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Kanawha Capital Management’s Eli Lilly LLY Stock Holding History

Kanawha 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 		$9.65M Buy
8,046
+553
+7% +$565K 0.63% 48
2026
Q1 		$6.89M Buy
7,493
+843
+13% +$855K 0.49% 60
2025
Q4 		$7.15M Sell
6,650
-40
-0.6% -$38.2K 0.49% 58
2025
Q3 		$5.1M Buy
6,690
+1,482
+28% +$1.1M 0.35% 68
2025
Q2 		$4.06M Buy
5,208
+623
+14% +$484K 0.3% 75
2025
Q1 		$3.79M Buy
4,585
+997
+28% +$830K 0.29% 75
2024
Q4 		$2.77M Buy
3,588
+1,308
+57% +$1.08M 0.22% 80
2024
Q3 		$2.02M Buy
2,280
+198
+10% +$178K 0.15% 97
2024
Q2 		$1.88M Buy
2,082
+733
+54% +$586K 0.15% 95
2024
Q1 		$1.05M Buy
1,349
+74
+6% +$52.7K 0.08% 119
2023
Q4 		$743K Buy
1,275
+25
+2% +$14.6K 0.07% 122
2023
Q3 		$671K Sell
1,250
-110
-8% -$56.7K 0.07% 129
2023
Q2 		$638K Buy
1,360
+9
+0.7% +$3.77K 0.06% 132
2023
Q1 		$464K Sell
1,351
-49
-4% -$16.5K 0.04% 150
2022
Q4 		$512K Buy
1,400
+123
+10% +$43.6K 0.05% 144
2022
Q3 		$413K Sell
1,277
-50
-4% -$15.8K 0.05% 146
2022
Q2 		$430K Buy
1,327
+58
+5% +$17.4K 0.04% 146
2022
Q1 		$363K Hold
1,269
– – 0.03% 165
2021
Q4 		$350K Buy
1,269
+94
+8% +$23.8K 0.03% 174
2021
Q3 		$271K Sell
1,175
-95
-7% -$23.4K 0.03% 187
2021
Q2 		$291K Sell
1,270
-15
-1% -$3.01K 0.03% 184
2021
Q1 		$240K Buy
1,285
+65
+5% +$12.7K 0.02% 189
2020
Q4 		$206K Buy
+1,220
New +$182K 0.02% 198

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

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

Kanawha Capital Management increased its Eli Lilly (LLY) stake by 7.4% in Q2 2026, buying an estimated $565K and bringing the position to 8,046 shares worth $9.65M. The position accounts for 0.63% of the portfolio, ranked #48.

Kanawha Capital Management first reported a position in LLY in Q4 2020 and has held it in 23 quarters since. 4,602 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Kanawha Capital Management held 8,046 shares of Eli Lilly worth $9.65M as of Q2 2026.
  • Kanawha Capital Management bought 553 Eli Lilly shares in Q2 2026, an estimated $565K.
  • Eli Lilly made up 0.63% of Kanawha Capital Management's portfolio in Q2 2026, its #48 holding.
  • Kanawha Capital Management first reported a position in Eli Lilly in Q4 2020 and has held it in 23 quarters since.
  • 4,602 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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