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Howard Capital Management’s Eli Lilly LLY Stock Holding History

Howard 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
2026
Q2 		$8.59M Buy
7,165
+2,450
+52% +$2.5M 0.1% 69
2026
Q1 		$4.34M Sell
4,715
-4,391
-48% -$4.45M 0.07% 78
2025
Q4 		$9.79M Buy
9,106
+62
+0.7% +$59.3K 0.13% 51
2025
Q3 		$6.9M Buy
9,044
+244
+3% +$182K 0.09% 60
2025
Q2 		$6.86M Buy
8,800
+2,194
+33% +$1.7M 0.1% 53
2025
Q1 		$5.46M Sell
6,606
-924
-12% -$769K 0.14% 54
2024
Q4 		$5.81M Buy
7,530
+392
+5% +$325K 0.09% 55
2024
Q3 		$6.32M Buy
+7,138
New +$6.42M 0.1% 46
2023
Q4 		– Sell
-8,609
Closed -$4.62M – 72
2023
Q3 		$4.62M Buy
8,609
+306
+4% +$158K 0.62% 18
2023
Q2 		$3.89M Buy
8,303
+3,687
+80% +$1.55M 0.53% 19
2023
Q1 		$1.59M Sell
4,616
-2,423
-34% -$817K 0.27% 21
2022
Q4 		$2.58M Buy
7,039
+3,995
+131% +$1.42M 0.73% 10
2022
Q3 		$985K Buy
+3,044
New +$964K 0.29% 12

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

Howard Capital Management's LLY Position: Q2 2026 in Review

Howard Capital Management increased its Eli Lilly (LLY) stake by 52% in Q2 2026, buying an estimated $2.5M and bringing the position to 7,165 shares worth $8.59M. The position accounts for 0.1% of the portfolio, ranked #69.

Howard Capital Management first reported a position in LLY in Q3 2022 and has held it in 13 quarters since. The position peaked at $9.79M in Q4 2025. 4,633 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Howard Capital Management held 7,165 shares of Eli Lilly worth $8.59M as of Q2 2026.
  • Howard Capital Management bought 2,450 Eli Lilly shares in Q2 2026, an estimated $2.5M.
  • Eli Lilly made up 0.1% of Howard Capital Management's portfolio in Q2 2026, its #69 holding.
  • Howard Capital Management first reported a position in Eli Lilly in Q3 2022 and has held it in 13 quarters since.
  • Howard Capital Management's Eli Lilly position peaked at $9.79M in Q4 2025.
  • 4,633 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Howard Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.