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Ogorek Anthony Joseph’s Eli Lilly LLY Stock Holding History

Ogorek Anthony Joseph’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 		$9.79M Sell
8,159
-1,552
-16% -$1.59M 2.43% 13
2026
Q1 		$8.93M Sell
9,711
-2,373
-20% -$2.41M 2.45% 13
2025
Q4 		$13M Sell
12,084
-371
-3% -$355K 3.57% 10
2025
Q3 		$9.5M Buy
12,455
+1,109
+10% +$825K 2.72% 14
2025
Q2 		$8.85M Buy
11,346
+2
+0% +$1.55K 2.73% 14
2025
Q1 		$9.37M Buy
11,344
+53
+0.5% +$44.1K 3.08% 10
2024
Q4 		$8.72M Buy
11,291
+127
+1% +$105K 2.77% 10
2024
Q3 		$9.89M Buy
11,164
+18
+0.2% +$16.2K 3.39% 9
2024
Q2 		$10.1M Sell
11,146
-24
-0.2% -$19.2K 3.51% 9
2024
Q1 		$8.69M Sell
11,170
-127
-1% -$90.4K 3.02% 9
2023
Q4 		$6.58M Sell
11,297
-25
-0.2% -$14.6K 2.39% 12
2023
Q3 		$6.08M Sell
11,322
-80
-0.7% -$41.2K 2.4% 15
2023
Q2 		$5.35M Buy
11,402
+160
+1% +$67.1K 2.05% 15
2023
Q1 		$3.86M Buy
11,242
+249
+2% +$84K 1.58% 19
2022
Q4 		$4.02M Sell
10,993
-72
-0.7% -$25.5K 1.75% 16
2022
Q3 		$3.58M Buy
11,065
+58
+0.5% +$18.4K 1.7% 15
2022
Q2 		$3.57M Buy
11,007
+250
+2% +$75K 1.64% 14
2022
Q1 		$3.08M Buy
10,757
+3,258
+43% +$838K 1.26% 20
2021
Q4 		$2.07M Buy
7,499
+7,349
+4,899% +$1.86M 0.88% 22
2021
Q3 		$34K Hold
150
– – 0.02% 92
2021
Q2 		$34K Hold
150
– – 0.02% 90
2021
Q1 		$28K Hold
150
– – 0.01% 92
2020
Q4 		$25K Hold
150
– – 0.01% 83
2020
Q3 		$22K Buy
+150
New +$23.2K 0.01% 75

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

Ogorek Anthony Joseph's LLY Position: Q2 2026 in Review

Ogorek Anthony Joseph reduced its Eli Lilly (LLY) stake by 16% in Q2 2026, selling an estimated $1.59M and leaving 8,159 shares worth $9.79M. The position accounts for 2.43% of the portfolio, ranked #13.

Ogorek Anthony Joseph first reported a position in LLY in Q3 2020 and has held it in 24 quarters since. The position peaked at $13M in Q4 2025. 4,618 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Ogorek Anthony Joseph held 8,159 shares of Eli Lilly worth $9.79M as of Q2 2026.
  • Ogorek Anthony Joseph sold 1,552 Eli Lilly shares in Q2 2026, an estimated $1.59M.
  • Eli Lilly made up 2.43% of Ogorek Anthony Joseph's portfolio in Q2 2026, its #13 holding.
  • Ogorek Anthony Joseph first reported a position in Eli Lilly in Q3 2020 and has held it in 24 quarters since.
  • Ogorek Anthony Joseph's Eli Lilly position peaked at $13M in Q4 2025.
  • 4,618 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2026, filed 7 Aug 2026.