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Lathrop Investment Management’s Eli Lilly LLY Stock Holding History

Lathrop Investment 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 		$1.14M Sell
948
-100
-10% -$102K 0.2% 50
2026
Q1 		$964K Sell
1,048
-160
-13% -$162K 0.18% 50
2025
Q4 		$1.3M Sell
1,208
-10
-0.8% -$9.56K 0.24% 46
2025
Q3 		$929K Sell
1,218
-10
-0.8% -$7.44K 0.17% 49
2025
Q2 		$957K Buy
1,228
+80
+7% +$62.2K 0.18% 49
2025
Q1 		$948K Sell
1,148
-133
-10% -$111K 0.19% 50
2024
Q4 		$989K Sell
1,281
-23
-2% -$19K 0.19% 50
2024
Q3 		$1.16M Hold
1,304
– – 0.21% 48
2024
Q2 		$1.18M Sell
1,304
-12
-0.9% -$9.6K 0.23% 47
2024
Q1 		$1.02M Sell
1,316
-160
-11% -$114K 0.2% 47
2023
Q4 		$860K Hold
1,476
– – 0.18% 46
2023
Q3 		$793K Buy
1,476
+18
+1% +$9.28K 0.17% 48
2023
Q2 		$684K Buy
1,458
+22
+2% +$9.23K 0.14% 50
2023
Q1 		$493K Hold
1,436
– – 0.1% 57
2022
Q4 		$525K Hold
1,436
– – 0.12% 57
2022
Q3 		$464K Hold
1,436
– – 0.12% 51
2022
Q2 		$466K Hold
1,436
– – 0.12% 52
2022
Q1 		$411K Hold
1,436
– – 0.09% 53
2021
Q4 		$397K Hold
1,436
– – 0.08% 54
2021
Q3 		$332K Hold
1,436
– – 0.07% 53
2021
Q2 		$330K Hold
1,436
– – 0.07% 55
2021
Q1 		$268K Sell
1,436
-20
-1% -$3.91K 0.06% 63
2020
Q4 		$246K Buy
1,456
+20
+1% +$2.99K 0.06% 66
2020
Q3 		$213K Hold
1,436
– – 0.06% 67
2020
Q2 		$236K Buy
+1,436
New +$220K 0.07% 62
2019
Q2 		– Sell
-1,636
Closed -$212K – 63
2019
Q1 		$212K Buy
+1,636
New +$199K 0.06% 62

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

Lathrop Investment Management's LLY Position: Q2 2026 in Review

Lathrop Investment Management reduced its Eli Lilly (LLY) stake by 9.5% in Q2 2026, selling an estimated $102K and leaving 948 shares worth $1.14M. The position accounts for 0.2% of the portfolio, ranked #50.

Lathrop Investment Management first reported a position in LLY in Q1 2019 and has held it in 26 quarters since. The position peaked at $1.3M in Q4 2025. 4,633 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Lathrop Investment Management held 948 shares of Eli Lilly worth $1.14M as of Q2 2026.
  • Lathrop Investment Management sold 100 Eli Lilly shares in Q2 2026, an estimated $102K.
  • Eli Lilly made up 0.2% of Lathrop Investment Management's portfolio in Q2 2026, its #50 holding.
  • Lathrop Investment Management first reported a position in Eli Lilly in Q1 2019 and has held it in 26 quarters since.
  • Lathrop Investment Management's Eli Lilly position peaked at $1.3M in Q4 2025.
  • 4,633 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Lathrop Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.