Marshall Wace’s Eli Lilly LLY Stock Holding History

Marshall Wace’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	$2.52M	Sell	2,100 -400	-16%	-$409K	﹤0.01%	1731
2026 Q1	$2.3M	Sell	2,500 -13,000	-84%	-$13.2M	﹤0.01%	1707
2025 Q4	$16.7M	Buy	15,500 +3,200	+26%	+$3.06M	0.02%	693
2025 Q3	$9.38M	Buy	12,300 +8,400	+215%	+$6.25M	0.01%	935
2025 Q2	$3.04M	Buy	+3,900	New	+$3.03M	﹤0.01%	1370
2025 Q1	–	Sell	-500	Closed	-$386K	–	2890
2024 Q4	$386K	Sell	500 -2,100	-81%	-$1.74M	﹤0.01%	2141
2024 Q3	$2.3M	Buy	2,600 +2,300	+767%	+$2.07M	﹤0.01%	1314
2024 Q2	$272K	Sell	300 -400	-57%	-$320K	﹤0.01%	2193
2024 Q1	$535K	Sell	700 -200	-22%	-$142K	﹤0.01%	1905
2023 Q4	$525K	Sell	900 -7,200	-89%	-$4.2M	﹤0.01%	1704
2023 Q3	$4.35M	Buy	8,100 +5,600	+224%	+$2.89M	0.01%	927
2023 Q2	$1.17M	Buy	+2,500	New	+$1.05M	﹤0.01%	1644
2021 Q3	–	Sell	-1,900	Closed	-$436K	–	3253
2021 Q2	$436K	Buy	+1,900	New	+$382K	﹤0.01%	2192

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

Marshall Wace's LLY Position: Q2 2026 in Review

Marshall Wace reduced its Eli Lilly (LLY) stake by 42% in Q2 2026, selling an estimated $247M and leaving 334,637 shares worth $401M. The position accounts for 0.32% of the portfolio, ranked #39.

Marshall Wace first reported a position in LLY in Q1 2014 and has held it in 38 quarters since. The position peaked at $1.3B in Q4 2025. 4,626 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Marshall Wace held 334,637 shares of Eli Lilly worth $401M as of Q2 2026.
Marshall Wace sold 241,537 Eli Lilly shares in Q2 2026, an estimated $247M.
Eli Lilly made up 0.32% of Marshall Wace's portfolio in Q2 2026, its #39 holding.
Marshall Wace first reported a position in Eli Lilly in Q1 2014 and has held it in 38 quarters since.
Marshall Wace's Eli Lilly position peaked at $1.3B in Q4 2025.
4,626 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.