Mount Vernon Associates’s Eli Lilly LLY Stock Holding History

Mount Vernon Associates’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	$1.1M	Buy	920 +30	+3%	+$30.7K	0.72%	33
2026 Q1	$819K	Hold	890	–	–	0.58%	35
2025 Q4	$956K	Hold	890	–	–	0.64%	32
2025 Q3	$679K	Sell	890 -50	-5%	-$37.2K	0.47%	35
2025 Q2	$733K	Hold	940	–	–	0.53%	34
2025 Q1	$776K	Hold	940	–	–	0.63%	33
2024 Q4	$726K	Hold	940	–	–	0.57%	34
2024 Q3	$833K	Buy	940 +400	+74%	+$360K	0.66%	34
2024 Q2	$489K	Sell	540 -550	-50%	-$440K	0.43%	39
2024 Q1	$848K	Sell	1,090 -30	-3%	-$21.4K	0.72%	34
2023 Q4	$653K	Hold	1,120	–	–	0.64%	34
2023 Q3	$602K	Sell	1,120 -10	-0.9%	-$5.15K	0.67%	34
2023 Q2	$530K	Sell	1,130 -24	-2%	-$10.1K	0.56%	35
2023 Q1	$396K	Hold	1,154	–	–	0.47%	36
2022 Q4	$422K	Hold	1,154	–	–	0.54%	37
2022 Q3	$373K	Hold	1,154	–	–	0.49%	38
2022 Q2	$374K	Hold	1,154	–	–	0.46%	39
2022 Q1	$330K	Hold	1,154	–	–	0.32%	44
2021 Q4	$319K	Hold	1,154	–	–	0.28%	44
2021 Q3	$267K	Sell	1,154 -170	-13%	-$42K	0.24%	46
2021 Q2	$304K	Hold	1,324	–	–	0.28%	45
2021 Q1	$247K	Hold	1,324	–	–	0.24%	46
2020 Q4	$224K	Buy	+1,324	New	+$198K	0.24%	48
2020 Q3	–	Sell	-1,324	Closed	-$217K	–	55
2020 Q2	$217K	Sell	1,324 -500	-27%	-$76.8K	0.28%	44
2020 Q1	$253K	Hold	1,824	–	–	0.42%	39
2019 Q4	$240K	Hold	1,824	–	–	0.33%	43
2019 Q3	$204K	Hold	1,824	–	–	0.31%	45
2019 Q2	$202K	Hold	1,824	–	–	0.3%	46
2019 Q1	$237K	Hold	1,824	–	–	0.36%	47
2018 Q4	$211K	Buy	+1,824	New	+$204K	0.37%	45

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

Mount Vernon Associates's LLY Position: Q2 2026 in Review

Mount Vernon Associates increased its Eli Lilly (LLY) stake by 3.4% in Q2 2026, buying an estimated $30.7K and bringing the position to 920 shares worth $1.1M. The position accounts for 0.72% of the portfolio, ranked #33.

Mount Vernon Associates first reported a position in LLY in Q4 2018 and has held it in 30 quarters since. 1,692 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Mount Vernon Associates held 920 shares of Eli Lilly worth $1.1M as of Q2 2026.
Mount Vernon Associates bought 30 Eli Lilly shares in Q2 2026, an estimated $30.7K.
Eli Lilly made up 0.72% of Mount Vernon Associates's portfolio in Q2 2026, its #33 holding.
Mount Vernon Associates first reported a position in Eli Lilly in Q4 2018 and has held it in 30 quarters since.
1,692 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Mount Vernon Associates's 13F filing for Q2 2026, filed 24 Jul 2026.