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Gerber LLC’s Eli Lilly LLY Stock Holding History

Gerber LLC’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 		$408K Hold
340
– – 0.19% 54
2026
Q1 		$313K Hold
340
– – 0.17% 57
2025
Q4 		$365K Hold
340
– – 0.2% 52
2025
Q3 		$259K Sell
340
-25
-7% -$18.6K 0.16% 68
2025
Q2 		$284K Buy
365
+23
+7% +$17.9K 0.2% 67
2025
Q1 		$282K Hold
342
– – 0.24% 62
2024
Q4 		$264K Hold
342
– – 0.19% 67
2024
Q3 		$303K Hold
342
– – 0.22% 63
2024
Q2 		$310K Buy
342
+20
+6% +$16K 0.24% 63
2024
Q1 		$251K Buy
+322
New +$229K 0.21% 77

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Gerber LLC's LLY Position: Q2 2026 in Review

Gerber LLC held its Eli Lilly (LLY) position steady in Q2 2026 at 340 shares worth $408K. The position accounts for 0.19% of the portfolio, ranked #54.

Gerber LLC first reported a position in LLY in Q1 2024 and has held it in 10 quarters since. 2,501 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Gerber LLC held 340 shares of Eli Lilly worth $408K as of Q2 2026.
  • Gerber LLC left its Eli Lilly share count unchanged in Q2 2026.
  • Eli Lilly made up 0.19% of Gerber LLC's portfolio in Q2 2026, its #54 holding.
  • Gerber LLC first reported a position in Eli Lilly in Q1 2024 and has held it in 10 quarters since.
  • 2,501 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Gerber LLC's 13F filing for Q2 2026, filed 29 Jul 2026.