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Potomac Fund Management’s Eli Lilly LLY Stock Holding History

Potomac Fund 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 		$707K Sell
589
-72
-11% -$73.6K 0.02% 68
2026
Q1 		$608K Sell
661
-3
-0.5% -$3.04K 0.02% 68
2025
Q4 		$713K Buy
664
+145
+28% +$139K 0.03% 63
2025
Q3 		$396K Buy
519
+147
+40% +$109K 0.02% 85
2025
Q2 		$294K Buy
372
+26
+8% +$20.2K 0.02% 85
2025
Q1 		$283K Buy
+346
New +$288K 0.12% 64

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

Potomac Fund Management's LLY Position: Q2 2026 in Review

Potomac Fund Management reduced its Eli Lilly (LLY) stake by 11% in Q2 2026, selling an estimated $73.6K and leaving 589 shares worth $707K. The position accounts for 0.02% of the portfolio, ranked #68.

Potomac Fund Management first reported a position in LLY in Q1 2025 and has held it in 6 quarters since. The position peaked at $713K in Q4 2025. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Potomac Fund Management held 589 shares of Eli Lilly worth $707K as of Q2 2026.
  • Potomac Fund Management sold 72 Eli Lilly shares in Q2 2026, an estimated $73.6K.
  • Eli Lilly made up 0.02% of Potomac Fund Management's portfolio in Q2 2026, its #68 holding.
  • Potomac Fund Management first reported a position in Eli Lilly in Q1 2025 and has held it in 6 quarters since.
  • Potomac Fund Management's Eli Lilly position peaked at $713K in Q4 2025.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Potomac Fund Management's 13F filing for Q2 2026, filed 13 Aug 2026.