M 2.16% 11
2017
Q2 		$14.9M Buy
181,073
+49,673
+38% +$4.05M 1.76% 16
2017
Q1 		$11.1M Buy
131,400
+96,400
+275% +$7.72M 1.47% 26
2016
Q4 		$2.57M Hold
35,000
– – 0.53% 50
2016
Q3 		$2.81M Hold
35,000
– – 0.51% 57
2016
Q2 		$2.76M Hold
35,000
– – 0.52% 57
2016
Q1 		$2.52M Buy
+35,000
New +$2.65M 0.46% 70

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 $3.38T AUM 44.17% 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

Bellevue Group's LLY Position: Q2 2026 in Review

Bellevue Group reduced its Eli Lilly (LLY) stake by 12% in Q2 2026, selling an estimated $4.14M and leaving 29,882 shares worth $35.8M. The position accounts for 0.75% of the portfolio, ranked #36.

Bellevue Group first reported a position in LLY in Q1 2016 and has held it in 26 quarters since. The position peaked at $45.1M in Q1 2024. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Bellevue Group held 29,882 shares of Eli Lilly worth $35.8M as of Q2 2026.
  • Bellevue Group sold 4,050 Eli Lilly shares in Q2 2026, an estimated $4.14M.
  • Eli Lilly made up 0.75% of Bellevue Group's portfolio in Q2 2026, its #36 holding.
  • Bellevue Group first reported a position in Eli Lilly in Q1 2016 and has held it in 26 quarters since.
  • Bellevue Group's Eli Lilly position peaked at $45.1M in Q1 2024.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Bellevue Group's 13F filing for Q2 2026, filed 14 Aug 2026.