Palisade Capital Management’s Eli Lilly LLY Stock Holding History

Palisade 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	$14.5M	Buy	12,084 +2,609	+28%	+$2.67M	0.63%	46
2026 Q1	$8.71M	Buy	9,475 +8,250	+673%	+$8.36M	0.29%	106
2025 Q4	$1.32M	Buy	1,225 +556	+83%	+$532K	0.04%	272
2025 Q3	$511K	Buy	669 +278	+71%	+$207K	0.01%	339
2025 Q2	$305K	Buy	391 +71	+22%	+$55.2K	0.01%	353
2025 Q1	$264K	Hold	320	–	–	0.01%	364
2024 Q4	$247K	Hold	320	–	–	0.01%	355
2024 Q3	$284K	Buy	+320	New	+$288K	0.01%	349
2024 Q1	–	Sell	-745	Closed	-$434K	–	368
2023 Q4	$434K	Hold	745	–	–	0.01%	348
2023 Q3	$400K	Hold	745	–	–	0.01%	340
2023 Q2	$349K	Hold	745	–	–	0.01%	340
2023 Q1	$256K	Hold	745	–	–	0.01%	369
2022 Q4	$273K	Hold	745	–	–	0.01%	378
2022 Q3	$241K	Hold	745	–	–	0.01%	389
2022 Q2	$242K	Hold	745	–	–	0.01%	406
2022 Q1	$213K	Sell	745 -255	-26%	-$65.6K	﹤0.01%	411
2021 Q4	$276K	Buy	+1,000	New	+$254K	0.01%	401

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

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

Palisade Capital Management increased its Eli Lilly (LLY) stake by 28% in Q2 2026, buying an estimated $2.67M and bringing the position to 12,084 shares worth $14.5M. The position accounts for 0.63% of the portfolio, ranked #46.

Palisade Capital Management first reported a position in LLY in Q4 2021 and has held it in 17 quarters since. 4,630 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Palisade Capital Management held 12,084 shares of Eli Lilly worth $14.5M as of Q2 2026.
Palisade Capital Management bought 2,609 Eli Lilly shares in Q2 2026, an estimated $2.67M.
Eli Lilly made up 0.63% of Palisade Capital Management's portfolio in Q2 2026, its #46 holding.
Palisade Capital Management first reported a position in Eli Lilly in Q4 2021 and has held it in 17 quarters since.
4,630 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Palisade Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.