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Kercheville Advisors’s Eli Lilly LLY Stock Holding History

Kercheville Advisors’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 		$7.2M Buy
6,001
+3,953
+193% +$4.04M 2.19% 14
2026
Q1 		$1.88M Sell
2,048
-1,728
-46% -$1.75M 0.6% 37
2025
Q4 		$4.11M Buy
3,776
+1,872
+98% +$1.79M 1.08% 29
2025
Q3 		$1.45M Sell
1,904
-6,579
-78% -$4.9M 0.44% 44
2025
Q2 		$6.61M Sell
8,483
-165
-2% -$128K 2.28% 17
2025
Q1 		$7.14M Buy
8,648
+435
+5% +$362K 2.91% 15
2024
Q4 		$6.34M Sell
8,213
-327
-4% -$271K 2.46% 17
2024
Q3 		$7.57M Buy
8,540
+795
+10% +$715K 3.19% 13
2024
Q2 		$7.01M Buy
7,745
+1,600
+26% +$1.28M 3.04% 14
2024
Q1 		$4.78M Buy
6,145
+628
+11% +$447K 2.26% 19
2023
Q4 		$3.22M Buy
5,517
+1,995
+57% +$1.16M 1.81% 20
2023
Q3 		$1.89M Buy
+3,522
New +$1.81M 1.2% 25
2023
Q1 		– Sell
-640
Closed -$234K – 80
2022
Q4 		$234K Buy
+640
New +$227K 0.16% 68
2022
Q2 		– Sell
-2,865
Closed -$820K – 106
2022
Q1 		$820K Buy
+2,865
New +$737K 0.39% 51

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

Kercheville Advisors's LLY Position: Q2 2026 in Review

Kercheville Advisors increased its Eli Lilly (LLY) stake by 193% in Q2 2026, buying an estimated $4.04M and bringing the position to 6,001 shares worth $7.2M. The position accounts for 2.19% of the portfolio, ranked #14.

Kercheville Advisors first reported a position in LLY in Q1 2022 and has held it in 14 quarters since. The position peaked at $7.57M in Q3 2024. 4,630 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Kercheville Advisors held 6,001 shares of Eli Lilly worth $7.2M as of Q2 2026.
  • Kercheville Advisors bought 3,953 Eli Lilly shares in Q2 2026, an estimated $4.04M.
  • Eli Lilly made up 2.19% of Kercheville Advisors's portfolio in Q2 2026, its #14 holding.
  • Kercheville Advisors first reported a position in Eli Lilly in Q1 2022 and has held it in 14 quarters since.
  • Kercheville Advisors's Eli Lilly position peaked at $7.57M in Q3 2024.
  • 4,630 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Kercheville Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.