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Narwhal Capital Management’s Eli Lilly LLY Stock Holding History

Narwhal 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 		$24.5M Sell
20,444
-1,040
-5% -$1.06M 1.69% 13
2026
Q1 		$19.8M Buy
21,484
+550
+3% +$558K 1.46% 16
2025
Q4 		$22.5M Sell
20,934
-2,288
-10% -$2.19M 1.63% 12
2025
Q3 		$17.7M Sell
23,222
-2,154
-8% -$1.6M 1.31% 19
2025
Q2 		$19.8M Buy
25,376
+3,845
+18% +$2.99M 1.59% 14
2025
Q1 		$17.8M Sell
21,531
-925
-4% -$770K 1.58% 15
2024
Q4 		$17.3M Buy
22,456
+1,053
+5% +$872K 1.53% 15
2024
Q3 		$19M Buy
21,403
+3,407
+19% +$3.06M 1.71% 13
2024
Q2 		$16.3M Buy
17,996
+1,821
+11% +$1.46M 1.54% 17
2024
Q1 		$12.6M Sell
16,175
-2,764
-15% -$1.97M 1.23% 21
2023
Q4 		$11M Sell
18,939
-632
-3% -$369K 1.21% 21
2023
Q3 		$10.5M Sell
19,571
-2,500
-11% -$1.29M 1.28% 21
2023
Q2 		$10.4M Sell
22,071
-3,935
-15% -$1.65M 1.22% 23
2023
Q1 		$8.93M Buy
26,006
+5,675
+28% +$1.91M 1.12% 29
2022
Q4 		$7.44M Buy
20,331
+3,133
+18% +$1.11M 0.99% 34
2022
Q3 		$5.56M Buy
17,198
+16,340
+1,904% +$5.18M 0.81% 39
2022
Q2 		$278K Hold
858
– – 0.04% 131
2022
Q1 		$246K Sell
858
-230
-21% -$59.2K 0.03% 133
2021
Q4 		$301K Sell
1,088
-154
-12% -$39K 0.03% 129
2021
Q3 		$287K Hold
1,242
– – 0.04% 131
2021
Q2 		$285K Buy
+1,242
New +$249K 0.04% 133
2014
Q1 		– Sell
-10,500
Closed -$535K – 142
2013
Q4 		$535K Sell
10,500
-1,000
-9% -$50.1K 0.22% 113
2013
Q3 		$579K Buy
11,500
+1,000
+10% +$52.4K 0.28% 107
2013
Q2 		$516K Buy
+10,500
New +$571K 0.25% 108

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

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

Narwhal Capital Management reduced its Eli Lilly (LLY) stake by 4.8% in Q2 2026, selling an estimated $1.06M and leaving 20,444 shares worth $24.5M. The position accounts for 1.69% of the portfolio, ranked #13.

Narwhal Capital Management first reported a position in LLY in Q2 2013 and has held it in 24 quarters since. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Narwhal Capital Management held 20,444 shares of Eli Lilly worth $24.5M as of Q2 2026.
  • Narwhal Capital Management sold 1,040 Eli Lilly shares in Q2 2026, an estimated $1.06M.
  • Eli Lilly made up 1.69% of Narwhal Capital Management's portfolio in Q2 2026, its #13 holding.
  • Narwhal Capital Management first reported a position in Eli Lilly in Q2 2013 and has held it in 24 quarters since.
  • 1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Narwhal Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.