Morton Capital Management’s Eli Lilly LLY Stock Holding History

Morton Capital 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	$1.09M	Sell	905 -572	-39%	-$584K	0.15%	49
2026 Q1	$1.36M	Buy	1,477 +706	+92%	+$716K	0.2%	40
2025 Q4	$829K	Buy	771 +11	+1%	+$10.5K	0.13%	49
2025 Q3	$580K	Sell	760 -110	-13%	-$81.9K	0.1%	66
2025 Q2	$678K	Buy	870 +114	+15%	+$88.6K	0.12%	57
2025 Q1	$625K	Buy	756 +36	+5%	+$30K	0.12%	59
2024 Q4	$556K	Hold	720	–	–	0.1%	65
2024 Q3	$638K	Buy	720 +302	+72%	+$272K	0.13%	58
2024 Q2	$378K	Sell	418 -24	-5%	-$19.2K	0.09%	69
2024 Q1	$344K	Buy	442 +20	+5%	+$14.2K	0.09%	71
2023 Q4	$246K	Buy	422 +22	+6%	+$12.8K	0.07%	86
2023 Q3	$215K	Sell	400 -39	-9%	-$20.1K	0.08%	85
2023 Q2	$206K	Buy	+439	New	+$184K	0.07%	89

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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) 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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Morton Capital Management's LLY Position: Q2 2026 in Review

Morton Capital Management reduced its Eli Lilly (LLY) stake by 39% in Q2 2026, selling an estimated $584K and leaving 905 shares worth $1.09M. The position accounts for 0.15% of the portfolio, ranked #49.

Morton Capital Management first reported a position in LLY in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.36M in Q1 2026. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Morton Capital Management held 905 shares of Eli Lilly worth $1.09M as of Q2 2026.
Morton Capital Management sold 572 Eli Lilly shares in Q2 2026, an estimated $584K.
Eli Lilly made up 0.15% of Morton Capital Management's portfolio in Q2 2026, its #49 holding.
Morton Capital Management first reported a position in Eli Lilly in Q2 2023 and has held it in 13 quarters since.
Morton Capital Management's Eli Lilly position peaked at $1.36M in Q1 2026.
1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.