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LVM Capital Management’s Eli Lilly LLY Stock Holding History

LVM 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 		$60.6M Sell
50,521
-173
-0.3% -$177K 5.07% 4
2026
Q1 		$46.6M Sell
50,694
-503
-1% -$510K 4.4% 4
2025
Q4 		$55M Sell
51,197
-343
-0.7% -$328K 5.11% 4
2025
Q3 		$39.3M Buy
51,540
+784
+2% +$583K 3.78% 4
2025
Q2 		$39.6M Buy
50,756
+1,186
+2% +$922K 4.1% 4
2025
Q1 		$40.9M Buy
49,570
+1,008
+2% +$839K 4.56% 4
2024
Q4 		$37.5M Buy
48,562
+11,534
+31% +$9.55M 4.03% 4
2024
Q3 		$33.5M Hold
37,028
– – 3.81% 4
2024
Q2 		$33.5M Sell
37,028
-805
-2% -$644K 3.81% 4
2024
Q1 		$29.4M Sell
37,833
-70
-0.2% -$49.8K 3.48% 5
2023
Q4 		$22.1M Buy
37,903
+1,270
+3% +$741K 2.83% 8
2023
Q3 		$19.7M Sell
36,633
-245
-0.7% -$126K 2.77% 9
2023
Q2 		$17.3M Sell
36,878
-400
-1% -$168K 2.31% 12
2023
Q1 		$12.8M Sell
37,278
-19
-0.1% -$6.41K 1.78% 17
2022
Q4 		$13.6M Sell
37,297
-730
-2% -$259K 1.98% 15
2022
Q3 		$12.3M Buy
38,027
+77
+0.2% +$24.4K 1.88% 18
2022
Q2 		$12.3M Sell
37,950
-2,988
-7% -$897K 1.78% 21
2022
Q1 		$11.7M Buy
40,938
+2,592
+7% +$667K 1.55% 25
2021
Q4 		$10.6M Sell
38,346
-500
-1% -$127K 1.41% 25
2021
Q3 		$8.97M Buy
38,846
+15
+0% +$3.7K 1.35% 27
2021
Q2 		$8.91M Sell
38,831
-905
-2% -$182K 1.36% 28
2021
Q1 		$7.42M Sell
39,736
-438
-1% -$85.7K 1.2% 29
2020
Q4 		$6.78M Sell
40,174
-235
-0.6% -$35.1K 1.14% 32
2020
Q3 		$5.98M Sell
40,409
-110
-0.3% -$17K 1.16% 30
2020
Q2 		$6.65M Sell
40,519
-295
-0.7% -$45.3K 1.36% 28
2020
Q1 		$5.66M Hold
40,814
– – 1.4% 26
2019
Q4 		$5.36M Buy
40,814
+175
+0.4% +$20.3K 1.06% 31
2019
Q3 		$4.54M Sell
40,639
-100
-0.2% -$11.1K 0.97% 31
2019
Q2 		$4.51M Sell
40,739
-600
-1% -$70.7K 1.03% 30
2019
Q1 		$5.36M Hold
41,339
– – 1.23% 29
2018
Q4 		$4.78M Sell
41,339
-460
-1% -$51.4K 1.25% 27
2018
Q3 		$4.49M Sell
41,799
-444
-1% -$44.4K 1.02% 30
2018
Q2 		$3.6M Sell
42,243
-1,300
-3% -$107K 0.87% 34
2018
Q1 		$3.37M Sell
43,543
-915
-2% -$73.7K 0.78% 35
2017
Q4 		$3.75M Sell
44,458
-600
-1% -$51.1K 0.85% 35
2017
Q3 		$3.85M Sell
45,058
-1,166
-3% -$95.6K 0.92% 32
2017
Q2 		$3.8M Sell
46,224
-906
-2% -$73.9K 0.97% 31
2017
Q1 		$3.96M Sell
47,130
-125
-0.3% -$10K 1.02% 31
2016
Q4 		$3.48M Sell
47,255
-16,010
-25% -$1.19M 0.96% 31
2016
Q3 		$3.93M Buy
63,265
+15,326
+32% +$1.23M 1.27% 27
2016
Q2 		$3.77M Sell
47,939
-1,393
-3% -$105K 1.09% 29
2016
Q1 		$3.55M Sell
49,332
-3,500
-7% -$265K 1.13% 26
2015
Q4 		$4.45M Sell
52,832
-800
-1% -$66.4K 1.57% 25
2015
Q3 		$4.49M Sell
53,632
-750
-1% -$63.3K 1.62% 27
2015
Q2 		$4.54M Sell
54,382
-100
-0.2% -$7.62K 1.51% 26
2015
Q1 		$3.96M Sell
54,482
-6,694
-11% -$477K 1.33% 29
2014
Q4 		$4.22M Sell
61,176
-1,502
-2% -$101K 1.4% 26
2014
Q3 		$4.07M Sell
62,678
-587
-0.9% -$37.2K 1.34% 27
2014
Q2 		$3.93M Sell
63,265
-2,188
-3% -$131K 1.27% 27
2014
Q1 		$3.85M Sell
65,453
-3,724
-5% -$208K 1.34% 26
2013
Q4 		$3.53M Sell
69,177
-3,237
-4% -$162K 1.25% 28
2013
Q3 		$3.65M Sell
72,414
-3,300
-4% -$173K 1.37% 29
2013
Q2 		$3.72M Buy
+75,714
New +$4.12M 1.48% 28

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

LVM Capital Management reduced its Eli Lilly (LLY) stake by 0.34% in Q2 2026, selling an estimated $177K and leaving 50,521 shares worth $60.6M. The position accounts for 5.07% of the portfolio, ranked #4.

LVM Capital Management first reported a position in LLY in Q2 2013 and has held it in 53 quarters since. 2,247 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • LVM Capital Management held 50,521 shares of Eli Lilly worth $60.6M as of Q2 2026.
  • LVM Capital Management sold 173 Eli Lilly shares in Q2 2026, an estimated $177K.
  • Eli Lilly made up 5.07% of LVM Capital Management's portfolio in Q2 2026, its #4 holding.
  • LVM Capital Management first reported a position in Eli Lilly in Q2 2013 and has held it in 53 quarters since.
  • 2,247 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.