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Matthew 25 Management Corp’s Eli Lilly LLY Stock Holding History

Matthew 25 Management Corp’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 		$29.4M Sell
24,500
-3,000
-11% -$3.07M 8.51% 3
2026
Q1 		$25.3M Buy
27,500
+2,000
+8% +$2.03M 8.4% 3
2025
Q4 		$27.4M Buy
25,500
+10,000
+65% +$9.56M 8.38% 4
2025
Q3 		$11.8M Buy
15,500
+8,250
+114% +$6.14M 3.64% 13
2025
Q2 		$5.65M Buy
+7,250
New +$5.63M 1.82% 17

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

Matthew 25 Management Corp's LLY Position: Q2 2026 in Review

Matthew 25 Management Corp reduced its Eli Lilly (LLY) stake by 11% in Q2 2026, selling an estimated $3.07M and leaving 24,500 shares worth $29.4M. The position accounts for 8.51% of the portfolio, ranked #3.

Matthew 25 Management Corp first reported a position in LLY in Q2 2025 and has held it in 5 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Matthew 25 Management Corp held 24,500 shares of Eli Lilly worth $29.4M as of Q2 2026.
  • Matthew 25 Management Corp sold 3,000 Eli Lilly shares in Q2 2026, an estimated $3.07M.
  • Eli Lilly made up 8.51% of Matthew 25 Management Corp's portfolio in Q2 2026, its #3 holding.
  • Matthew 25 Management Corp first reported a position in Eli Lilly in Q2 2025 and has held it in 5 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Matthew 25 Management Corp's 13F filing for Q2 2026, filed 14 Aug 2026.