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Henson-Edgewater Management’s Eli Lilly LLY Stock Holding History

Henson-Edgewater 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 		$3.7M Buy
3,029
+50
+2% +$51.1K 1.93% 16
2026
Q1 		$2.74M Buy
2,979
+74
+3% +$75K 1.74% 16
2025
Q4 		$3.12M Buy
+2,905
New +$2.78M 1.84% 14

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

Henson-Edgewater Management's LLY Position: Q2 2026 in Review

Henson-Edgewater Management increased its Eli Lilly (LLY) stake by 1.7% in Q2 2026, buying an estimated $51.1K and bringing the position to 3,029 shares worth $3.7M. The position accounts for 1.93% of the portfolio, ranked #16.

Henson-Edgewater Management first reported a position in LLY in Q4 2025 and has held it in 3 quarters since. 4,602 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Henson-Edgewater Management held 3,029 shares of Eli Lilly worth $3.7M as of Q2 2026.
  • Henson-Edgewater Management bought 50 Eli Lilly shares in Q2 2026, an estimated $51.1K.
  • Eli Lilly made up 1.93% of Henson-Edgewater Management's portfolio in Q2 2026, its #16 holding.
  • Henson-Edgewater Management first reported a position in Eli Lilly in Q4 2025 and has held it in 3 quarters since.
  • 4,602 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Henson-Edgewater Management's 13F filing for Q2 2026, filed 18 Aug 2026.