Ethos Capital Management’s Eli Lilly LLY Stock Holding History

Ethos Capital 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	$2.05M	Buy	+1,710	New	+$1.75M	1.46%	23

Other funds holding LLY

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ethos Capital Management's LLY Position: Q2 2026 in Review

Ethos Capital Management opened a new position in Eli Lilly (LLY) in Q2 2026: 1,710 shares worth $2.05M. The stake represents 1.46% of the portfolio and ranks #23 among its holdings.

2,686 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Ethos Capital Management held 1,710 shares of Eli Lilly worth $2.05M as of Q2 2026.
Eli Lilly was a new Ethos Capital Management position in Q2 2026.
Eli Lilly made up 1.46% of Ethos Capital Management's portfolio in Q2 2026, its #23 holding.
2,686 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Ethos Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.