PMSA
LLY icon

Patrick M. Sweeney & Associates’s Eli Lilly LLY Stock Holding History

Patrick M. Sweeney & Associates’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 		$3.63M Buy
3,027
+42
+1% +$42.9K 2.09% 10
2026
Q1 		$2.75M Buy
2,985
+5
+0.2% +$5.07K 1.76% 10
2025
Q4 		$3.2M Buy
2,980
+10
+0.3% +$9.56K 2% 9
2025
Q3 		$2.27M Buy
2,970
+13
+0.4% +$9.67K 1.46% 15
2025
Q2 		$2.31M Sell
2,957
-29
-1% -$22.5K 1.59% 14
2025
Q1 		$2.47M Hold
2,986
– – 1.84% 9
2024
Q4 		$2.31M Buy
2,986
+2
+0.1% +$1.66K 1.73% 12
2024
Q3 		$2.64M Buy
2,984
+56
+2% +$50.3K 1.94% 9
2024
Q2 		$2.65M Buy
2,928
+22
+0.8% +$17.6K 2.14% 10
2024
Q1 		$2.26M Buy
2,906
+9
+0.3% +$6.41K 1.86% 9
2023
Q4 		$1.69M Buy
+2,897
New +$1.69M 1.54% 14

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

Patrick M. Sweeney & Associates's LLY Position: Q2 2026 in Review

Patrick M. Sweeney & Associates increased its Eli Lilly (LLY) stake by 1.4% in Q2 2026, buying an estimated $42.9K and bringing the position to 3,027 shares worth $3.63M. The position accounts for 2.09% of the portfolio, ranked #10.

Patrick M. Sweeney & Associates first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 4,634 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Patrick M. Sweeney & Associates held 3,027 shares of Eli Lilly worth $3.63M as of Q2 2026.
  • Patrick M. Sweeney & Associates bought 42 Eli Lilly shares in Q2 2026, an estimated $42.9K.
  • Eli Lilly made up 2.09% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #10 holding.
  • Patrick M. Sweeney & Associates first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
  • 4,634 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.