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DCF Advisers’s Eli Lilly LLY Stock Holding History

DCF Advisers’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
2021
Q4 		– Sell
-2,500
Closed -$578K – 81
2021
Q3 		$578K Buy
+2,500
New +$617K 0.26% 60

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

DCF Advisers's LLY Position: Q2 2026 in Review

DCF Advisers reduced its Eli Lilly (LLY) stake by 67% in Q2 2026, selling an estimated $5.72M and leaving 2,700 shares worth $3.24M. The position accounts for 0.57% of the portfolio, ranked #33.

DCF Advisers first reported a position in LLY in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.92M in Q4 2025. 4,630 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • DCF Advisers held 2,700 shares of Eli Lilly worth $3.24M as of Q2 2026.
  • DCF Advisers sold 5,600 Eli Lilly shares in Q2 2026, an estimated $5.72M.
  • Eli Lilly made up 0.57% of DCF Advisers's portfolio in Q2 2026, its #33 holding.
  • DCF Advisers first reported a position in Eli Lilly in Q4 2020 and has held it in 23 quarters since.
  • DCF Advisers's Eli Lilly position peaked at $8.92M in Q4 2025.
  • 4,630 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on DCF Advisers's 13F filing for Q2 2026, filed 10 Aug 2026.