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EdgeRock Capital’s Eli Lilly LLY Stock Holding History

EdgeRock Capital’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 		$1.43M Buy
1,189
+199
+20% +$203K 0.32% 39
2026
Q1 		$912K Buy
990
+54
+6% +$54.7K 0.25% 40
2025
Q4 		$1.01M Buy
936
+90
+11% +$86.1K 0.27% 39
2025
Q3 		$646K Sell
846
-71
-8% -$52.8K 0.18% 57
2025
Q2 		$714K Buy
+917
New +$713K 0.23% 49
2023
Q4 		– Sell
-407
Closed -$219K – 342
2023
Q3 		$219K Buy
+407
New +$210K 0.13% 57
2022
Q4 		– Sell
-179
Closed -$58K – 242
2022
Q3 		$58K Buy
+179
New +$56.7K 0.03% 96

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

EdgeRock Capital's LLY Position: Q2 2026 in Review

EdgeRock Capital increased its Eli Lilly (LLY) stake by 20% in Q2 2026, buying an estimated $203K and bringing the position to 1,189 shares worth $1.43M. The position accounts for 0.32% of the portfolio, ranked #39.

EdgeRock Capital first reported a position in LLY in Q3 2022 and has held it in 7 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • EdgeRock Capital held 1,189 shares of Eli Lilly worth $1.43M as of Q2 2026.
  • EdgeRock Capital bought 199 Eli Lilly shares in Q2 2026, an estimated $203K.
  • Eli Lilly made up 0.32% of EdgeRock Capital's portfolio in Q2 2026, its #39 holding.
  • EdgeRock Capital first reported a position in Eli Lilly in Q3 2022 and has held it in 7 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on EdgeRock Capital's 13F filing for Q2 2026, filed 24 Jul 2026.