O'Neil Global Advisors’s Eli Lilly LLY Stock Holding History

O'Neil Global Advisors’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	$95.6M	Buy	+79,678	New	+$81.4M	21.37%	1
2026 Q1	–	Sell	-40,251	Closed	-$43.3M	–	32
2025 Q4	$43.3M	Buy	+40,251	New	+$38.5M	14.88%	2
2025 Q2	–	Sell	-300	Closed	-$248K	–	63
2025 Q1	$248K	Buy	+300	New	+$250K	0.47%	18
2024 Q4	–	Sell	-3,680	Closed	-$3.26M	–	51
2024 Q3	$3.26M	Sell	3,680 -3,356	-48%	-$3.02M	0.83%	17
2024 Q2	$6.37M	Buy	+7,036	New	+$5.63M	3%	10
2022 Q4	–	Sell	-1,671	Closed	-$540K	–	48
2022 Q3	$540K	Buy	+1,671	New	+$529K	2.14%	15

Other funds holding LLY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

O'Neil Global Advisors's LLY Position: Q2 2026 in Review

O'Neil Global Advisors opened a new position in Eli Lilly (LLY) in Q2 2026: 79,678 shares worth $95.6M. The stake represents 21.37% of the portfolio and ranks #1 among its holdings. This is a return to the name: O'Neil Global Advisors previously reported a position in LLY as recently as Q4 2025.

O'Neil Global Advisors first reported a position in LLY in Q3 2022 and has held it in 6 quarters since. 4,633 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

O'Neil Global Advisors held 79,678 shares of Eli Lilly worth $95.6M as of Q2 2026.
Eli Lilly was a new O'Neil Global Advisors position in Q2 2026.
Eli Lilly made up 21.37% of O'Neil Global Advisors's portfolio in Q2 2026, its #1 holding.
O'Neil Global Advisors first reported a position in Eli Lilly in Q3 2022 and has held it in 6 quarters since.
4,633 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on O'Neil Global Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.