LGL Partners’s Eli Lilly LLY Stock Holding History

LGL Partners’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	–	Sell	-1,293	Closed	-$1.19M	–	66
2026 Q1	$1.19M	Buy	+1,293	New	+$1.31M	0.49%	22
2025 Q1	–	Sell	-2,027	Closed	-$1.56M	–	88
2024 Q4	$1.56M	Buy	2,027 +22	+1%	+$18.2K	0.23%	37
2024 Q3	$1.78M	Buy	2,005 +20	+1%	+$18K	0.25%	32
2024 Q2	$1.8M	Buy	1,985 +5	+0.3%	+$4K	0.26%	32
2024 Q1	$1.54M	Sell	1,980 -277	-12%	-$197K	0.26%	35
2023 Q4	$1.32M	Hold	2,257	–	–	0.18%	39
2023 Q3	$1.21M	Hold	2,257	–	–	0.21%	39
2023 Q2	$1.06M	Hold	2,257	–	–	0.18%	40
2023 Q1	$775K	Hold	2,257	–	–	0.13%	41
2022 Q4	$826K	Hold	2,257	–	–	0.15%	38
2022 Q3	$730K	Hold	2,257	–	–	0.15%	40
2022 Q2	$732K	Hold	2,257	–	–	0.12%	42
2022 Q1	$646K	Hold	2,257	–	–	0.09%	51
2021 Q4	$623K	Hold	2,257	–	–	0.07%	56
2021 Q3	$521K	Hold	2,257	–	–	0.32%	45
2021 Q2	$518K	Hold	2,257	–	–	0.31%	45
2021 Q1	$422K	Hold	2,257	–	–	0.24%	53
2020 Q4	$381K	Hold	2,257	–	–	0.22%	58
2020 Q3	$334K	Hold	2,257	–	–	0.2%	67
2020 Q2	$371K	Hold	2,257	–	–	0.23%	60
2020 Q1	$313K	Hold	2,257	–	–	0.21%	59
2019 Q4	$297K	Hold	2,257	–	–	0.1%	79
2019 Q3	$252K	Hold	2,257	–	–	0.1%	92
2019 Q2	$250K	Hold	2,257	–	–	0.1%	95
2019 Q1	$293K	Buy	+2,257	New	+$274K	0.11%	84

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

LGL Partners's LLY Position: Q2 2026 in Review

LGL Partners sold out of Eli Lilly (LLY) in Q2 2026, closing a stake of 1,293 shares — an estimated $1.19M sold.

LGL Partners first reported a position in LLY in Q1 2019 and held it in 25 quarters. The position peaked at $1.8M in Q2 2024. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

LGL Partners reported no remaining Eli Lilly position as of Q2 2026 after selling out during the quarter.
LGL Partners sold 1,293 Eli Lilly shares in Q2 2026, an estimated $1.19M.
LGL Partners first reported a position in Eli Lilly in Q1 2019 and held it in 25 quarters.
LGL Partners's Eli Lilly position peaked at $1.8M in Q2 2024.
4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on LGL Partners's 13F filing for Q2 2026, filed 27 Jul 2026.