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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
2024
Q4 		– Sell
-2,716
Closed -$2.41M – 207
2024
Q3 		$2.41M Sell
2,716
-9,454
-78% -$8.5M 0.32% 83
2024
Q2 		$11M Buy
+12,170
New +$9.74M 1.46% 15
2024
Q1 		– Sell
-3,432
Closed -$2M – 307
2023
Q4 		$2M Buy
+3,432
New +$2M 0.29% 102

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

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. 4,637 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.
  • 4,637 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.