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Disciplined Investors’s Eli Lilly LLY Stock Holding History

Disciplined Investors’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 		$663K Sell
553
-6
-1% -$6.13K 0.33% 65
2026
Q1 		$514K Sell
559
-16
-3% -$16.2K 0.31% 69
2025
Q4 		$617K Buy
575
+23
+4% +$22K 0.41% 59
2025
Q3 		$421K Buy
552
+213
+63% +$159K 0.3% 67
2025
Q2 		$264K Buy
339
+46
+16% +$35.7K 0.21% 96
2025
Q1 		$242K Buy
293
+34
+13% +$28.3K 0.22% 97
2024
Q4 		$207K Buy
+259
New +$214K 0.2% 102

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

Disciplined Investors's LLY Position: Q2 2026 in Review

Disciplined Investors reduced its Eli Lilly (LLY) stake by 1.1% in Q2 2026, selling an estimated $6.13K and leaving 553 shares worth $663K. The position accounts for 0.33% of the portfolio, ranked #65.

Disciplined Investors first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. 4,630 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Disciplined Investors held 553 shares of Eli Lilly worth $663K as of Q2 2026.
  • Disciplined Investors sold 6 Eli Lilly shares in Q2 2026, an estimated $6.13K.
  • Eli Lilly made up 0.33% of Disciplined Investors's portfolio in Q2 2026, its #65 holding.
  • Disciplined Investors first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • 4,630 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Disciplined Investors's 13F filing for Q2 2026, filed 11 Aug 2026.