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Coastwise Capital Group’s Eli Lilly LLY Stock Holding History

Coastwise Capital Group’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 		$370K Buy
+308
New +$315K 0.21% 91
2026
Q1 		– Sell
-256
Closed -$275K – 131
2025
Q4 		$275K Buy
+256
New +$245K 0.14% 126

Other funds holding LLY

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
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
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Coastwise Capital Group's LLY Position: Q2 2026 in Review

Coastwise Capital Group opened a new position in Eli Lilly (LLY) in Q2 2026: 308 shares worth $370K. The stake represents 0.21% of the portfolio and ranks #91 among its holdings. This is a return to the name: Coastwise Capital Group previously reported a position in LLY as recently as Q4 2025.

Coastwise Capital Group first reported a position in LLY in Q4 2025 and has held it in 2 quarters since. 1,102 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Coastwise Capital Group held 308 shares of Eli Lilly worth $370K as of Q2 2026.
  • Eli Lilly was a new Coastwise Capital Group position in Q2 2026.
  • Eli Lilly made up 0.21% of Coastwise Capital Group's portfolio in Q2 2026, its #91 holding.
  • Coastwise Capital Group first reported a position in Eli Lilly in Q4 2025 and has held it in 2 quarters since.
  • 1,102 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.