Polen Capital Management’s Eli Lilly LLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.35B Sell
1,737,910
-16,661
-0.9% -$13M 4.16% 8
2025
Q1
$1.45B Buy
1,754,571
+459,182
+35% +$379M 4.55% 8
2024
Q4
$1B Buy
1,295,389
+805,434
+164% +$622M 2.7% 19
2024
Q3
$434M Sell
489,955
-57,110
-10% -$50.6M 1.12% 23
2024
Q2
$495M Sell
547,065
-37,741
-6% -$34.2M 1.24% 22
2024
Q1
$455M Sell
584,806
-9,995
-2% -$7.78M 1.05% 21
2023
Q4
$81M Sell
594,801
-29,011
-5% -$3.95M 0.2% 32
2023
Q3
$335M Buy
+623,812
New +$335M 0.88% 24