GI
LLY icon

GLOBALT Investments’s Eli Lilly LLY Stock Holding History

GLOBALT Investments’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 		$17.4M Sell
14,538
-277
-2% -$283K 0.59% 26
2026
Q1 		$13.6M Buy
14,815
+394
+3% +$399K 0.49% 27
2025
Q4 		$15.5M Buy
14,421
+1,760
+14% +$1.68M 0.57% 27
2025
Q3 		$9.66M Sell
12,661
-264
-2% -$196K 0.35% 38
2025
Q2 		$10.1M Sell
12,925
-2,364
-15% -$1.84M 0.39% 33
2025
Q1 		$12.6M Sell
15,289
-444
-3% -$369K 0.52% 25
2024
Q4 		$12.1M Sell
15,733
-4,292
-21% -$3.55M 0.47% 27
2024
Q3 		$17.7M Sell
20,025
-1,051
-5% -$945K 0.66% 21
2024
Q2 		$19.1M Sell
21,076
-392
-2% -$314K 0.76% 22
2024
Q1 		$16.7M Sell
21,468
-1,345
-6% -$957K 0.66% 22
2023
Q4 		$13.3M Buy
+22,813
New +$13.3M 0.55% 22

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

GLOBALT Investments's LLY Position: Q2 2026 in Review

GLOBALT Investments reduced its Eli Lilly (LLY) stake by 1.9% in Q2 2026, selling an estimated $283K and leaving 14,538 shares worth $17.4M. The position accounts for 0.59% of the portfolio, ranked #26.

GLOBALT Investments first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. The position peaked at $19.1M in Q2 2024. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • GLOBALT Investments held 14,538 shares of Eli Lilly worth $17.4M as of Q2 2026.
  • GLOBALT Investments sold 277 Eli Lilly shares in Q2 2026, an estimated $283K.
  • Eli Lilly made up 0.59% of GLOBALT Investments's portfolio in Q2 2026, its #26 holding.
  • GLOBALT Investments first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
  • GLOBALT Investments's Eli Lilly position peaked at $19.1M in Q2 2024.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.