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Covestor’s Eli Lilly LLY Stock Holding History

Covestor’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 		$307K Sell
255
-252
-50% -$257K 0.18% 83
2026
Q1 		$468K Buy
507
+87
+21% +$88.2K 0.32% 50
2025
Q4 		$452K Buy
420
+9
+2% +$8.61K 0.24% 51
2025
Q3 		$314K Sell
411
-33
-7% -$24.6K 0.17% 73
2025
Q2 		$347K Buy
444
+18
+4% +$14K 0.2% 57
2025
Q1 		$352K Buy
426
+85
+25% +$70.7K 0.23% 35
2024
Q4 		$263K Sell
341
-201
-37% -$166K 0.16% 86
2024
Q3 		$481K Sell
542
-82
-13% -$73.7K 0.3% 28
2024
Q2 		$566K Buy
624
+328
+111% +$262K 0.37% 19
2024
Q1 		$230K Buy
296
+18
+6% +$12.8K 0.15% 118
2023
Q4 		$162K Sell
278
-94
-25% -$54.9K 0.11% 226
2023
Q3 		$200K Sell
372
-79
-18% -$40.7K 0.15% 109
2023
Q2 		$212K Buy
451
+103
+30% +$43.2K 0.16% 99
2023
Q1 		$119K Sell
348
-97
-22% -$32.7K 0.1% 288
2022
Q4 		$163K Sell
445
-45
-9% -$16K 0.13% 180
2022
Q3 		$159K Sell
490
-272
-36% -$86.2K 0.14% 140
2022
Q2 		$248K Buy
762
+3
+0.4% +$901 0.2% 76
2022
Q1 		$217K Buy
759
+322
+74% +$82.9K 0.14% 128
2021
Q4 		$121K Buy
+437
New +$111K 0.17% 95

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

Covestor's LLY Position: Q2 2026 in Review

Covestor reduced its Eli Lilly (LLY) stake by 50% in Q2 2026, selling an estimated $257K and leaving 255 shares worth $307K. The position accounts for 0.18% of the portfolio, ranked #83.

Covestor first reported a position in LLY in Q4 2021 and has held it in 19 quarters since. The position peaked at $566K in Q2 2024. 4,599 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Covestor held 255 shares of Eli Lilly worth $307K as of Q2 2026.
  • Covestor sold 252 Eli Lilly shares in Q2 2026, an estimated $257K.
  • Eli Lilly made up 0.18% of Covestor's portfolio in Q2 2026, its #83 holding.
  • Covestor first reported a position in Eli Lilly in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Eli Lilly position peaked at $566K in Q2 2024.
  • 4,599 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.