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Bender Robert & Associates’s Eli Lilly LLY Stock Holding History

Bender Robert & Associates’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
Q3 		– Sell
-18,209
Closed -$16.5M – 63
2024
Q2 		$16.5M Buy
+18,209
New +$14.6M 3.62% 7

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

Bender Robert & Associates's LLY Position: Q2 2026 in Review

Bender Robert & Associates increased its Eli Lilly (LLY) stake by 0.51% in Q2 2026, buying an estimated $92K and bringing the position to 17,644 shares worth $21.2M. The position accounts for 4.4% of the portfolio, ranked #7.

Bender Robert & Associates first reported a position in LLY in Q2 2013 and has held it in 52 quarters since. 4,630 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Bender Robert & Associates held 17,644 shares of Eli Lilly worth $21.2M as of Q2 2026.
  • Bender Robert & Associates bought 90 Eli Lilly shares in Q2 2026, an estimated $92K.
  • Eli Lilly made up 4.4% of Bender Robert & Associates's portfolio in Q2 2026, its #7 holding.
  • Bender Robert & Associates first reported a position in Eli Lilly in Q2 2013 and has held it in 52 quarters since.
  • 4,630 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Bender Robert & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.