KTF Investments’s Eli Lilly LLY Stock Holding History

KTF Investments’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	$570K	Buy	475 +220	+86%	+$225K	0.06%	55
2026 Q1	$235K	Hold	255	–	–	0.04%	82
2025 Q4	$274K	Buy	+255	New	+$244K	0.05%	78

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KTF Investments's LLY Position: Q2 2026 in Review

KTF Investments increased its Eli Lilly (LLY) stake by 86% in Q2 2026, buying an estimated $225K and bringing the position to 475 shares worth $570K. The position accounts for 0.06% of the portfolio, ranked #55.

KTF Investments first reported a position in LLY in Q4 2025 and has held it in 3 quarters since. 4,596 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

KTF Investments held 475 shares of Eli Lilly worth $570K as of Q2 2026.
KTF Investments bought 220 Eli Lilly shares in Q2 2026, an estimated $225K.
Eli Lilly made up 0.06% of KTF Investments's portfolio in Q2 2026, its #55 holding.
KTF Investments first reported a position in Eli Lilly in Q4 2025 and has held it in 3 quarters since.
4,596 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on KTF Investments's 13F filing for Q2 2026, filed 10 Aug 2026.