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F/M Investments’s Eli Lilly LLY Stock Holding History

F/M Investments’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 		$29.5M Buy
24,561
+308
+1% +$315K 1.5% 15
2026
Q1 		$22.3M Sell
24,253
-13,245
-35% -$13.4M 1.48% 14
2025
Q4 		$40.3M Sell
37,498
-890
-2% -$851K 1.53% 9
2025
Q3 		$29.3M Buy
38,388
+1,528
+4% +$1.14M 1.13% 14
2025
Q2 		$28.7M Buy
36,860
+52
+0.1% +$40.4K 1.04% 18
2025
Q1 		$30.4M Sell
36,808
-694
-2% -$577K 1.21% 17
2024
Q4 		$29M Sell
37,502
-7,679
-17% -$6.36M 1.07% 21
2024
Q3 		$40M Sell
45,181
-2,330
-5% -$2.09M 1.26% 13
2024
Q2 		$43M Buy
+47,511
New +$38M 1.55% 8

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

F/M Investments's LLY Position: Q2 2026 in Review

F/M Investments increased its Eli Lilly (LLY) stake by 1.3% in Q2 2026, buying an estimated $315K and bringing the position to 24,561 shares worth $29.5M. The position accounts for 1.5% of the portfolio, ranked #15.

F/M Investments first reported a position in LLY in Q2 2024 and has held it in 9 quarters since. The position peaked at $43M in Q2 2024. 4,623 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • F/M Investments held 24,561 shares of Eli Lilly worth $29.5M as of Q2 2026.
  • F/M Investments bought 308 Eli Lilly shares in Q2 2026, an estimated $315K.
  • Eli Lilly made up 1.5% of F/M Investments's portfolio in Q2 2026, its #15 holding.
  • F/M Investments first reported a position in Eli Lilly in Q2 2024 and has held it in 9 quarters since.
  • F/M Investments's Eli Lilly position peaked at $43M in Q2 2024.
  • 4,623 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.