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M. Kulyk & Associates’s Eli Lilly LLY Stock Holding History

M. Kulyk & Associates’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 		$9.53M Buy
7,945
+4,775
+151% +$4.88M 1.55% 23
2026
Q1 		$2.92M Buy
3,170
+2,948
+1,328% +$2.99M 0.54% 43
2025
Q4 		$239K Buy
+222
New +$212K 0.05% 96
2024
Q4 		– Sell
-333
Closed -$295K – 113
2024
Q3 		$295K Buy
333
+2
+0.6% +$1.8K 0.06% 91
2024
Q2 		$300K Sell
331
-120
-27% -$96K 0.07% 87
2024
Q1 		$351K Sell
451
-2
-0.4% -$1.42K 0.08% 79
2023
Q4 		$264K Sell
453
-5
-1% -$2.92K 0.06% 91
2023
Q3 		$246K Buy
458
+7
+2% +$3.61K 0.07% 86
2023
Q2 		$212K Buy
+451
New +$189K 0.06% 106
2022
Q4 		– Sell
-969
Closed -$313K – 103
2022
Q3 		$313K Sell
969
-316
-25% -$100K 0.11% 80
2022
Q2 		$417K Hold
1,285
– – 0.13% 71
2022
Q1 		$368K Buy
1,285
+25
+2% +$6.43K 0.1% 77
2021
Q4 		$348K Buy
+1,260
New +$319K 0.09% 69

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

M. Kulyk & Associates's LLY Position: Q2 2026 in Review

M. Kulyk & Associates increased its Eli Lilly (LLY) stake by 151% in Q2 2026, buying an estimated $4.88M and bringing the position to 7,945 shares worth $9.53M. The position accounts for 1.55% of the portfolio, ranked #23.

M. Kulyk & Associates first reported a position in LLY in Q4 2021 and has held it in 13 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • M. Kulyk & Associates held 7,945 shares of Eli Lilly worth $9.53M as of Q2 2026.
  • M. Kulyk & Associates bought 4,775 Eli Lilly shares in Q2 2026, an estimated $4.88M.
  • Eli Lilly made up 1.55% of M. Kulyk & Associates's portfolio in Q2 2026, its #23 holding.
  • M. Kulyk & Associates first reported a position in Eli Lilly in Q4 2021 and has held it in 13 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on M. Kulyk & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.