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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
– – – 738
2026
Q1 		– Hold
0
– – – 642
2025
Q4 		– Hold
0
– – – 580
2025
Q3 		– Hold
0
– – – 635
2025
Q2 		– Hold
0
– – – 369
2025
Q1 		– Hold
0
– – – 330
2024
Q4 		– Sell
-4,400
Closed -$3.64M – 340
2024
Q3 		$3.9M Hold
4,400
– – 0.04% 289
2024
Q2 		$3.98M Sell
4,400
-400
-8% -$320K 0.04% 291
2024
Q1 		$3.73M Buy
4,800
+2,700
+129% +$1.92M 0.04% 292
2023
Q4 		$1.22M Hold
2,100
– – 0.02% 420
2023
Q3 		$1.13M Hold
2,100
– – 0.02% 407
2023
Q2 		$985K Hold
2,100
– – 0.01% 438
2023
Q1 		$721K Hold
2,100
– – 0.01% 517
2022
Q4 		$768K Sell
2,100
-100
-5% -$35.5K 0.01% 481
2022
Q3 		$711K Hold
2,200
– – 0.01% 455
2022
Q2 		$713K Buy
+2,200
New +$660K 0.01% 457

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

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.