Byrne Asset Management’s Eli Lilly LLY Stock Holding History

Byrne Asset 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	$620K	Buy	517 +77	+18%	+$78.7K	0.34%	72
2026 Q1	$405K	Sell	440 -17	-4%	-$17.2K	0.24%	81
2025 Q4	$491K	Buy	+457	New	+$437K	0.27%	80
2025 Q3	–	Sell	-401	Closed	-$298K	–	96
2025 Q2	$313K	Buy	+401	New	+$312K	0.21%	84
2025 Q1	–	Sell	-434	Closed	-$361K	–	80
2024 Q4	$335K	Sell	434 -5	-1%	-$4.14K	0.24%	78
2024 Q3	$389K	Sell	439 -27	-6%	-$24.3K	0.27%	79
2024 Q2	$424K	Sell	466 -6	-1%	-$4.8K	0.3%	75
2024 Q1	$367K	Sell	472 -64	-12%	-$45.5K	0.25%	86
2023 Q4	$312K	Sell	536 -5	-0.9%	-$2.92K	0.24%	89
2023 Q3	$291K	Buy	541 +192	+55%	+$98.9K	0.24%	85
2023 Q2	$164K	Hold	349	–	–	0.11%	156
2023 Q1	$120K	Buy	349 +19	+6%	+$6.41K	0.09%	163
2022 Q4	$121K	Sell	330 -10	-3%	-$3.55K	0.09%	163
2022 Q3	$110K	Buy	340 +169	+99%	+$53.5K	0.08%	151
2022 Q2	$55K	Sell	171 -64	-27%	-$19.2K	0.04%	182
2022 Q1	$67K	Buy	235 +10	+4%	+$2.57K	0.04%	196
2021 Q4	$62K	Buy	+225	New	+$57K	0.04%	202

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Byrne Asset Management's LLY Position: Q2 2026 in Review

Byrne Asset Management increased its Eli Lilly (LLY) stake by 18% in Q2 2026, buying an estimated $78.7K and bringing the position to 517 shares worth $620K. The position accounts for 0.34% of the portfolio, ranked #72.

Byrne Asset Management first reported a position in LLY in Q4 2021 and has held it in 17 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Byrne Asset Management held 517 shares of Eli Lilly worth $620K as of Q2 2026.
Byrne Asset Management bought 77 Eli Lilly shares in Q2 2026, an estimated $78.7K.
Eli Lilly made up 0.34% of Byrne Asset Management's portfolio in Q2 2026, its #72 holding.
Byrne Asset Management first reported a position in Eli Lilly in Q4 2021 and has held it in 17 quarters since.
4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.