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Carmel Capital Partners’s Eli Lilly LLY Stock Holding History

Carmel Capital 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 		$776K Sell
647
-10
-2% -$10.2K 0.26% 67
2026
Q1 		$604K Buy
657
+11
+2% +$11.2K 0.22% 78
2025
Q4 		$694K Buy
646
+302
+88% +$289K 0.24% 76
2025
Q3 		$262K Sell
344
-302
-47% -$225K 0.11% 94
2025
Q2 		$504K Sell
646
-3
-0.5% -$2.33K 0.18% 88
2025
Q1 		$536K Buy
649
+20
+3% +$16.6K 0.21% 85
2024
Q4 		$486K Buy
629
+20
+3% +$16.6K 0.2% 83
2024
Q3 		$540K Sell
609
-4
-0.7% -$3.6K 0.21% 81
2024
Q2 		$555K Buy
613
+4
+0.7% +$3.2K 0.23% 73
2024
Q1 		$474K Sell
609
-101
-14% -$71.9K 0.2% 76
2023
Q4 		$414K Sell
710
-245
-26% -$143K 0.21% 82
2023
Q3 		$513K Buy
955
+352
+58% +$181K 0.23% 75
2023
Q2 		$283K Buy
603
+4
+0.7% +$1.68K 0.15% 96
2023
Q1 		$206K Hold
599
– – 0.12% 124
2022
Q4 		$219K Buy
+599
New +$212K 0.15% 120

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

Carmel Capital Partners's LLY Position: Q2 2026 in Review

Carmel Capital Partners reduced its Eli Lilly (LLY) stake by 1.5% in Q2 2026, selling an estimated $10.2K and leaving 647 shares worth $776K. The position accounts for 0.26% of the portfolio, ranked #67.

Carmel Capital Partners first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. 4,626 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Carmel Capital Partners held 647 shares of Eli Lilly worth $776K as of Q2 2026.
  • Carmel Capital Partners sold 10 Eli Lilly shares in Q2 2026, an estimated $10.2K.
  • Eli Lilly made up 0.26% of Carmel Capital Partners's portfolio in Q2 2026, its #67 holding.
  • Carmel Capital Partners first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
  • 4,626 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Carmel Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.