DBRC
LLY icon

D.B. Root & Company’s Eli Lilly LLY Stock Holding History

D.B. Root & Company’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 		$1.16M Buy
968
+122
+14% +$125K 0.25% 55
2026
Q1 		$778K Buy
846
+27
+3% +$27.4K 0.19% 81
2025
Q4 		$880K Buy
819
+201
+33% +$192K 0.21% 68
2025
Q3 		$472K Sell
618
-73
-11% -$54.3K 0.12% 113
2025
Q2 		$539K Buy
691
+297
+75% +$231K 0.16% 100
2025
Q1 		$325K Buy
394
+63
+19% +$52.4K 0.11% 127
2024
Q4 		$256K Sell
331
-71
-18% -$58.8K 0.08% 151
2024
Q3 		$356K Buy
402
+35
+10% +$31.5K 0.12% 123
2024
Q2 		$332K Buy
+367
New +$294K 0.11% 147

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

D.B. Root & Company's LLY Position: Q2 2026 in Review

D.B. Root & Company increased its Eli Lilly (LLY) stake by 14% in Q2 2026, buying an estimated $125K and bringing the position to 968 shares worth $1.16M. The position accounts for 0.25% of the portfolio, ranked #55.

D.B. Root & Company first reported a position in LLY in Q2 2024 and has held it in 9 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • D.B. Root & Company held 968 shares of Eli Lilly worth $1.16M as of Q2 2026.
  • D.B. Root & Company bought 122 Eli Lilly shares in Q2 2026, an estimated $125K.
  • Eli Lilly made up 0.25% of D.B. Root & Company's portfolio in Q2 2026, its #55 holding.
  • D.B. Root & Company first reported a position in Eli Lilly in Q2 2024 and has held it in 9 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.