MAI Capital Management’s Eli Lilly LLY Stock Holding History

MAI 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	–	Hold	0	–	–	–	1060
2026 Q1	–	Hold	0	–	–	–	1059
2025 Q4	–	Hold	0	–	–	–	935
2025 Q3	–	Hold	0	–	–	–	1221
2025 Q2	–	Hold	0	–	–	–	1293
2025 Q1	–	Hold	0	–	–	–	1192
2024 Q4	–	Hold	0	–	–	–	1242
2022 Q3	–	Sell	-1,300	Closed	-$421K	–	998
2022 Q2	$421K	Hold	1,300	–	–	0.01%	588
2022 Q1	$372K	Buy	+1,300	New	+$335K	0.01%	639
2021 Q3	–	Sell	-500	Closed	-$115K	–	835
2021 Q2	$115K	Hold	500	–	–	﹤0.01%	723
2021 Q1	$93K	Buy	+500	New	+$97.8K	﹤0.01%	694

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

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

MAI Capital Management increased its Eli Lilly (LLY) stake by 33% in Q2 2026, buying an estimated $31.9M and bringing the position to 127,320 shares worth $153M. The position accounts for 0.57% of the portfolio, ranked #36.

MAI Capital Management first reported a position in LLY in Q2 2013 and has held it in 52 quarters since. 4,626 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

MAI Capital Management held 127,320 shares of Eli Lilly worth $153M as of Q2 2026.
MAI Capital Management bought 31,231 Eli Lilly shares in Q2 2026, an estimated $31.9M.
Eli Lilly made up 0.57% of MAI Capital Management's portfolio in Q2 2026, its #36 holding.
MAI Capital Management first reported a position in Eli Lilly in Q2 2013 and has held it in 52 quarters since.
4,626 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.