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Lodestar Private Asset Management’s Eli Lilly LLY Stock Holding History

Lodestar Private Asset 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 		$1.06M Sell
881
-75
-8% -$76.6K 0.09% 108
2026
Q1 		$879K Sell
956
-62
-6% -$62.9K 0.09% 111
2025
Q4 		$1.09M Hold
1,018
– – 0.11% 96
2025
Q3 		$777K Buy
1,018
+254
+33% +$189K 0.08% 119
2025
Q2 		$595K Sell
764
-48
-6% -$37.3K 0.07% 130
2025
Q1 		$670K Sell
812
-22
-3% -$18.3K 0.08% 120
2024
Q4 		$644K Sell
834
-169
-17% -$140K 0.08% 124
2024
Q3 		$888K Buy
1,003
+150
+18% +$135K 0.11% 107
2024
Q2 		$772K Sell
853
-1
-0.1% -$800 0.11% 108
2024
Q1 		$664K Buy
854
+85
+11% +$60.5K 0.09% 119
2023
Q4 		$448K Sell
769
-42
-5% -$24.5K 0.07% 132
2023
Q3 		$435K Buy
811
+17
+2% +$8.76K 0.07% 129
2023
Q2 		$372K Buy
794
+88
+12% +$36.9K 0.06% 146
2023
Q1 		$243K Buy
706
+1
+0.1% +$337 0.04% 174
2022
Q4 		$258K Buy
+705
New +$250K 0.05% 169

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

Lodestar Private Asset Management's LLY Position: Q2 2026 in Review

Lodestar Private Asset Management reduced its Eli Lilly (LLY) stake by 7.8% in Q2 2026, selling an estimated $76.6K and leaving 881 shares worth $1.06M. The position accounts for 0.09% of the portfolio, ranked #108.

Lodestar Private Asset Management first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.09M in Q4 2025. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Lodestar Private Asset Management held 881 shares of Eli Lilly worth $1.06M as of Q2 2026.
  • Lodestar Private Asset Management sold 75 Eli Lilly shares in Q2 2026, an estimated $76.6K.
  • Eli Lilly made up 0.09% of Lodestar Private Asset Management's portfolio in Q2 2026, its #108 holding.
  • Lodestar Private Asset Management first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
  • Lodestar Private Asset Management's Eli Lilly position peaked at $1.09M in Q4 2025.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.