Evergreen Capital Management’s Eli Lilly LLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $14.6M | Sell |
12,152
-3,868
| -24% | -$3.95M | 0.26% | 87 |
|
|
2026
Q1 | $14.7M | Buy |
16,020
+3,810
| +31% | +$3.86M | 0.32% | 73 |
|
|
2025
Q4 | $13.1M | Buy |
12,210
+1,543
| +14% | +$1.48M | 0.29% | 82 |
|
|
2025
Q3 | $8.14M | Buy |
10,667
+1,704
| +19% | +$1.27M | 0.19% | 130 |
|
|
2025
Q2 | $6.99M | Sell |
8,963
-247
| -3% | -$192K | 0.21% | 129 |
|
|
2025
Q1 | $7.61M | Sell |
9,210
-1,078
| -10% | -$897K | 0.26% | 116 |
|
|
2024
Q4 | $7.94M | Sell |
10,288
-968
| -9% | -$802K | 0.26% | 110 |
|
|
2024
Q3 | $9.97M | Buy |
11,256
+1,063
| +10% | +$956K | 0.33% | 80 |
|
|
2024
Q2 | $9.23M | Buy |
10,193
+263
| +3% | +$210K | 0.33% | 83 |
|
|
2024
Q1 | $7.73M | Sell |
9,930
-1,000
| -9% | -$712K | 0.29% | 97 |
|
|
2023
Q4 | $6.37M | Buy |
10,930
+385
| +4% | +$225K | 0.26% | 113 |
|
|
2023
Q3 | $5.66M | Sell |
10,545
-236
| -2% | -$122K | 0.25% | 123 |
|
|
2023
Q2 | $5.06M | Buy |
10,781
+776
| +8% | +$325K | 0.21% | 136 |
|
|
2023
Q1 | $3.44M | Buy |
10,005
+506
| +5% | +$171K | 0.15% | 160 |
|
|
2022
Q4 | $3.48M | Buy |
9,499
+475
| +5% | +$168K | 0.16% | 153 |
|
|
2022
Q3 | $2.92M | Buy |
9,024
+627
| +7% | +$199K | 0.15% | 167 |
|
|
2022
Q2 | $2.72M | Sell |
8,397
-2,711
| -24% | -$814K | 0.14% | 178 |
|
|
2022
Q1 | $3.18M | Sell |
11,108
-115
| -1% | -$29.6K | 0.13% | 188 |
|
|
2021
Q4 | $3.1M | Buy |
11,223
+143
| +1% | +$36.3K | 0.12% | 192 |
|
|
2021
Q3 | $2.56M | Buy |
11,080
+2,831
| +34% | +$699K | 0.12% | 192 |
|
|
2021
Q2 | $1.89M | Buy |
8,249
+201
| +2% | +$40.4K | 0.09% | 210 |
|
|
2021
Q1 | $1.5M | Buy |
8,048
+2,632
| +49% | +$515K | 0.08% | 218 |
|
|
2020
Q4 | $914K | Buy |
5,416
+981
| +22% | +$146K | 0.05% | 231 |
|
|
2020
Q3 | $656K | Buy |
4,435
+33
| +0.7% | +$5.11K | 0.05% | 236 |
|
|
2020
Q2 | $723K | Buy |
4,402
+243
| +6% | +$37.3K | 0.05% | 214 |
|
|
2020
Q1 | $577K | Buy |
4,159
+291
| +8% | +$40K | 0.05% | 208 |
|
|
2019
Q4 | $508K | Buy |
3,868
+210
| +6% | +$24.3K | 0.04% | 251 |
|
|
2019
Q3 | $409K | Sell |
3,658
-120
| -3% | -$13.4K | 0.04% | 254 |
|
|
2019
Q2 | $419K | Sell |
3,778
-658
| -15% | -$77.5K | 0.04% | 248 |
|
|
2019
Q1 | $576K | Buy |
4,436
+1,863
| +72% | +$227K | 0.06% | 195 |
|
|
2018
Q4 | $298K | Sell |
2,573
-71
| -3% | -$7.93K | 0.03% | 272 |
|
|
2018
Q3 | $284K | Buy |
2,644
+131
| +5% | +$13.1K | 0.03% | 301 |
|
|
2018
Q2 | $214K | Buy |
+2,513
| New | +$206K | 0.02% | 328 |
|
Other funds holding LLY
SC
ONB
GIM
Evergreen Capital Management's LLY Position: Q2 2026 in Review
Evergreen Capital Management reduced its Eli Lilly (LLY) stake by 24% in Q2 2026, selling an estimated $3.95M and leaving 12,152 shares worth $14.6M. The position accounts for 0.26% of the portfolio, ranked #87.
Evergreen Capital Management first reported a position in LLY in Q2 2018 and has held it in 33 quarters since. The position peaked at $14.7M in Q1 2026. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.
- Evergreen Capital Management held 12,152 shares of Eli Lilly worth $14.6M as of Q2 2026.
- Evergreen Capital Management sold 3,868 Eli Lilly shares in Q2 2026, an estimated $3.95M.
- Eli Lilly made up 0.26% of Evergreen Capital Management's portfolio in Q2 2026, its #87 holding.
- Evergreen Capital Management first reported a position in Eli Lilly in Q2 2018 and has held it in 33 quarters since.
- Evergreen Capital Management's Eli Lilly position peaked at $14.7M in Q1 2026.
- 1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.
Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.