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Fountainhead AM’s Eli Lilly LLY Stock Holding History

Fountainhead AM’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 		$523K Buy
436
+110
+34% +$112K 0.39% 51
2026
Q1 		$300K Buy
326
+280
+609% +$284K 0.27% 66
2025
Q4 		$49.5K Sell
46
-862
-95% -$824K 0.07% 103
2025
Q3 		$693K Buy
908
+66
+8% +$49.1K 0.09% 94
2025
Q2 		$657K Sell
842
-1
-0.1% -$777 0.1% 89
2025
Q1 		$696K Buy
843
+51
+6% +$42.4K 0.11% 67
2024
Q4 		$611K Buy
792
+141
+22% +$117K 0.11% 72
2024
Q3 		$577K Sell
651
-40
-6% -$36K 0.12% 65
2024
Q2 		$626K Buy
+691
New +$553K 0.15% 57

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 $3.38T AUM 44.17% 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

Fountainhead AM's LLY Position: Q2 2026 in Review

Fountainhead AM increased its Eli Lilly (LLY) stake by 34% in Q2 2026, buying an estimated $112K and bringing the position to 436 shares worth $523K. The position accounts for 0.39% of the portfolio, ranked #51.

Fountainhead AM first reported a position in LLY in Q2 2024 and has held it in 9 quarters since. The position peaked at $696K in Q1 2025. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Fountainhead AM held 436 shares of Eli Lilly worth $523K as of Q2 2026.
  • Fountainhead AM bought 110 Eli Lilly shares in Q2 2026, an estimated $112K.
  • Eli Lilly made up 0.39% of Fountainhead AM's portfolio in Q2 2026, its #51 holding.
  • Fountainhead AM first reported a position in Eli Lilly in Q2 2024 and has held it in 9 quarters since.
  • Fountainhead AM's Eli Lilly position peaked at $696K in Q1 2025.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Fountainhead AM's 13F filing for Q2 2026, filed 3 Aug 2026.