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Plato Investment Management’s Eli Lilly LLY Stock Holding History

Plato Investment 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 		$24.8M Sell
20,772
-27
-0.1% -$27.6K 1.41% 12
2026
Q1 		$19.1M Buy
20,799
+2,674
+15% +$2.71M 1.29% 10
2025
Q4 		$19.6M Buy
18,125
+633
+4% +$605K 1.28% 10
2025
Q3 		$13.2M Hold
17,492
– – 0.9% 12
2025
Q2 		$13.6M Buy
17,492
+1,037
+6% +$806K 1.02% 13
2025
Q1 		$13.7M Sell
16,455
-860
-5% -$716K 1.16% 11
2024
Q4 		$13.4M Buy
17,315
+511
+3% +$423K 0.99% 12
2024
Q3 		$14.9M Buy
16,804
+1,481
+10% +$1.33M 1.21% 10
2024
Q2 		$13.9M Buy
15,323
+783
+5% +$626K 1.29% 9
2024
Q1 		$11.3M Buy
14,540
+13,539
+1,353% +$9.64M 1.17% 10
2023
Q4 		$584K Buy
+1,001
New +$584K 0.72% 27

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

Plato Investment Management's LLY Position: Q2 2026 in Review

Plato Investment Management reduced its Eli Lilly (LLY) stake by 0.13% in Q2 2026, selling an estimated $27.6K and leaving 20,772 shares worth $24.8M. The position accounts for 1.41% of the portfolio, ranked #12.

Plato Investment Management first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 4,633 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Plato Investment Management held 20,772 shares of Eli Lilly worth $24.8M as of Q2 2026.
  • Plato Investment Management sold 27 Eli Lilly shares in Q2 2026, an estimated $27.6K.
  • Eli Lilly made up 1.41% of Plato Investment Management's portfolio in Q2 2026, its #12 holding.
  • Plato Investment Management first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
  • 4,633 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.