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Generate Investment Management’s Eli Lilly LLY Stock Holding History

Generate Investment 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 		$63.2M Buy
52,656
+25,459
+94% +$26M 2.6% 11
2026
Q1 		$25M Sell
27,197
-20,198
-43% -$20.5M 1.23% 21
2025
Q4 		$50.9M Sell
47,395
-34,418
-42% -$32.9M 2.32% 9
2025
Q3 		$62.4M Buy
81,813
+15,352
+23% +$11.4M 3.17% 7
2025
Q2 		$51.8M Buy
66,461
+42,083
+173% +$32.7M 2.87% 7
2025
Q1 		$20.1M Sell
24,378
-7,336
-23% -$6.1M 1.41% 25
2024
Q4 		$24.5M Buy
31,714
+16,082
+103% +$13.3M 1.71% 16
2024
Q3 		$13.8M Sell
15,632
-12,496
-44% -$11.2M 0.93% 41
2024
Q2 		$25.5M Sell
28,128
-3,187
-10% -$2.55M 1.5% 18
2024
Q1 		$24.4M Sell
31,315
-7,984
-20% -$5.68M 1.77% 17
2023
Q4 		$22.9M Buy
+39,299
New +$22.9M 1.98% 14

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

Generate Investment Management's LLY Position: Q2 2026 in Review

Generate Investment Management increased its Eli Lilly (LLY) stake by 94% in Q2 2026, buying an estimated $26M and bringing the position to 52,656 shares worth $63.2M. The position accounts for 2.6% of the portfolio, ranked #11.

Generate Investment Management first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 4,635 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Generate Investment Management held 52,656 shares of Eli Lilly worth $63.2M as of Q2 2026.
  • Generate Investment Management bought 25,459 Eli Lilly shares in Q2 2026, an estimated $26M.
  • Eli Lilly made up 2.6% of Generate Investment Management's portfolio in Q2 2026, its #11 holding.
  • Generate Investment Management first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
  • 4,635 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Generate Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.