KCM
LLY icon

Kempner Capital Management’s Eli Lilly LLY Stock Holding History

Kempner 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
2025
Q4 		$2.47M Sell
2,327
-193
-8% -$185K 2.34% 22
2025
Q3 		$1.92M Buy
+2,520
New +$1.88M 1.6% 30

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Kempner Capital Management's LLY Position: Q4 2025 in Review

Kempner Capital Management reduced its Eli Lilly (LLY) stake by 7.7% in Q4 2025, selling an estimated $185K and leaving 2,327 shares worth $2.47M. The position accounts for 2.34% of the portfolio, ranked #22.

Kempner Capital Management first reported a position in LLY in Q3 2025 and has held it in 2 quarters since. 4,429 funds tracked by Wall St. Rank hold LLY as of Q4 2025.

  • Kempner Capital Management held 2,327 shares of Eli Lilly worth $2.47M as of Q4 2025.
  • Kempner Capital Management sold 193 Eli Lilly shares in Q4 2025, an estimated $185K.
  • Eli Lilly made up 2.34% of Kempner Capital Management's portfolio in Q4 2025, its #22 holding.
  • Kempner Capital Management first reported a position in Eli Lilly in Q3 2025 and has held it in 2 quarters since.
  • 4,429 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2025.

Based on Kempner Capital Management's 13F filing for Q4 2025, filed 12 Jan 2026.