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McAdam LLC’s Eli Lilly LLY Stock Holding History

McAdam LLC’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 		$4.97M Buy
4,144
+223
+6% +$228K 0.19% 59
2026
Q1 		$3.61M Buy
3,921
+331
+9% +$336K 0.16% 79
2025
Q4 		$3.86M Buy
3,590
+69
+2% +$66K 0.18% 71
2025
Q3 		$2.69M Buy
3,521
+264
+8% +$196K 0.13% 85
2025
Q2 		$2.54M Buy
3,257
+2
+0.1% +$1.55K 0.14% 79
2025
Q1 		$2.69M Sell
3,255
-122
-4% -$102K 0.17% 76
2024
Q4 		$2.61M Buy
3,377
+227
+7% +$188K 0.14% 81
2024
Q3 		$2.79M Buy
3,150
+181
+6% +$163K 0.16% 77
2024
Q2 		$2.69M Buy
2,969
+523
+21% +$418K 0.16% 73
2024
Q1 		$1.9M Buy
2,446
+856
+54% +$609K 0.12% 85
2023
Q4 		$927K Buy
1,590
+84
+6% +$49K 0.07% 120
2023
Q3 		$809K Buy
1,506
+188
+14% +$96.9K 0.07% 124
2023
Q2 		$618K Buy
1,318
+390
+42% +$164K 0.05% 138
2023
Q1 		$319K Sell
928
-23
-2% -$7.76K 0.03% 193
2022
Q4 		$263K Buy
951
+72
+8% +$25.5K 0.03% 157
2022
Q3 		$284K Buy
879
+25
+3% +$7.92K 0.03% 172
2022
Q2 		$277K Sell
854
-26
-3% -$7.8K 0.03% 184
2022
Q1 		$252K Sell
880
-71
-7% -$18.3K 0.02% 178
2021
Q4 		$263K Buy
951
+31
+3% +$7.86K 0.03% 157
2021
Q3 		$213K Buy
920
+31
+3% +$7.65K 0.02% 166
2021
Q2 		$218K Buy
+889
New +$179K 0.02% 159
2018
Q4 		– Sell
-174
Closed -$19K – 376
2018
Q3 		$19K Hold
174
– – 0.01% 264
2018
Q2 		$15K Hold
174
– – 0.01% 286
2018
Q1 		$13K Buy
+174
New +$14K 0.01% 303

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

McAdam LLC's LLY Position: Q2 2026 in Review

McAdam LLC increased its Eli Lilly (LLY) stake by 5.7% in Q2 2026, buying an estimated $228K and bringing the position to 4,144 shares worth $4.97M. The position accounts for 0.19% of the portfolio, ranked #59.

McAdam LLC first reported a position in LLY in Q1 2018 and has held it in 24 quarters since. 4,618 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • McAdam LLC held 4,144 shares of Eli Lilly worth $4.97M as of Q2 2026.
  • McAdam LLC bought 223 Eli Lilly shares in Q2 2026, an estimated $228K.
  • Eli Lilly made up 0.19% of McAdam LLC's portfolio in Q2 2026, its #59 holding.
  • McAdam LLC first reported a position in Eli Lilly in Q1 2018 and has held it in 24 quarters since.
  • 4,618 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.