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Milestone Asset Management’s Eli Lilly LLY Stock Holding History

Milestone Asset 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 		$7.7M Buy
6,415
+1,316
+26% +$1.34M 1.21% 14
2026
Q1 		$4.69M Buy
5,099
+4,342
+574% +$4.4M 0.86% 32
2025
Q4 		$814K Buy
757
+265
+54% +$253K 0.15% 121
2025
Q3 		$375K Sell
492
-8
-2% -$5.95K 0.07% 176
2025
Q2 		$390K Sell
500
-435
-47% -$338K 0.08% 161
2025
Q1 		$773K Sell
935
-10
-1% -$8.32K 0.16% 107
2024
Q4 		$730K Sell
945
-293
-24% -$243K 0.16% 132
2024
Q3 		$1.1M Buy
1,238
+61
+5% +$54.8K 0.25% 83
2024
Q2 		$1.07M Sell
1,177
-286
-20% -$229K 0.27% 79
2024
Q1 		$1.14M Buy
1,463
+681
+87% +$485K 0.33% 69
2023
Q4 		$456K Buy
782
+23
+3% +$13.4K 0.15% 40
2023
Q3 		$409K Buy
759
+30
+4% +$15.5K 0.14% 45
2023
Q2 		$342K Hold
729
– – 0.15% 43
2023
Q1 		$250K Hold
729
– – 0.14% 61
2022
Q4 		$249K Buy
+729
New +$258K 0.15% 57

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

Milestone Asset Management's LLY Position: Q2 2026 in Review

Milestone Asset Management increased its Eli Lilly (LLY) stake by 26% in Q2 2026, buying an estimated $1.34M and bringing the position to 6,415 shares worth $7.7M. The position accounts for 1.21% of the portfolio, ranked #14.

Milestone Asset Management first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. 4,618 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Milestone Asset Management held 6,415 shares of Eli Lilly worth $7.7M as of Q2 2026.
  • Milestone Asset Management bought 1,316 Eli Lilly shares in Q2 2026, an estimated $1.34M.
  • Eli Lilly made up 1.21% of Milestone Asset Management's portfolio in Q2 2026, its #14 holding.
  • Milestone Asset Management first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
  • 4,618 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.