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Nvest Financial’s Eli Lilly LLY Stock Holding History

Nvest Financial’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 		$5.69M Buy
4,745
+2,450
+107% +$2.5M 1.8% 18
2026
Q1 		$2.11M Buy
2,295
+4
+0.2% +$4.05K 0.79% 36
2025
Q4 		$2.46M Buy
2,291
+49
+2% +$46.9K 1.02% 26
2025
Q3 		$1.71M Sell
2,242
-32
-1% -$23.8K 0.98% 27
2025
Q2 		$1.77M Buy
2,274
+13
+0.6% +$10.1K 0.92% 35
2025
Q1 		$1.87M Sell
2,261
-25
-1% -$20.8K 1% 32
2024
Q4 		$1.76M Buy
2,286
+758
+50% +$628K 0.9% 34
2024
Q3 		$1.35M Hold
1,528
– – 0.77% 40
2024
Q2 		$1.38M Sell
1,528
-12
-0.8% -$9.6K 0.85% 37
2024
Q1 		$1.2M Sell
1,540
-4
-0.3% -$2.85K 0.8% 35
2023
Q4 		$900K Hold
1,544
– – 0.71% 35
2023
Q3 		$830K Hold
1,544
– – 0.77% 33
2023
Q2 		$724K Buy
1,544
+1
+0.1% +$419 0.63% 36
2023
Q1 		$530K Sell
1,543
-12
-0.8% -$4.05K 0.55% 44
2022
Q4 		$569K Sell
1,555
-201
-11% -$71.3K 0.71% 35
2022
Q3 		$568K Buy
1,756
+309
+21% +$97.9K 0.8% 34
2022
Q2 		$469K Hold
1,447
– – 0.49% 42
2022
Q1 		$414K Buy
+1,447
New +$372K 0.34% 56

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

Nvest Financial's LLY Position: Q2 2026 in Review

Nvest Financial increased its Eli Lilly (LLY) stake by 107% in Q2 2026, buying an estimated $2.5M and bringing the position to 4,745 shares worth $5.69M. The position accounts for 1.8% of the portfolio, ranked #18.

Nvest Financial first reported a position in LLY in Q1 2022 and has held it in 18 quarters since. 4,626 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Nvest Financial held 4,745 shares of Eli Lilly worth $5.69M as of Q2 2026.
  • Nvest Financial bought 2,450 Eli Lilly shares in Q2 2026, an estimated $2.5M.
  • Eli Lilly made up 1.8% of Nvest Financial's portfolio in Q2 2026, its #18 holding.
  • Nvest Financial first reported a position in Eli Lilly in Q1 2022 and has held it in 18 quarters since.
  • 4,626 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.