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Klingman & Associates’s Eli Lilly LLY Stock Holding History

Klingman & 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 		$2.89M Buy
2,410
+99
+4% +$101K 0.12% 74
2026
Q1 		$2.13M Buy
2,311
+8
+0.3% +$8.11K 0.1% 82
2025
Q4 		$2.47M Sell
2,303
-74
-3% -$70.8K 0.12% 75
2025
Q3 		$1.81M Buy
2,377
+145
+6% +$108K 0.09% 89
2025
Q2 		$1.74M Buy
2,232
+346
+18% +$269K 0.1% 86
2025
Q1 		$1.56M Buy
1,886
+161
+9% +$134K 0.1% 84
2024
Q4 		$1.33M Buy
1,725
+66
+4% +$54.6K 0.08% 86
2024
Q3 		$1.47M Buy
1,659
+81
+5% +$72.8K 0.09% 87
2024
Q2 		$1.43M Buy
1,578
+292
+23% +$234K 0.1% 79
2024
Q1 		$1M Buy
1,286
+9
+0.7% +$6.41K 0.07% 103
2023
Q4 		$744K Buy
1,277
+37
+3% +$21.6K 0.05% 112
2023
Q3 		$666K Sell
1,240
-65
-5% -$33.5K 0.05% 118
2023
Q2 		$612K Buy
1,305
+216
+20% +$90.6K 0.05% 116
2023
Q1 		$374K Buy
1,089
+1
+0.1% +$337 0.03% 141
2022
Q4 		$398K Buy
1,088
+26
+2% +$9.22K 0.03% 138
2022
Q3 		$343K Buy
1,062
+33
+3% +$10.5K 0.03% 137
2022
Q2 		$334K Sell
1,029
-60
-6% -$18K 0.03% 144
2022
Q1 		$312K Buy
1,089
+98
+10% +$25.2K 0.03% 158
2021
Q4 		$274K Buy
991
+26
+3% +$6.59K 0.02% 151
2021
Q3 		$223K Buy
965
+33
+4% +$8.14K 0.02% 158
2021
Q2 		$214K Buy
+932
New +$187K 0.02% 153
2016
Q4 		– Sell
-462
Closed -$37K – 217
2016
Q3 		$37K Hold
462
– – 0.01% 207
2016
Q2 		$36K Hold
462
– – 0.01% 216
2016
Q1 		$33K Hold
462
– – 0.01% 220
2015
Q4 		$39K Hold
462
– – 0.01% 222
2015
Q3 		$38K Hold
462
– – 0.01% 217
2015
Q2 		$39K Buy
462
+362
+362% +$27.6K 0.02% 195
2015
Q1 		$7K Sell
100
-200
-67% -$14.2K ﹤0.01% 296
2014
Q4 		$20K Buy
+300
New +$20.3K 0.01% 237

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

Klingman & Associates's LLY Position: Q2 2026 in Review

Klingman & Associates increased its Eli Lilly (LLY) stake by 4.3% in Q2 2026, buying an estimated $101K and bringing the position to 2,410 shares worth $2.89M. The position accounts for 0.12% of the portfolio, ranked #74.

Klingman & Associates first reported a position in LLY in Q4 2014 and has held it in 29 quarters since. 4,602 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Klingman & Associates held 2,410 shares of Eli Lilly worth $2.89M as of Q2 2026.
  • Klingman & Associates bought 99 Eli Lilly shares in Q2 2026, an estimated $101K.
  • Eli Lilly made up 0.12% of Klingman & Associates's portfolio in Q2 2026, its #74 holding.
  • Klingman & Associates first reported a position in Eli Lilly in Q4 2014 and has held it in 29 quarters since.
  • 4,602 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.