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John Overdeck’s Eli Lilly LLY Stock Holding History

John Overdeck’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 		$32.6M Buy
27,200
+22,200
+444% +$22.7M 0.02% 754
2026
Q1 		$4.6M Buy
+5,000
New +$5.07M ﹤0.01% 2051
2022
Q1 		– Sell
-10,000
Closed -$2.76M – 3577
2021
Q4 		$2.76M Buy
10,000
+7,000
+233% +$1.77M 0.01% 1637
2021
Q3 		$693K Sell
3,000
-5,100
-63% -$1.26M ﹤0.01% 2961
2021
Q2 		$1.86M Buy
+8,100
New +$1.63M ﹤0.01% 1929
2021
Q1 		– Sell
-3,000
Closed -$507K – 4057
2020
Q4 		$507K Buy
+3,000
New +$448K ﹤0.01% 2508
2020
Q1 		– Sell
-8,100
Closed -$1.06M – 3513
2019
Q4 		$1.06M Sell
8,100
-25,800
-76% -$2.99M ﹤0.01% 2122
2019
Q3 		$3.79M Sell
33,900
-44,900
-57% -$5M 0.01% 1018
2019
Q2 		$8.73M Buy
78,800
+59,000
+298% +$6.95M 0.03% 649
2019
Q1 		$2.57M Buy
+19,800
New +$2.41M 0.01% 1276
2018
Q4 		– Sell
-22,400
Closed -$2.4M – 3295
2018
Q3 		$2.4M Sell
22,400
-71,500
-76% -$7.15M 0.01% 1358
2018
Q2 		$8.01M Buy
93,900
+63,100
+205% +$5.18M 0.02% 765
2018
Q1 		$2.38M Buy
30,800
+14,800
+93% +$1.19M 0.01% 1402
2017
Q4 		$1.35M Sell
16,000
-8,600
-35% -$732K ﹤0.01% 1751
2017
Q3 		$2.1M Buy
+24,600
New +$2.02M 0.01% 1280
2017
Q1 		– Sell
-110,100
Closed -$8.1M – 3127
2016
Q4 		$8.1M Sell
110,100
-45,900
-29% -$3.42M 0.03% 613
2016
Q3 		$12.5M Buy
156,000
+139,000
+818% +$11.1M 0.05% 462
2016
Q2 		$1.34M Buy
+17,000
New +$1.28M 0.01% 1536
2016
Q1 		– Sell
-4,000
Closed -$337K – 2982
2015
Q4 		$337K Buy
+4,000
New +$332K ﹤0.01% 2185

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

John Overdeck's LLY Position: Q2 2026 in Review

John Overdeck increased its Eli Lilly (LLY) stake by 26% in Q2 2026, buying an estimated $17.1M and bringing the position to 81,240 shares worth $97.4M. The position accounts for 0.07% of the portfolio, ranked #316.

John Overdeck first reported a position in LLY in Q2 2013 and has held it in 36 quarters since. The position peaked at $249M in Q4 2024. 4,602 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • John Overdeck held 81,240 shares of Eli Lilly worth $97.4M as of Q2 2026.
  • John Overdeck bought 16,690 Eli Lilly shares in Q2 2026, an estimated $17.1M.
  • Eli Lilly made up 0.07% of John Overdeck's portfolio in Q2 2026, its #316 holding.
  • John Overdeck first reported a position in Eli Lilly in Q2 2013 and has held it in 36 quarters since.
  • John Overdeck's Eli Lilly position peaked at $249M in Q4 2024.
  • 4,602 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.