Leavell Investment Management’s Eli Lilly LLY Stock Holding History

Leavell 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	$11.2M	Buy	9,341 +1,501	+19%	+$1.53M	0.41%	61
2026 Q1	$7.21M	Buy	7,840 +138	+2%	+$140K	0.3%	82
2025 Q4	$8.28M	Sell	7,702 -115	-1%	-$110K	0.34%	63
2025 Q3	$5.96M	Sell	7,817 -759	-9%	-$565K	0.25%	100
2025 Q2	$6.69M	Buy	8,576 +1,029	+14%	+$800K	0.3%	77
2025 Q1	$6.23M	Buy	7,547 +1,113	+17%	+$926K	0.31%	79
2024 Q4	$4.97M	Buy	6,434 +304	+5%	+$252K	0.24%	97
2024 Q3	$5.43M	Buy	6,130 +124	+2%	+$111K	0.27%	90
2024 Q2	$5.44M	Buy	6,006 +291	+5%	+$233K	0.3%	84
2024 Q1	$4.45M	Sell	5,715 -11	-0.2%	-$7.83K	0.26%	98
2023 Q4	$3.34M	Buy	5,726 +176	+3%	+$103K	0.21%	114
2023 Q3	$2.98M	Buy	5,550 +802	+17%	+$413K	0.21%	118
2023 Q2	$2.23M	Sell	4,748 -104	-2%	-$43.6K	0.15%	146
2023 Q1	$1.67M	Buy	4,852 +5	+0.1%	+$1.69K	0.12%	174
2022 Q4	$1.77M	Buy	4,847 +117	+2%	+$41.5K	0.13%	162
2022 Q3	$1.53M	Buy	4,730 +129	+3%	+$40.9K	0.12%	167
2022 Q2	$1.49M	Sell	4,601 -579	-11%	-$174K	0.11%	174
2022 Q1	$1.48M	Hold	5,180	–	–	0.1%	180
2021 Q4	$1.43M	Hold	5,180	–	–	0.1%	193
2021 Q3	$1.2M	Sell	5,180 -241	-4%	-$59.5K	0.09%	196
2021 Q2	$1.01M	Hold	5,421	–	–	0.08%	200
2021 Q1	$1.01M	Sell	5,421 -10	-0.2%	-$1.96K	0.08%	200
2020 Q4	$917K	Buy	5,431 +250	+5%	+$37.3K	0.08%	200
2020 Q3	$767K	Hold	5,181	–	–	0.07%	213
2020 Q2	$851K	Buy	5,181 +101	+2%	+$15.5K	0.08%	188
2020 Q1	$705K	Buy	5,080 +140	+3%	+$19.2K	0.08%	192
2019 Q4	$649K	Sell	4,940 -200	-4%	-$23.2K	0.06%	238
2019 Q3	$575K	Buy	5,140 +477	+10%	+$53.1K	0.06%	249
2019 Q2	$517K	Sell	4,663 -200	-4%	-$23.6K	0.05%	259
2019 Q1	$631K	Sell	4,863 -16	-0.3%	-$1.95K	0.07%	229
2018 Q4	$565K	Sell	4,879 -31	-0.6%	-$3.46K	0.07%	225
2018 Q3	$527K	Hold	4,910	–	–	0.06%	249
2018 Q2	$419K	Hold	4,910	–	–	0.05%	273
2018 Q1	$380K	Buy	4,910 +250	+5%	+$20.1K	0.04%	288
2017 Q4	$394K	Hold	4,660	–	–	0.05%	289
2017 Q3	$399K	Buy	4,660 +200	+4%	+$16.4K	0.05%	275
2017 Q2	$367K	Sell	4,460 -367	-8%	-$29.9K	0.05%	290
2017 Q1	$406K	Buy	4,827 +67	+1%	+$5.37K	0.05%	266
2016 Q4	$350K	Buy	4,760 +16	+0.3%	+$1.19K	0.05%	279
2016 Q3	$381K	Buy	4,744 +400	+9%	+$32K	0.06%	273
2016 Q2	$342K	Hold	4,344	–	–	0.05%	289
2016 Q1	$313K	Hold	4,344	–	–	0.05%	295
2015 Q4	$366K	Sell	4,344 -40	-0.9%	-$3.32K	0.05%	269
2015 Q3	$367K	Buy	4,384 +40	+0.9%	+$3.38K	0.06%	266
2015 Q2	$363K	Hold	4,344	–	–	0.06%	297
2015 Q1	$316K	Hold	4,344	–	–	0.05%	318
2014 Q4	$300K	Buy	+4,344	New	+$293K	0.05%	322

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

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

Leavell Investment Management increased its Eli Lilly (LLY) stake by 19% in Q2 2026, buying an estimated $1.53M and bringing the position to 9,341 shares worth $11.2M. The position accounts for 0.41% of the portfolio, ranked #61.

Leavell Investment Management first reported a position in LLY in Q4 2014 and has held it in 47 quarters since. 4,602 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Leavell Investment Management held 9,341 shares of Eli Lilly worth $11.2M as of Q2 2026.
Leavell Investment Management bought 1,501 Eli Lilly shares in Q2 2026, an estimated $1.53M.
Eli Lilly made up 0.41% of Leavell Investment Management's portfolio in Q2 2026, its #61 holding.
Leavell Investment Management first reported a position in Eli Lilly in Q4 2014 and has held it in 47 quarters since.
4,602 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.