PDL
LLY icon

Portfolio Design Labs’s Eli Lilly LLY Stock Holding History

Portfolio Design Labs’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 		$11.6M Buy
9,672
+889
+10% +$908K 1.9% 13
2026
Q1 		$8.08M Sell
8,783
-1,380
-14% -$1.4M 1.44% 16
2025
Q4 		$10.9M Sell
10,163
-65
-0.6% -$62.2K 1.8% 13
2025
Q3 		$7.8M Buy
10,228
+783
+8% +$583K 1.34% 16
2025
Q2 		$7.36M Buy
9,445
+3,905
+70% +$3.03M 1.45% 16
2025
Q1 		$4.58M Sell
5,540
-2,151
-28% -$1.79M 0.94% 24
2024
Q4 		$5.94M Buy
7,691
+929
+14% +$769K 1.22% 16
2024
Q3 		$5.99M Sell
6,762
-719
-10% -$646K 1.67% 9
2024
Q2 		$6.77M Buy
7,481
+89
+1% +$71.2K 2.09% 9
2024
Q1 		$5.75M Sell
7,392
-1,111
-13% -$791K 1.93% 8
2023
Q4 		$4.96M Buy
+8,503
New +$4.96M 1.88% 16

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

Portfolio Design Labs's LLY Position: Q2 2026 in Review

Portfolio Design Labs increased its Eli Lilly (LLY) stake by 10% in Q2 2026, buying an estimated $908K and bringing the position to 9,672 shares worth $11.6M. The position accounts for 1.9% of the portfolio, ranked #13.

Portfolio Design Labs first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Portfolio Design Labs held 9,672 shares of Eli Lilly worth $11.6M as of Q2 2026.
  • Portfolio Design Labs bought 889 Eli Lilly shares in Q2 2026, an estimated $908K.
  • Eli Lilly made up 1.9% of Portfolio Design Labs's portfolio in Q2 2026, its #13 holding.
  • Portfolio Design Labs first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Portfolio Design Labs's 13F filing for Q2 2026, filed 11 Aug 2026.