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Kennedy Capital Management’s Eli Lilly LLY Stock Holding History

Kennedy 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 		$20.8M Sell
17,324
-2,408
-12% -$2.46M 0.37% 76
2026
Q1 		$18.1M Sell
19,732
-1,428
-7% -$1.45M 0.38% 74
2025
Q4 		$22.7M Sell
21,160
-8,288
-28% -$7.92M 0.48% 46
2025
Q3 		$22.5M Sell
29,448
-6,786
-19% -$5.05M 0.5% 35
2025
Q2 		$28.2M Sell
36,234
-7,025
-16% -$5.46M 0.67% 14
2025
Q1 		$35.7M Buy
43,259
+1,908
+5% +$1.59M 0.85% 4
2024
Q4 		$31.9M Buy
41,351
+6,011
+17% +$4.98M 0.71% 9
2024
Q3 		$31.3M Buy
35,340
+3,330
+10% +$2.99M 0.69% 10
2024
Q2 		$29M Buy
32,010
+9,666
+43% +$7.73M 0.62% 11
2024
Q1 		$17.4M Buy
+22,344
New +$15.9M 0.36% 60

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

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

Kennedy Capital Management reduced its Eli Lilly (LLY) stake by 12% in Q2 2026, selling an estimated $2.46M and leaving 17,324 shares worth $20.8M. The position accounts for 0.37% of the portfolio, ranked #76.

Kennedy Capital Management first reported a position in LLY in Q1 2024 and has held it in 10 quarters since. The position peaked at $35.7M in Q1 2025. 4,633 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Kennedy Capital Management held 17,324 shares of Eli Lilly worth $20.8M as of Q2 2026.
  • Kennedy Capital Management sold 2,408 Eli Lilly shares in Q2 2026, an estimated $2.46M.
  • Eli Lilly made up 0.37% of Kennedy Capital Management's portfolio in Q2 2026, its #76 holding.
  • Kennedy Capital Management first reported a position in Eli Lilly in Q1 2024 and has held it in 10 quarters since.
  • Kennedy Capital Management's Eli Lilly position peaked at $35.7M in Q1 2025.
  • 4,633 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Kennedy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.