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JVL Associates’s Eli Lilly LLY Stock Holding History

JVL Associates’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 		$786K Buy
655
+86
+15% +$87.9K 0.22% 37
2026
Q1 		$523K Buy
569
+22
+4% +$22.3K 0.18% 40
2025
Q4 		$588K Buy
547
+25
+5% +$23.9K 0.19% 42
2025
Q3 		$398K Sell
522
-13
-2% -$9.67K 0.13% 45
2025
Q2 		$417K Buy
535
+26
+5% +$20.2K 0.15% 43
2025
Q1 		$420K Sell
509
-10
-2% -$8.32K 0.17% 41
2024
Q4 		$401K Sell
519
-24
-4% -$19.9K 0.15% 42
2024
Q3 		$481K Sell
543
-41
-7% -$36.9K 0.19% 38
2024
Q2 		$529K Buy
584
+6
+1% +$4.8K 0.21% 34
2024
Q1 		$450K Sell
578
-10
-2% -$7.12K 0.19% 38
2023
Q4 		$343K Buy
588
+180
+44% +$105K 0.15% 36
2023
Q3 		$219K Buy
+408
New +$210K 0.11% 36

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JVL Associates's LLY Position: Q2 2026 in Review

JVL Associates increased its Eli Lilly (LLY) stake by 15% in Q2 2026, buying an estimated $87.9K and bringing the position to 655 shares worth $786K. The position accounts for 0.22% of the portfolio, ranked #37.

JVL Associates first reported a position in LLY in Q3 2023 and has held it in 12 quarters since. 2,672 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • JVL Associates held 655 shares of Eli Lilly worth $786K as of Q2 2026.
  • JVL Associates bought 86 Eli Lilly shares in Q2 2026, an estimated $87.9K.
  • Eli Lilly made up 0.22% of JVL Associates's portfolio in Q2 2026, its #37 holding.
  • JVL Associates first reported a position in Eli Lilly in Q3 2023 and has held it in 12 quarters since.
  • 2,672 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on JVL Associates's 13F filing for Q2 2026, filed 6 Jul 2026.