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Harvest Portfolios Group’s Eli Lilly LLY Stock Holding History

Harvest Portfolios Group’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 		$338M Buy
281,944
+5,586
+2% +$5.71M 4.77% 1
2026
Q1 		$254M Buy
276,358
+28,969
+12% +$29.4M 4.19% 2
2025
Q4 		$266M Sell
247,389
-31,935
-11% -$30.5M 4.62% 3
2025
Q3 		$213M Buy
279,324
+117,457
+73% +$87.4M 3.93% 5
2025
Q2 		$126M Buy
161,867
+35,712
+28% +$27.8M 2.93% 5
2025
Q1 		$104M Buy
126,155
+3,263
+3% +$2.72M 3.08% 3
2024
Q4 		$94.9M Buy
122,892
+36,587
+42% +$30.3M 3.16% 3
2024
Q3 		$76.5M Buy
86,305
+20,146
+30% +$18.1M 2.54% 3
2024
Q2 		$59.9M Sell
66,159
-908
-1% -$726K 2.29% 4
2024
Q1 		$52.2M Sell
67,067
-26,289
-28% -$18.7M 2.04% 18
2023
Q4 		$54.4M Sell
93,356
-2,600
-3% -$1.52M 2.31% 12
2023
Q3 		$51.5M Sell
95,956
-16,719
-15% -$8.62M 2.43% 11
2023
Q2 		$52.8M Sell
112,675
-44,842
-28% -$18.8M 2.42% 8
2023
Q1 		$54.1M Buy
157,517
+30,969
+24% +$10.4M 2.65% 3
2022
Q4 		$46.3M Buy
+126,548
New +$44.9M 2.66% 15

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

Harvest Portfolios Group's LLY Position: Q2 2026 in Review

Harvest Portfolios Group increased its Eli Lilly (LLY) stake by 2% in Q2 2026, buying an estimated $5.71M and bringing the position to 281,944 shares worth $338M. The position accounts for 4.77% of the portfolio, ranked #1.

Harvest Portfolios Group first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. 4,634 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Harvest Portfolios Group held 281,944 shares of Eli Lilly worth $338M as of Q2 2026.
  • Harvest Portfolios Group bought 5,586 Eli Lilly shares in Q2 2026, an estimated $5.71M.
  • Eli Lilly made up 4.77% of Harvest Portfolios Group's portfolio in Q2 2026, its #1 holding.
  • Harvest Portfolios Group first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
  • 4,634 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Harvest Portfolios Group's 13F filing for Q2 2026, filed 13 Aug 2026.