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Edgemoor Investment Advisors’s Eli Lilly LLY Stock Holding History

Edgemoor Investment 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 		$13.2M Buy
11,032
+10,019
+989% +$10.2M 0.9% 31
2026
Q1 		$932K Hold
1,013
– – 0.07% 99
2025
Q4 		$1.09M Sell
1,013
-1,315
-56% -$1.26M 0.08% 93
2025
Q3 		$1.78M Buy
2,328
+1,290
+124% +$960K 0.14% 82
2025
Q2 		$810K Sell
1,038
-109
-10% -$84.7K 0.07% 101
2025
Q1 		$948K Sell
1,147
-76
-6% -$63.2K 0.09% 98
2024
Q4 		$944K Buy
1,223
+9
+0.7% +$7.45K 0.08% 96
2024
Q3 		$1.08M Buy
1,214
+5
+0.4% +$4.5K 0.09% 93
2024
Q2 		$1.09M Hold
1,209
– – 0.1% 86
2024
Q1 		$941K Buy
1,209
+16
+1% +$11.4K 0.09% 90
2023
Q4 		$696K Sell
1,193
-135
-10% -$78.8K 0.07% 97
2023
Q3 		$713K Hold
1,328
– – 0.08% 96
2023
Q2 		$623K Hold
1,328
– – 0.07% 99
2023
Q1 		$456K Sell
1,328
-718
-35% -$242K 0.06% 110
2022
Q4 		$749K Buy
2,046
+550
+37% +$195K 0.09% 95
2022
Q3 		$484K Buy
1,496
+77
+5% +$24.4K 0.06% 104
2022
Q2 		$460K Buy
1,419
+8
+0.6% +$2.4K 0.06% 111
2022
Q1 		$404K Buy
1,411
+289
+26% +$74.4K 0.04% 119
2021
Q4 		$310K Sell
1,122
-6
-0.5% -$1.52K 0.03% 122
2021
Q3 		$261K Hold
1,128
– – 0.03% 117
2021
Q2 		$259K Hold
1,128
– – 0.02% 124
2021
Q1 		$211K Buy
+1,128
New +$221K 0.02% 131
2016
Q1 		– Sell
-2,590
Closed -$218K – 132
2015
Q4 		$218K Hold
2,590
– – 0.03% 129
2015
Q3 		$217K Hold
2,590
– – 0.03% 134
2015
Q2 		$216K Buy
+2,590
New +$197K 0.03% 134
2015
Q1 		– Sell
-3,450
Closed -$238K – 139
2014
Q4 		$238K Hold
3,450
– – 0.03% 127
2014
Q3 		$224K Hold
3,450
– – 0.03% 128
2014
Q2 		$214K Buy
+3,450
New +$206K 0.03% 130

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

Edgemoor Investment Advisors's LLY Position: Q2 2026 in Review

Edgemoor Investment Advisors increased its Eli Lilly (LLY) stake by 989% in Q2 2026, buying an estimated $10.2M and bringing the position to 11,032 shares worth $13.2M. The position accounts for 0.9% of the portfolio, ranked #31.

Edgemoor Investment Advisors first reported a position in LLY in Q2 2014 and has held it in 28 quarters since. 4,626 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Edgemoor Investment Advisors held 11,032 shares of Eli Lilly worth $13.2M as of Q2 2026.
  • Edgemoor Investment Advisors bought 10,019 Eli Lilly shares in Q2 2026, an estimated $10.2M.
  • Eli Lilly made up 0.9% of Edgemoor Investment Advisors's portfolio in Q2 2026, its #31 holding.
  • Edgemoor Investment Advisors first reported a position in Eli Lilly in Q2 2014 and has held it in 28 quarters since.
  • 4,626 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.