Polen Capital Management
LLY icon

Polen Capital Management’s Eli Lilly LLY Stock Holding History

Polen 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 		$800M Sell
666,912
-247,645
-27% -$253M 6.89% 1
2026
Q1 		$841M Sell
914,557
-331,533
-27% -$336M 5.82% 3
2025
Q4 		$1.34B Sell
1,246,090
-376,877
-23% -$360M 5.72% 4
2025
Q3 		$1.24B Sell
1,622,967
-114,943
-7% -$85.5M 4.02% 8
2025
Q2 		$1.35B Sell
1,737,910
-16,661
-0.9% -$12.9M 4.16% 8
2025
Q1 		$1.45B Buy
1,754,571
+459,182
+35% +$382M 4.55% 8
2024
Q4 		$1B Buy
1,295,389
+805,434
+164% +$667M 2.7% 19
2024
Q3 		$434M Sell
489,955
-57,110
-10% -$51.3M 1.12% 23
2024
Q2 		$495M Sell
547,065
-37,741
-6% -$30.2M 1.24% 22
2024
Q1 		$455M Sell
584,806
-9,995
-2% -$7.11M 1.05% 21
2023
Q4 		$81M Sell
594,801
-29,011
-5% -$16.9M 0.2% 32
2023
Q3 		$335M Buy
+623,812
New +$321M 0.88% 24

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

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

Polen Capital Management reduced its Eli Lilly (LLY) stake by 27% in Q2 2026, selling an estimated $253M and leaving 666,912 shares worth $800M. The position accounts for 6.89% of the portfolio, ranked #1.

Polen Capital Management first reported a position in LLY in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.45B in Q1 2025. 4,593 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Polen Capital Management held 666,912 shares of Eli Lilly worth $800M as of Q2 2026.
  • Polen Capital Management sold 247,645 Eli Lilly shares in Q2 2026, an estimated $253M.
  • Eli Lilly made up 6.89% of Polen Capital Management's portfolio in Q2 2026, its #1 holding.
  • Polen Capital Management first reported a position in Eli Lilly in Q3 2023 and has held it in 12 quarters since.
  • Polen Capital Management's Eli Lilly position peaked at $1.45B in Q1 2025.
  • 4,593 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.