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De Burlo Group’s Eli Lilly LLY Stock Holding History

De Burlo 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 		$31.9M Buy
26,613
+95
+0.4% +$97.1K 5.84% 4
2026
Q1 		$24.4M Sell
26,518
-16,260
-38% -$16.5M 5.53% 3
2025
Q4 		$46M Sell
42,778
-10
-0% -$9.56K 5.58% 1
2025
Q3 		$32.6M Buy
42,788
+14,260
+50% +$10.6M 3.93% 9
2025
Q2 		$22.2M Sell
28,528
-3,660
-11% -$2.84M 2.93% 12
2025
Q1 		$26.6M Buy
32,188
+8,250
+34% +$6.86M 3.92% 7
2024
Q4 		$18.5M Sell
23,938
-16,863
-41% -$14M 2.47% 17
2024
Q3 		$36.1M Sell
40,801
-4,240
-9% -$3.81M 4.45% 7
2024
Q2 		$40.8M Sell
45,041
-870
-2% -$696K 5.48% 4
2024
Q1 		$35.7M Sell
45,911
-7,513
-14% -$5.35M 4.74% 4
2023
Q4 		$28.7M Hold
53,424
– – 4.99% 2
2023
Q3 		$28.7M Sell
53,424
-147
-0.3% -$75.7K 4.99% 2
2023
Q2 		$25.1M Buy
53,571
+43,391
+426% +$18.2M 4.18% 4
2023
Q1 		$3.5M Sell
10,180
-44,650
-81% -$15.1M 0.68% 41
2022
Q4 		$20.1M Buy
54,830
+11,256
+26% +$3.99M 4.48% 4
2022
Q3 		$14.1M Buy
43,574
+40,619
+1,375% +$12.9M 3.35% 10
2022
Q2 		$958K Sell
2,955
-3,489
-54% -$1.05M 0.27% 31
2022
Q1 		$1.85M Sell
6,444
-450
-7% -$116K 0.34% 48
2021
Q4 		$1.9M Hold
6,894
– – 0.28% 59
2021
Q3 		$1.59M Hold
6,894
– – 0.26% 61
2021
Q2 		$1.58M Buy
6,894
+300
+5% +$60.3K 0.25% 56
2021
Q1 		$1.23M Hold
6,594
– – 0.22% 59
2020
Q4 		$1.11M Buy
6,594
+5,080
+336% +$758K 0.18% 58
2020
Q3 		$224K Buy
+1,514
New +$234K 0.04% 80
2020
Q1 		– Sell
-1,614
Closed -$212K – 75
2019
Q4 		$212K Buy
+1,614
New +$187K 0.04% 80
2019
Q2 		– Sell
-68,414
Closed -$8.88M – 90
2019
Q1 		$8.88M Sell
68,414
-44,400
-39% -$5.4M 1.79% 26
2018
Q4 		$13.1M Buy
112,814
+34,900
+45% +$3.9M 2.93% 7
2018
Q3 		$8.36M Buy
+77,914
New +$7.79M 1.57% 18

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

De Burlo Group's LLY Position: Q2 2026 in Review

De Burlo Group increased its Eli Lilly (LLY) stake by 0.36% in Q2 2026, buying an estimated $97.1K and bringing the position to 26,613 shares worth $31.9M. The position accounts for 5.84% of the portfolio, ranked #4.

De Burlo Group first reported a position in LLY in Q3 2018 and has held it in 28 quarters since. The position peaked at $46M in Q4 2025. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • De Burlo Group held 26,613 shares of Eli Lilly worth $31.9M as of Q2 2026.
  • De Burlo Group bought 95 Eli Lilly shares in Q2 2026, an estimated $97.1K.
  • Eli Lilly made up 5.84% of De Burlo Group's portfolio in Q2 2026, its #4 holding.
  • De Burlo Group first reported a position in Eli Lilly in Q3 2018 and has held it in 28 quarters since.
  • De Burlo Group's Eli Lilly position peaked at $46M in Q4 2025.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on De Burlo Group's 13F filing for Q2 2026, filed 13 Aug 2026.