BP
LLY icon

Broadleaf Partners’s Eli Lilly LLY Stock Holding History

Broadleaf Partners’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 		$20.4M Buy
17,036
+7,944
+87% +$8.12M 3.96% 6
2026
Q1 		$8.36M Buy
9,092
+2,841
+45% +$2.88M 1.95% 20
2025
Q4 		$6.72M Sell
6,251
-7
-0.1% -$6.69K 1.42% 27
2025
Q3 		$4.77M Sell
6,258
-107
-2% -$79.6K 1% 33
2025
Q2 		$4.96M Sell
6,365
-25
-0.4% -$19.4K 1.09% 31
2025
Q1 		$5.28M Sell
6,390
-7,204
-53% -$5.99M 1.38% 25
2024
Q4 		$10.5M Sell
13,594
-5,104
-27% -$4.23M 2.45% 16
2024
Q3 		$16.6M Sell
18,698
-50
-0.3% -$45K 3.92% 6
2024
Q2 		$17M Sell
18,748
-71
-0.4% -$56.8K 4.11% 6
2024
Q1 		$14.6M Buy
18,819
+3,848
+26% +$2.74M 3.75% 6
2023
Q4 		$8.73M Sell
14,971
-4,677
-24% -$2.73M 2.56% 14
2023
Q3 		$10.6M Sell
19,648
-51
-0.3% -$26.3K 3.52% 8
2023
Q2 		$9.24M Buy
19,699
+31
+0.2% +$13K 3.01% 7
2023
Q1 		$6.75M Buy
19,668
+479
+2% +$162K 2.41% 19
2022
Q4 		$7.02M Buy
+19,189
New +$6.8M 2.77% 15

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

Broadleaf Partners's LLY Position: Q2 2026 in Review

Broadleaf Partners increased its Eli Lilly (LLY) stake by 87% in Q2 2026, buying an estimated $8.12M and bringing the position to 17,036 shares worth $20.4M. The position accounts for 3.96% of the portfolio, ranked #6.

Broadleaf Partners first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. 4,631 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Broadleaf Partners held 17,036 shares of Eli Lilly worth $20.4M as of Q2 2026.
  • Broadleaf Partners bought 7,944 Eli Lilly shares in Q2 2026, an estimated $8.12M.
  • Eli Lilly made up 3.96% of Broadleaf Partners's portfolio in Q2 2026, its #6 holding.
  • Broadleaf Partners first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
  • 4,631 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Broadleaf Partners's 13F filing for Q2 2026, filed 13 Aug 2026.