JM2 Capital’s Eli Lilly LLY Stock Holding History

JM2 Capital’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	$1.09M	Buy	905 +28	+3%	+$28.6K	0.74%	33
2026 Q1	$807K	Sell	877 -10	-1%	-$10.1K	0.67%	41
2025 Q4	$953K	Buy	+887	New	+$848K	0.77%	35

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JM2 Capital's LLY Position: Q2 2026 in Review

JM2 Capital increased its Eli Lilly (LLY) stake by 3.2% in Q2 2026, buying an estimated $28.6K and bringing the position to 905 shares worth $1.09M. The position accounts for 0.74% of the portfolio, ranked #33.

JM2 Capital first reported a position in LLY in Q4 2025 and has held it in 3 quarters since. 2,861 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

JM2 Capital held 905 shares of Eli Lilly worth $1.09M as of Q2 2026.
JM2 Capital bought 28 Eli Lilly shares in Q2 2026, an estimated $28.6K.
Eli Lilly made up 0.74% of JM2 Capital's portfolio in Q2 2026, its #33 holding.
JM2 Capital first reported a position in Eli Lilly in Q4 2025 and has held it in 3 quarters since.
2,861 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on JM2 Capital's 13F filing for Q2 2026, filed 22 Jul 2026.