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Bolthouse Investments’s Eli Lilly LLY Stock Holding History

Bolthouse Investments’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 		$591K Buy
493
+12
+2% +$12.3K 0.48% 38
2026
Q1 		$442K Hold
481
– – 0.4% 48
2025
Q4 		$517K Hold
481
– – 0.46% 43
2025
Q3 		$367K Hold
481
– – 0.33% 53
2025
Q2 		$375K Sell
481
-219
-31% -$170K 0.37% 54
2025
Q1 		$578K Hold
700
– – 0.6% 36
2024
Q4 		$540K Buy
+700
New +$580K 0.5% 42

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

Bolthouse Investments's LLY Position: Q2 2026 in Review

Bolthouse Investments increased its Eli Lilly (LLY) stake by 2.5% in Q2 2026, buying an estimated $12.3K and bringing the position to 493 shares worth $591K. The position accounts for 0.48% of the portfolio, ranked #38.

Bolthouse Investments first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. 4,633 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Bolthouse Investments held 493 shares of Eli Lilly worth $591K as of Q2 2026.
  • Bolthouse Investments bought 12 Eli Lilly shares in Q2 2026, an estimated $12.3K.
  • Eli Lilly made up 0.48% of Bolthouse Investments's portfolio in Q2 2026, its #38 holding.
  • Bolthouse Investments first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • 4,633 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Bolthouse Investments's 13F filing for Q2 2026, filed 11 Aug 2026.