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Coastal Bridge Advisors’s Eli Lilly LLY Stock Holding History

Coastal Bridge Advisors’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 		$2.96M Buy
2,467
+141
+6% +$144K 0.18% 125
2026
Q1 		$2.14M Buy
2,326
+95
+4% +$96.3K 0.15% 152
2025
Q4 		$2.4M Sell
2,231
-9
-0.4% -$8.61K 0.18% 134
2025
Q3 		$1.71M Sell
2,240
-124
-5% -$92.3K 0.13% 162
2025
Q2 		$1.84M Buy
2,364
+200
+9% +$155K 0.15% 146
2025
Q1 		$1.79M Buy
2,164
+1,504
+228% +$1.25M 0.16% 131
2024
Q4 		$510K Buy
660
+116
+21% +$96K 0.13% 96
2024
Q3 		$482K Sell
544
-322
-37% -$289K 0.12% 97
2024
Q2 		$784K Buy
866
+8
+0.9% +$6.4K 0.19% 73
2024
Q1 		$667K Buy
858
+100
+13% +$71.2K 0.15% 83
2023
Q4 		$442K Buy
758
+9
+1% +$5.25K 0.11% 104
2023
Q3 		$402K Hold
749
– – 0.11% 104
2023
Q2 		$351K Hold
749
– – 0.09% 106
2023
Q1 		$257K Sell
749
-221
-23% -$74.5K 0.07% 125
2022
Q4 		$355K Hold
970
– – 0.1% 106
2022
Q3 		$314K Sell
970
-125
-11% -$39.6K 0.08% 116
2022
Q2 		$355K Buy
1,095
+125
+13% +$37.5K 0.11% 99
2022
Q1 		$278K Buy
970
+222
+30% +$57.1K 0.06% 122
2021
Q4 		$207K Buy
+748
New +$190K 0.04% 181

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 $3.38T AUM 44.17% 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

Coastal Bridge Advisors's LLY Position: Q2 2026 in Review

Coastal Bridge Advisors increased its Eli Lilly (LLY) stake by 6.1% in Q2 2026, buying an estimated $144K and bringing the position to 2,467 shares worth $2.96M. The position accounts for 0.18% of the portfolio, ranked #125.

Coastal Bridge Advisors first reported a position in LLY in Q4 2021 and has held it in 19 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Coastal Bridge Advisors held 2,467 shares of Eli Lilly worth $2.96M as of Q2 2026.
  • Coastal Bridge Advisors bought 141 Eli Lilly shares in Q2 2026, an estimated $144K.
  • Eli Lilly made up 0.18% of Coastal Bridge Advisors's portfolio in Q2 2026, its #125 holding.
  • Coastal Bridge Advisors first reported a position in Eli Lilly in Q4 2021 and has held it in 19 quarters since.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.