LI
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Lafayette Investments’s Eli Lilly LLY Stock Holding History

Lafayette 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 		$218K Buy
+182
New +$186K 0.04% 155
2026
Q1 		– Sell
-237
Closed -$255K – 161
2025
Q4 		$255K Buy
+237
New +$227K 0.05% 143
2025
Q3 		– Sell
-295
Closed -$230K – 158
2025
Q2 		$230K Hold
295
– – 0.05% 141
2025
Q1 		$244K Buy
295
+25
+9% +$20.8K 0.05% 136
2024
Q4 		$208K Buy
270
+10
+4% +$8.28K 0.04% 141
2024
Q3 		$230K Sell
260
-25
-9% -$22.5K 0.05% 134
2024
Q2 		$258K Sell
285
-40
-12% -$32K 0.06% 120
2024
Q1 		$253K Buy
+325
New +$231K 0.06% 116

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 $3.38T AUM 44.17% 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

Lafayette Investments's LLY Position: Q2 2026 in Review

Lafayette Investments opened a new position in Eli Lilly (LLY) in Q2 2026: 182 shares worth $218K. The stake represents 0.04% of the portfolio and ranks #155 among its holdings. This is a return to the name: Lafayette Investments previously reported a position in LLY as recently as Q4 2025.

Lafayette Investments first reported a position in LLY in Q1 2024 and has held it in 8 quarters since. The position peaked at $258K in Q2 2024. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Lafayette Investments held 182 shares of Eli Lilly worth $218K as of Q2 2026.
  • Eli Lilly was a new Lafayette Investments position in Q2 2026.
  • Eli Lilly made up 0.04% of Lafayette Investments's portfolio in Q2 2026, its #155 holding.
  • Lafayette Investments first reported a position in Eli Lilly in Q1 2024 and has held it in 8 quarters since.
  • Lafayette Investments's Eli Lilly position peaked at $258K in Q2 2024.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Lafayette Investments's 13F filing for Q2 2026, filed 11 Aug 2026.