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Merrion Investment Management’s Eli Lilly LLY Stock Holding History

Merrion Investment 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 		$1.86M Buy
1,550
+450
+41% +$460K 0.88% 25
2026
Q1 		$1.01M Hold
1,100
– – 0.54% 45
2025
Q4 		$1.18M Hold
1,100
– – 0.64% 39
2025
Q3 		$839K Sell
1,100
-200
-15% -$149K 0.48% 41
2025
Q2 		$1.01M Sell
1,300
-200
-13% -$155K 0.66% 36
2025
Q1 		$1.24M Sell
1,500
-100
-6% -$83.2K 0.89% 28
2024
Q4 		$1.24M Sell
1,600
-350
-18% -$290K 0.86% 25
2024
Q3 		$1.73M Sell
1,950
-50
-3% -$45K 1.14% 21
2024
Q2 		$1.81M Sell
2,000
-200
-9% -$160K 1.24% 21
2024
Q1 		$1.71M Hold
2,200
– – 1.22% 19
2023
Q4 		$1.28M Hold
2,200
– – 1.01% 23
2023
Q3 		$1.18M Hold
2,200
– – 1.02% 21
2023
Q2 		$1.03M Hold
2,200
– – 0.87% 23
2023
Q1 		$756K Hold
2,200
– – 0.72% 29
2022
Q4 		$805K Sell
2,200
-500
-19% -$177K 0.75% 31
2022
Q3 		$873K Hold
2,700
– – 0.86% 25
2022
Q2 		$875K Buy
2,700
+200
+8% +$60K 0.85% 28
2022
Q1 		$715K Hold
2,500
– – 0.52% 39
2021
Q4 		$690K Buy
2,500
+500
+25% +$127K 0.51% 41
2021
Q3 		$462K Hold
2,000
– – 0.35% 54
2021
Q2 		$459K Buy
+2,000
New +$402K 0.35% 56

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Merrion Investment Management's LLY Position: Q2 2026 in Review

Merrion Investment Management increased its Eli Lilly (LLY) stake by 41% in Q2 2026, buying an estimated $460K and bringing the position to 1,550 shares worth $1.86M. The position accounts for 0.88% of the portfolio, ranked #25.

Merrion Investment Management first reported a position in LLY in Q2 2021 and has held it in 21 quarters since. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Merrion Investment Management held 1,550 shares of Eli Lilly worth $1.86M as of Q2 2026.
  • Merrion Investment Management bought 450 Eli Lilly shares in Q2 2026, an estimated $460K.
  • Eli Lilly made up 0.88% of Merrion Investment Management's portfolio in Q2 2026, its #25 holding.
  • Merrion Investment Management first reported a position in Eli Lilly in Q2 2021 and has held it in 21 quarters since.
  • 1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Merrion Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.