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Family Management’s Eli Lilly LLY Stock Holding History

Family 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 		$1.07M Sell
890
-14
-2% -$14.3K 0.11% 122
2026
Q1 		$831K Buy
904
+131
+17% +$133K 0.1% 117
2025
Q4 		$831K Buy
773
+386
+100% +$369K 0.11% 100
2025
Q3 		$295K Sell
387
-133
-26% -$99K 0.04% 163
2025
Q2 		$405K Buy
520
+17
+3% +$13.2K 0.06% 133
2025
Q1 		$415K Buy
503
+1
+0.2% +$832 0.07% 126
2024
Q4 		$388K Sell
502
-64
-11% -$53K 0.06% 123
2024
Q3 		$501K Sell
566
-3,427
-86% -$3.08M 0.08% 110
2024
Q2 		$3.62M Buy
3,993
+210
+6% +$168K 0.64% 43
2024
Q1 		$2.94M Buy
+3,783
New +$2.69M 0.54% 50

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

Family Management's LLY Position: Q2 2026 in Review

Family Management reduced its Eli Lilly (LLY) stake by 1.5% in Q2 2026, selling an estimated $14.3K and leaving 890 shares worth $1.07M. The position accounts for 0.11% of the portfolio, ranked #122.

Family Management first reported a position in LLY in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.62M in Q2 2024. 4,618 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Family Management held 890 shares of Eli Lilly worth $1.07M as of Q2 2026.
  • Family Management sold 14 Eli Lilly shares in Q2 2026, an estimated $14.3K.
  • Eli Lilly made up 0.11% of Family Management's portfolio in Q2 2026, its #122 holding.
  • Family Management first reported a position in Eli Lilly in Q1 2024 and has held it in 10 quarters since.
  • Family Management's Eli Lilly position peaked at $3.62M in Q2 2024.
  • 4,618 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.