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Capital Group Investment Management’s Eli Lilly LLY Stock Holding History

Capital Group Investment 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 		$18.9M Buy
15,758
+306
+2% +$313K 2.85% 7
2026
Q1 		$14.2M Sell
15,452
-698
-4% -$708K 2.43% 7
2025
Q4 		$17.4M Buy
16,150
+1,089
+7% +$1.04M 2.82% 6
2025
Q3 		$11.5M Sell
15,061
-519
-3% -$386K 1.93% 9
2025
Q2 		$12.1M Sell
15,580
-62
-0.4% -$48.2K 2.16% 8
2025
Q1 		$12.9M Buy
15,642
+804
+5% +$669K 2.64% 7
2024
Q4 		$11.5M Buy
14,838
+419
+3% +$347K 2.18% 8
2024
Q3 		$12.8M Sell
14,419
-209
-1% -$188K 2.57% 6
2024
Q2 		$13.2M Sell
14,628
-796
-5% -$637K 2.86% 5
2024
Q1 		$12M Sell
15,424
-6,166
-29% -$4.39M 2.15% 4
2023
Q4 		$12.6M Sell
21,590
-361
-2% -$211K 1.32% 13
2023
Q3 		$11.8M Sell
21,951
-49
-0.2% -$25.2K 0.77% 49
2023
Q2 		$10.3M Sell
22,000
-855
-4% -$359K 0.51% 76
2023
Q1 		$7.85M Sell
22,855
-4,351
-16% -$1.47M 0.42% 78
2022
Q4 		$9.95M Buy
+27,206
New +$9.65M 0.38% 84

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

Capital Group Investment Management's LLY Position: Q2 2026 in Review

Capital Group Investment Management increased its Eli Lilly (LLY) stake by 2% in Q2 2026, buying an estimated $313K and bringing the position to 15,758 shares worth $18.9M. The position accounts for 2.85% of the portfolio, ranked #7.

Capital Group Investment Management first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. 4,637 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Capital Group Investment Management held 15,758 shares of Eli Lilly worth $18.9M as of Q2 2026.
  • Capital Group Investment Management bought 306 Eli Lilly shares in Q2 2026, an estimated $313K.
  • Eli Lilly made up 2.85% of Capital Group Investment Management's portfolio in Q2 2026, its #7 holding.
  • Capital Group Investment Management first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
  • 4,637 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Capital Group Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.