Edgewood Management
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Edgewood Management’s Eli Lilly LLY Stock Holding History

Edgewood Management’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 		$466M Sell
388,627
-304,830
-44% -$311M 4.81% 9
2026
Q1 		$638M Sell
693,457
-562,232
-45% -$570M 4.12% 12
2025
Q4 		$1.35B Sell
1,255,689
-923,739
-42% -$883M 6.43% 4
2025
Q3 		$1.66B Buy
2,179,428
+196,611
+10% +$146M 5.89% 7
2025
Q2 		$1.55B Sell
1,982,817
-102,196
-5% -$79.4M 4.91% 7
2025
Q1 		$1.72B Sell
2,085,013
-462,969
-18% -$385M 5.99% 5
2024
Q4 		$1.97B Buy
2,547,982
+292,150
+13% +$242M 5.65% 5
2024
Q3 		$2B Sell
2,255,832
-17,858
-0.8% -$16.1M 5.39% 7
2024
Q2 		$2.06B Sell
2,273,690
-50,697
-2% -$40.6M 5.58% 5
2024
Q1 		$1.81B Buy
2,324,387
+70,395
+3% +$50.1M 4.86% 8
2023
Q4 		$1.31B Buy
2,253,992
+255,660
+13% +$149M 3.79% 16
2023
Q3 		$1.07B Sell
1,998,332
-66,152
-3% -$34.1M 3.51% 17
2023
Q2 		$968M Sell
2,064,484
-56,906
-3% -$23.9M 2.94% 21
2023
Q1 		$729M Buy
+2,121,390
New +$715M 2.33% 21
2015
Q1 		– Sell
-3,000
Closed -$207K – 80
2014
Q4 		$207K Buy
+3,000
New +$202K ﹤0.01% 74
2014
Q2 		– Sell
-3,400
Closed -$200K – 81
2014
Q1 		$200K Buy
+3,400
New +$190K ﹤0.01% 81
2013
Q4 		– Sell
-4,900
Closed -$247K – 87
2013
Q3 		$247K Sell
4,900
-100
-2% -$5.24K ﹤0.01% 77
2013
Q2 		$246K Buy
+5,000
New +$272K ﹤0.01% 76

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

Edgewood Management's LLY Position: Q2 2026 in Review

Edgewood Management reduced its Eli Lilly (LLY) stake by 44% in Q2 2026, selling an estimated $311M and leaving 388,627 shares worth $466M. The position accounts for 4.81% of the portfolio, ranked #9.

Edgewood Management first reported a position in LLY in Q2 2013 and has held it in 18 quarters since. The position peaked at $2.06B in Q2 2024. 4,630 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Edgewood Management held 388,627 shares of Eli Lilly worth $466M as of Q2 2026.
  • Edgewood Management sold 304,830 Eli Lilly shares in Q2 2026, an estimated $311M.
  • Eli Lilly made up 4.81% of Edgewood Management's portfolio in Q2 2026, its #9 holding.
  • Edgewood Management first reported a position in Eli Lilly in Q2 2013 and has held it in 18 quarters since.
  • Edgewood Management's Eli Lilly position peaked at $2.06B in Q2 2024.
  • 4,630 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Edgewood Management's 13F filing for Q2 2026, filed 13 Aug 2026.