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Everest Management Corp’s Eli Lilly LLY Stock Holding History

Everest Management Corp’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 		$613K Sell
511
-165
-24% -$169K 0.23% 45
2026
Q1 		$622K Buy
676
+251
+59% +$254K 0.32% 41
2025
Q4 		$457K Sell
425
-1
-0.2% -$956 0.25% 43
2025
Q3 		$325K Sell
426
-4
-0.9% -$2.98K 0.21% 46
2025
Q2 		$335K Buy
430
+4
+0.9% +$3.11K 0.24% 47
2025
Q1 		$352K Buy
426
+48
+13% +$39.9K 0.32% 35
2024
Q4 		$292K Buy
+378
New +$313K 0.26% 37

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

Everest Management Corp's LLY Position: Q2 2026 in Review

Everest Management Corp reduced its Eli Lilly (LLY) stake by 24% in Q2 2026, selling an estimated $169K and leaving 511 shares worth $613K. The position accounts for 0.23% of the portfolio, ranked #45.

Everest Management Corp first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $622K in Q1 2026. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Everest Management Corp held 511 shares of Eli Lilly worth $613K as of Q2 2026.
  • Everest Management Corp sold 165 Eli Lilly shares in Q2 2026, an estimated $169K.
  • Eli Lilly made up 0.23% of Everest Management Corp's portfolio in Q2 2026, its #45 holding.
  • Everest Management Corp first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • Everest Management Corp's Eli Lilly position peaked at $622K in Q1 2026.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Everest Management Corp's 13F filing for Q2 2026, filed 7 Aug 2026.