Legato Capital Management’s Eli Lilly LLY Stock Holding History

Legato Capital 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	$3.25M	Sell	2,712 -1,517	-36%	-$1.55M	0.27%	112
2026 Q1	$3.89M	Buy	4,229 +825	+24%	+$836K	0.35%	58
2025 Q4	$3.66M	Buy	3,404 +2,516	+283%	+$2.41M	0.31%	57
2025 Q3	$678K	Hold	888	–	–	0.07%	390
2025 Q2	$692K	Sell	888 -566	-39%	-$440K	0.08%	373
2025 Q1	$1.2M	Hold	1,454	–	–	0.16%	201
2024 Q4	$1.12M	Sell	1,454 -1,623	-53%	-$1.34M	0.15%	261
2024 Q3	$2.73M	Hold	3,077	–	–	0.34%	60
2024 Q2	$2.79M	Sell	3,077 -1,042	-25%	-$834K	0.38%	51
2024 Q1	$3.2M	Hold	4,119	–	–	0.39%	54
2023 Q4	$2.4M	Hold	4,119	–	–	0.31%	80
2023 Q3	$2.21M	Sell	4,119 -2,402	-37%	-$1.24M	0.32%	75
2023 Q2	$3.06M	Hold	6,521	–	–	0.41%	50
2023 Q1	$2.24M	Hold	6,521	–	–	0.41%	54
2022 Q4	$2.39M	Buy	+6,521	New	+$2.31M	0.46%	40

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

Legato Capital Management's LLY Position: Q2 2026 in Review

Legato Capital Management reduced its Eli Lilly (LLY) stake by 36% in Q2 2026, selling an estimated $1.55M and leaving 2,712 shares worth $3.25M. The position accounts for 0.27% of the portfolio, ranked #112.

Legato Capital Management first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.89M in Q1 2026. 4,631 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Legato Capital Management held 2,712 shares of Eli Lilly worth $3.25M as of Q2 2026.
Legato Capital Management sold 1,517 Eli Lilly shares in Q2 2026, an estimated $1.55M.
Eli Lilly made up 0.27% of Legato Capital Management's portfolio in Q2 2026, its #112 holding.
Legato Capital Management first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
Legato Capital Management's Eli Lilly position peaked at $3.89M in Q1 2026.
4,631 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Legato Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.