Marvin & Palmer Associates’s Eli Lilly LLY Stock Holding History

Marvin & Palmer 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	$3.68M	Buy	+3,065	New	+$3.13M	2.31%	20
2022 Q3	–	Sell	-31,700	Closed	-$10.3M	–	38
2022 Q2	$10.3M	Buy	+31,700	New	+$9.52M	5.29%	3
2020 Q3	–	Sell	-28,918	Closed	-$4.75M	–	36
2020 Q2	$4.75M	Buy	+28,918	New	+$4.44M	2.86%	21
2019 Q2	–	Sell	-43,467	Closed	-$5.64M	–	28
2019 Q1	$5.64M	Hold	43,467	–	–	4.39%	8
2018 Q4	$5.03M	Buy	+43,467	New	+$4.86M	4.33%	9

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

Marvin & Palmer Associates's LLY Position: Q2 2026 in Review

Marvin & Palmer Associates opened a new position in Eli Lilly (LLY) in Q2 2026: 3,065 shares worth $3.68M. The stake represents 2.31% of the portfolio and ranks #20 among its holdings. This is a return to the name: Marvin & Palmer Associates previously reported a position in LLY as recently as Q2 2022.

Marvin & Palmer Associates first reported a position in LLY in Q4 2018 and has held it in 5 quarters since. The position peaked at $10.3M in Q2 2022. 4,631 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Marvin & Palmer Associates held 3,065 shares of Eli Lilly worth $3.68M as of Q2 2026.
Eli Lilly was a new Marvin & Palmer Associates position in Q2 2026.
Eli Lilly made up 2.31% of Marvin & Palmer Associates's portfolio in Q2 2026, its #20 holding.
Marvin & Palmer Associates first reported a position in Eli Lilly in Q4 2018 and has held it in 5 quarters since.
Marvin & Palmer Associates's Eli Lilly position peaked at $10.3M in Q2 2022.
4,631 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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