Genus Capital Management’s Eli Lilly LLY Stock Holding History

Genus Capital 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	$5.56M	Buy	4,638 +1,188	+34%	+$1.21M	0.55%	57
2026 Q1	$3.17M	Sell	3,450 -1,150	-25%	-$1.17M	0.36%	86
2025 Q4	$4.94M	Buy	+4,600	New	+$4.4M	0.58%	59
2025 Q2	–	Sell	-1,152	Closed	-$951K	–	200
2025 Q1	$951K	Buy	+1,152	New	+$959K	0.14%	123
2024 Q2	–	Sell	-5,331	Closed	-$4.26M	–	301
2024 Q1	$4.15M	Buy	+5,331	New	+$3.79M	0.54%	60
2023 Q4	–	Sell	-20,381	Closed	-$11.9M	–	298
2023 Q3	$10.9M	Sell	20,381 -5,857	-22%	-$3.02M	1.72%	14
2023 Q2	$12.3M	Buy	+26,238	New	+$11M	1.81%	11

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Genus Capital Management's LLY Position: Q2 2026 in Review

Genus Capital Management increased its Eli Lilly (LLY) stake by 34% in Q2 2026, buying an estimated $1.21M and bringing the position to 4,638 shares worth $5.56M. The position accounts for 0.55% of the portfolio, ranked #57.

Genus Capital Management first reported a position in LLY in Q2 2023 and has held it in 7 quarters since. The position peaked at $12.3M in Q2 2023. 4,602 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Genus Capital Management held 4,638 shares of Eli Lilly worth $5.56M as of Q2 2026.
Genus Capital Management bought 1,188 Eli Lilly shares in Q2 2026, an estimated $1.21M.
Eli Lilly made up 0.55% of Genus Capital Management's portfolio in Q2 2026, its #57 holding.
Genus Capital Management first reported a position in Eli Lilly in Q2 2023 and has held it in 7 quarters since.
Genus Capital Management's Eli Lilly position peaked at $12.3M in Q2 2023.
4,602 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Genus Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.