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Fulcrum Capital’s Eli Lilly LLY Stock Holding History

Fulcrum Capital’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 		$4.51M Sell
3,758
-49
-1% -$50.1K 0.91% 30
2026
Q1 		$3.5M Sell
3,807
-11
-0.3% -$11.2K 0.76% 36
2025
Q4 		$4.1M Buy
+3,818
New +$3.65M 0.82% 35
2025
Q2 		– Sell
-263
Closed -$217K – 106
2025
Q1 		$217K Buy
+263
New +$219K 0.05% 102
2021
Q2 		– Sell
-3,071
Closed -$574K – 88
2021
Q1 		$574K Sell
3,071
-470
-13% -$91.9K 0.16% 51
2020
Q4 		$598K Buy
3,541
+726
+26% +$108K 0.18% 45
2020
Q3 		$417K Buy
+2,815
New +$436K 0.15% 48

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

Fulcrum Capital's LLY Position: Q2 2026 in Review

Fulcrum Capital reduced its Eli Lilly (LLY) stake by 1.3% in Q2 2026, selling an estimated $50.1K and leaving 3,758 shares worth $4.51M. The position accounts for 0.91% of the portfolio, ranked #30.

Fulcrum Capital first reported a position in LLY in Q3 2020 and has held it in 7 quarters since. 4,602 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Fulcrum Capital held 3,758 shares of Eli Lilly worth $4.51M as of Q2 2026.
  • Fulcrum Capital sold 49 Eli Lilly shares in Q2 2026, an estimated $50.1K.
  • Eli Lilly made up 0.91% of Fulcrum Capital's portfolio in Q2 2026, its #30 holding.
  • Fulcrum Capital first reported a position in Eli Lilly in Q3 2020 and has held it in 7 quarters since.
  • 4,602 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Fulcrum Capital's 13F filing for Q2 2026, filed 21 Jul 2026.