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Castleview Partners’s Eli Lilly LLY Stock Holding History

Castleview 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 		$1.09M Buy
909
+214
+31% +$219K 0.48% 47
2026
Q1 		$639K Sell
695
-107
-13% -$108K 0.33% 69
2025
Q4 		$862K Sell
802
-6
-0.7% -$5.74K 0.43% 50
2025
Q3 		$617K Sell
808
-20
-2% -$14.9K 0.33% 61
2025
Q2 		$645K Buy
828
+78
+10% +$60.6K 0.41% 55
2025
Q1 		$619K Buy
750
+53
+8% +$44.1K 0.42% 62
2024
Q4 		$542K Buy
697
+301
+76% +$249K 0.29% 84
2024
Q3 		$351K Buy
396
+123
+45% +$111K 0.2% 121
2024
Q2 		$247K Sell
273
-107
-28% -$85.6K 0.14% 145
2024
Q1 		$296K Hold
380
– – 0.17% 137
2023
Q4 		$222K Buy
380
+192
+102% +$112K 0.16% 130
2023
Q3 		$101K Buy
188
+4
+2% +$2.06K 0.09% 177
2023
Q2 		$86.3K Hold
184
– – 0.08% 196
2023
Q1 		$63.2K Sell
184
-89
-33% -$30K 0.06% 239
2022
Q4 		$99.9K Hold
273
– – 0.1% 161
2022
Q3 		$88K Sell
273
-576
-68% -$182K 0.08% 180
2022
Q2 		$39.7K Buy
849
+649
+325% +$195K 0.03% 331
2022
Q1 		$57K Buy
+200
New +$51.5K 0.04% 331
2021
Q2 		$2K Buy
+10
New +$2.01K ﹤0.01% 862

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Castleview Partners's LLY Position: Q2 2026 in Review

Castleview Partners increased its Eli Lilly (LLY) stake by 31% in Q2 2026, buying an estimated $219K and bringing the position to 909 shares worth $1.09M. The position accounts for 0.48% of the portfolio, ranked #47.

Castleview Partners first reported a position in LLY in Q2 2021 and has held it in 19 quarters since. 1,734 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Castleview Partners held 909 shares of Eli Lilly worth $1.09M as of Q2 2026.
  • Castleview Partners bought 214 Eli Lilly shares in Q2 2026, an estimated $219K.
  • Eli Lilly made up 0.48% of Castleview Partners's portfolio in Q2 2026, its #47 holding.
  • Castleview Partners first reported a position in Eli Lilly in Q2 2021 and has held it in 19 quarters since.
  • 1,734 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.