BCM
LLY icon

Bluefin Capital Management’s Eli Lilly LLY Stock Holding History

Bluefin 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
2016
Q3 		– Sell
-19,600
Closed -$2K – 518
2016
Q2 		$2K Buy
+19,600
New +$1.48M ﹤0.01% 481

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

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

Bluefin Capital Management opened a new position in Eli Lilly (LLY) in Q2 2026: 386 shares worth $463K. The stake represents 0.12% of the portfolio and ranks #57 among its holdings. This is a return to the name: Bluefin Capital Management previously reported a position in LLY as recently as Q4 2022.

Bluefin Capital Management first reported a position in LLY in Q4 2014 and has held it in 9 quarters since. The position peaked at $4.28M in Q4 2019. 4,637 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Bluefin Capital Management held 386 shares of Eli Lilly worth $463K as of Q2 2026.
  • Eli Lilly was a new Bluefin Capital Management position in Q2 2026.
  • Eli Lilly made up 0.12% of Bluefin Capital Management's portfolio in Q2 2026, its #57 holding.
  • Bluefin Capital Management first reported a position in Eli Lilly in Q4 2014 and has held it in 9 quarters since.
  • Bluefin Capital Management's Eli Lilly position peaked at $4.28M in Q4 2019.
  • 4,637 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Bluefin Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.