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Mendel Money Management’s Eli Lilly LLY Stock Holding History

Mendel Money 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 		$1.79M Sell
1,491
-121
-8% -$124K 0.65% 46
2026
Q1 		$1.48M Sell
1,612
-22
-1% -$22.3K 0.62% 51
2025
Q4 		$1.76M Sell
1,634
-167
-9% -$160K 0.74% 40
2025
Q3 		$1.37M Buy
1,801
+50
+3% +$37.2K 0.58% 51
2025
Q2 		$1.36M Sell
1,751
-102
-6% -$79.3K 0.6% 47
2025
Q1 		$1.53M Sell
1,853
-1
-0.1% -$832 0.73% 43
2024
Q4 		$1.43M Sell
1,854
-2
-0.1% -$1.66K 0.64% 45
2024
Q3 		$1.64M Sell
1,856
-153
-8% -$138K 0.71% 44
2024
Q2 		$1.82M Sell
2,009
-6
-0.3% -$4.8K 0.85% 38
2024
Q1 		$1.57M Sell
2,015
-130
-6% -$92.5K 0.73% 41
2023
Q4 		$1.25M Sell
2,145
-10
-0.5% -$5.84K 0.6% 46
2023
Q3 		$1.16M Hold
2,155
– – 0.62% 45
2023
Q2 		$1.01M Sell
2,155
-130
-6% -$54.5K 0.52% 48
2023
Q1 		$785K Sell
2,285
-25
-1% -$8.43K 0.42% 53
2022
Q4 		$845K Sell
2,310
-40
-2% -$14.2K 0.48% 48
2022
Q3 		$760K Hold
2,350
– – 0.47% 47
2022
Q2 		$762K Sell
2,350
-20
-0.8% -$6K 0.45% 50
2022
Q1 		$679K Buy
+2,370
New +$610K 0.33% 60

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

Mendel Money Management's LLY Position: Q2 2026 in Review

Mendel Money Management reduced its Eli Lilly (LLY) stake by 7.5% in Q2 2026, selling an estimated $124K and leaving 1,491 shares worth $1.79M. The position accounts for 0.65% of the portfolio, ranked #46.

Mendel Money Management first reported a position in LLY in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.82M in Q2 2024. 4,633 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Mendel Money Management held 1,491 shares of Eli Lilly worth $1.79M as of Q2 2026.
  • Mendel Money Management sold 121 Eli Lilly shares in Q2 2026, an estimated $124K.
  • Eli Lilly made up 0.65% of Mendel Money Management's portfolio in Q2 2026, its #46 holding.
  • Mendel Money Management first reported a position in Eli Lilly in Q1 2022 and has held it in 18 quarters since.
  • Mendel Money Management's Eli Lilly position peaked at $1.82M in Q2 2024.
  • 4,633 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Mendel Money Management's 13F filing for Q2 2026, filed 30 Jul 2026.