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Eagle Global Advisors’s Eli Lilly LLY Stock Holding History

Eagle Global Advisors’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 		$21.5M Buy
+17,945
New +$18.3M 0.71% 36
2024
Q2 		– Sell
-599
Closed -$466K – 243
2024
Q1 		$466K Buy
599
+124
+26% +$88.2K 0.03% 180
2023
Q4 		$277K Sell
475
-17
-3% -$9.92K 0.02% 203
2023
Q3 		$264K Sell
492
-10
-2% -$5.15K 0.02% 198
2023
Q2 		$235K Buy
+502
New +$211K 0.02% 207
2017
Q3 		– Sell
-3,012
Closed -$248K – 312
2017
Q2 		$248K Buy
+3,012
New +$246K 0.01% 329

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

Eagle Global Advisors's LLY Position: Q2 2026 in Review

Eagle Global Advisors opened a new position in Eli Lilly (LLY) in Q2 2026: 17,945 shares worth $21.5M. The stake represents 0.71% of the portfolio and ranks #36 among its holdings. This is a return to the name: Eagle Global Advisors previously reported a position in LLY as recently as Q1 2024.

Eagle Global Advisors first reported a position in LLY in Q2 2017 and has held it in 6 quarters since. 4,626 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Eagle Global Advisors held 17,945 shares of Eli Lilly worth $21.5M as of Q2 2026.
  • Eli Lilly was a new Eagle Global Advisors position in Q2 2026.
  • Eli Lilly made up 0.71% of Eagle Global Advisors's portfolio in Q2 2026, its #36 holding.
  • Eagle Global Advisors first reported a position in Eli Lilly in Q2 2017 and has held it in 6 quarters since.
  • 4,626 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Eagle Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.