Empirical Asset Management’s Eli Lilly LLY Stock Holding History

Empirical Asset 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	$5.59M	Buy	4,661 +1,252	+37%	+$1.28M	1.26%	7
2026 Q1	$3.14M	Buy	3,409 +20	+0.6%	+$20.3K	0.83%	15
2025 Q4	$3.64M	Sell	3,389 -83	-2%	-$79.4K	1.03%	15
2025 Q3	$2.65M	Buy	3,472 +1,959	+129%	+$1.46M	0.74%	20
2025 Q2	$1.18M	Sell	1,513 -2	-0.1%	-$1.55K	0.36%	74
2025 Q1	$1.25M	Sell	1,515 -280	-16%	-$233K	0.43%	55
2024 Q4	$1.39M	Buy	1,795 +202	+13%	+$167K	0.46%	53
2024 Q3	$1.41M	Sell	1,593 -48,419	-97%	-$43.5M	0.5%	48
2024 Q2	$1.32M	Buy	50,012 +48,255	+2,746%	+$38.6M	0.49%	42
2024 Q1	$364K	Buy	1,757 +1,292	+278%	+$919K	0.18%	168
2023 Q4	$271K	Sell	465 -181	-28%	-$106K	0.22%	147
2023 Q3	$347K	Buy	646 +1	+0.2%	+$515	0.3%	114
2023 Q2	$302K	Buy	+645	New	+$270K	0.27%	115
2022 Q1	–	Sell	-878	Closed	-$243K	–	172
2021 Q4	$243K	Buy	+878	New	+$223K	0.23%	133

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Empirical Asset Management's LLY Position: Q2 2026 in Review

Empirical Asset Management increased its Eli Lilly (LLY) stake by 37% in Q2 2026, buying an estimated $1.28M and bringing the position to 4,661 shares worth $5.59M. The position accounts for 1.26% of the portfolio, ranked #7.

Empirical Asset Management first reported a position in LLY in Q4 2021 and has held it in 14 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Empirical Asset Management held 4,661 shares of Eli Lilly worth $5.59M as of Q2 2026.
Empirical Asset Management bought 1,252 Eli Lilly shares in Q2 2026, an estimated $1.28M.
Eli Lilly made up 1.26% of Empirical Asset Management's portfolio in Q2 2026, its #7 holding.
Empirical Asset Management first reported a position in Eli Lilly in Q4 2021 and has held it in 14 quarters since.
4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.