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Bruce & Co’s Eli Lilly LLY Stock Holding History

Bruce & Co’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 		$2.4M Hold
2,000
– – 0.65% 29
2026
Q1 		$1.84M Hold
2,000
– – 0.53% 28
2025
Q4 		$2.15M Hold
2,000
– – 0.67% 27
2025
Q3 		$1.53M Hold
2,000
– – 0.47% 28
2025
Q2 		$1.56M Hold
2,000
– – 0.51% 27
2025
Q1 		$1.65M Hold
2,000
– – 0.53% 25
2024
Q4 		$1.54M Buy
+2,000
New +$1.66M 0.5% 25

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

Bruce & Co's LLY Position: Q2 2026 in Review

Bruce & Co held its Eli Lilly (LLY) position steady in Q2 2026 at 2,000 shares worth $2.4M. The position accounts for 0.65% of the portfolio, ranked #29.

Bruce & Co first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Bruce & Co held 2,000 shares of Eli Lilly worth $2.4M as of Q2 2026.
  • Bruce & Co left its Eli Lilly share count unchanged in Q2 2026.
  • Eli Lilly made up 0.65% of Bruce & Co's portfolio in Q2 2026, its #29 holding.
  • Bruce & Co first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Bruce & Co's 13F filing for Q2 2026, filed 14 Aug 2026.