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Boltwood Capital Management’s Eli Lilly LLY Stock Holding History

Boltwood 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 		$2.25M Buy
1,878
+18
+1% +$18.4K 0.52% 49
2026
Q1 		$1.71M Sell
1,860
-25
-1% -$25.3K 0.44% 59
2025
Q4 		$2.03M Sell
1,885
-48
-2% -$45.9K 0.53% 49
2025
Q3 		$1.47M Sell
1,933
-40
-2% -$29.8K 0.39% 63
2025
Q2 		$1.54M Sell
1,973
-32
-2% -$24.9K 0.44% 58
2025
Q1 		$1.66M Sell
2,005
-52
-3% -$43.3K 0.5% 54
2024
Q4 		$1.59M Sell
2,057
-42
-2% -$34.8K 0.48% 58
2024
Q3 		$1.86M Sell
2,099
-71
-3% -$63.8K 0.55% 52
2024
Q2 		$1.96M Sell
2,170
-133
-6% -$106K 0.61% 46
2024
Q1 		$1.79M Sell
2,303
-361
-14% -$257K 0.56% 53
2023
Q4 		$1.55M Sell
2,664
-239
-8% -$140K 0.51% 53
2023
Q3 		$1.56M Sell
2,903
-333
-10% -$172K 0.58% 46
2023
Q2 		$1.52M Sell
3,236
-335
-9% -$140K 0.55% 48
2023
Q1 		$1.23M Buy
3,571
+121
+4% +$40.8K 0.46% 54
2022
Q4 		$1.26M Sell
3,450
-268
-7% -$95K 0.51% 50
2022
Q3 		$1.2M Sell
3,718
-527
-12% -$167K 0.55% 51
2022
Q2 		$1.38M Sell
4,245
-2,146
-34% -$644K 0.6% 53
2022
Q1 		$1.83M Sell
6,391
-90
-1% -$23.2K 0.71% 46
2021
Q4 		$1.79M Buy
6,481
+18
+0.3% +$4.56K 0.66% 48
2021
Q3 		$1.49M Sell
6,463
-87
-1% -$21.5K 0.6% 53
2021
Q2 		$1.5M Sell
6,550
-20
-0.3% -$4.02K 0.62% 54
2021
Q1 		$1.23M Sell
6,570
-620
-9% -$121K 0.54% 59
2020
Q4 		$1.21M Sell
7,190
-160
-2% -$23.9K 0.59% 55
2020
Q3 		$1.09M Buy
7,350
+10
+0.1% +$1.55K 0.61% 56
2020
Q2 		$1.21M Sell
7,340
-25
-0.3% -$3.84K 0.73% 45
2020
Q1 		$1.02M Sell
7,365
-45
-0.6% -$6.18K 0.72% 47
2019
Q4 		$974K Buy
+7,410
New +$859K 0.55% 60

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Boltwood Capital Management increased its Eli Lilly (LLY) stake by 0.97% in Q2 2026, buying an estimated $18.4K and bringing the position to 1,878 shares worth $2.25M. The position accounts for 0.52% of the portfolio, ranked #49.

Boltwood Capital Management first reported a position in LLY in Q4 2019 and has held it in 27 quarters since. 1,556 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Boltwood Capital Management held 1,878 shares of Eli Lilly worth $2.25M as of Q2 2026.
  • Boltwood Capital Management bought 18 Eli Lilly shares in Q2 2026, an estimated $18.4K.
  • Eli Lilly made up 0.52% of Boltwood Capital Management's portfolio in Q2 2026, its #49 holding.
  • Boltwood Capital Management first reported a position in Eli Lilly in Q4 2019 and has held it in 27 quarters since.
  • 1,556 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.