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Chase Investment Counsel’s Eli Lilly LLY Stock Holding History

Chase Investment Counsel’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 		$1.99M Buy
1,660
+1,353
+441% +$1.38M 0.42% 48
2026
Q1 		$281K Buy
+307
New +$311K 0.07% 128
2024
Q3 		– Sell
-1,264
Closed -$1.14M – 133
2024
Q2 		$1.14M Sell
1,264
-2
-0.2% -$1.6K 0.41% 59
2024
Q1 		$984K Buy
+1,266
New +$901K 0.37% 72

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

Chase Investment Counsel's LLY Position: Q2 2026 in Review

Chase Investment Counsel increased its Eli Lilly (LLY) stake by 441% in Q2 2026, buying an estimated $1.38M and bringing the position to 1,660 shares worth $1.99M. The position accounts for 0.42% of the portfolio, ranked #48.

Chase Investment Counsel first reported a position in LLY in Q1 2024 and has held it in 4 quarters since. 4,602 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Chase Investment Counsel held 1,660 shares of Eli Lilly worth $1.99M as of Q2 2026.
  • Chase Investment Counsel bought 1,353 Eli Lilly shares in Q2 2026, an estimated $1.38M.
  • Eli Lilly made up 0.42% of Chase Investment Counsel's portfolio in Q2 2026, its #48 holding.
  • Chase Investment Counsel first reported a position in Eli Lilly in Q1 2024 and has held it in 4 quarters since.
  • 4,602 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Chase Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.