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Marsico Capital Management’s Eli Lilly LLY Stock Holding History

Marsico 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 		$110M Buy
+91,428
New +$93.4M 2.86% 14
2026
Q1 		– Sell
-8,685
Closed -$9.33M – 72
2025
Q4 		$9.33M Buy
+8,685
New +$8.3M 0.26% 56
2024
Q4 		– Sell
-181,667
Closed -$161M – 70
2024
Q3 		$161M Sell
181,667
-4,118
-2% -$3.7M 4.5% 6
2024
Q2 		$168M Sell
185,785
-13,006
-7% -$10.4M 5.03% 7
2024
Q1 		$155M Sell
198,791
-4,509
-2% -$3.21M 5.08% 5
2023
Q4 		$119M Sell
203,300
-9,507
-4% -$5.55M 4.64% 7
2023
Q3 		$114M Buy
212,807
+2,387
+1% +$1.23M 4.9% 6
2023
Q2 		$98.7M Sell
210,420
-5,867
-3% -$2.46M 3.93% 9
2023
Q1 		$74.3M Sell
216,287
-2,219
-1% -$748K 3.48% 9
2022
Q4 		$79.9M Buy
218,506
+11,406
+6% +$4.04M 4.13% 4
2022
Q3 		$67M Sell
207,100
-38,916
-16% -$12.3M 3.6% 9
2022
Q2 		$79.8M Buy
+246,016
New +$73.8M 3.89% 8
2019
Q2 		– Sell
-244,995
Closed -$31.8M – 88
2019
Q1 		$31.8M Sell
244,995
-55,901
-19% -$6.8M 1.15% 22
2018
Q4 		$34.8M Buy
+300,896
New +$33.6M 1.47% 20
2016
Q3 		– Sell
-247,728
Closed -$19.5M – 96
2016
Q2 		$19.5M Sell
247,728
-35,595
-13% -$2.68M 0.68% 27
2016
Q1 		$20.4M Sell
283,323
-333,598
-54% -$25.2M 0.6% 28
2015
Q4 		$52M Sell
616,921
-406,365
-40% -$33.7M 0.92% 24
2015
Q3 		$85.6M Buy
1,023,286
+753,786
+280% +$63.6M 0.89% 31
2015
Q2 		$22.5M Buy
+269,500
New +$20.5M 0.2% 61

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

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

Marsico Capital Management opened a new position in Eli Lilly (LLY) in Q2 2026: 91,428 shares worth $110M. The stake represents 2.86% of the portfolio and ranks #14 among its holdings. This is a return to the name: Marsico Capital Management previously reported a position in LLY as recently as Q4 2025.

Marsico Capital Management first reported a position in LLY in Q2 2015 and has held it in 19 quarters since. The position peaked at $168M in Q2 2024. 4,618 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Marsico Capital Management held 91,428 shares of Eli Lilly worth $110M as of Q2 2026.
  • Eli Lilly was a new Marsico Capital Management position in Q2 2026.
  • Eli Lilly made up 2.86% of Marsico Capital Management's portfolio in Q2 2026, its #14 holding.
  • Marsico Capital Management first reported a position in Eli Lilly in Q2 2015 and has held it in 19 quarters since.
  • Marsico Capital Management's Eli Lilly position peaked at $168M in Q2 2024.
  • 4,618 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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