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Quest Investment Management’s Eli Lilly LLY Stock Holding History

Quest 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 		$12.1M Sell
10,083
-1,954
-16% -$2M 1.41% 18
2026
Q1 		$11.1M Buy
12,037
+894
+8% +$906K 1.29% 21
2025
Q4 		$12M Sell
11,143
-3,923
-26% -$3.75M 1.29% 21
2025
Q3 		$11.5M Sell
15,066
-3,187
-17% -$2.37M 1.21% 24
2025
Q2 		$14.2M Buy
18,253
+1,505
+9% +$1.17M 1.56% 20
2025
Q1 		$13.8M Sell
16,748
-2,169
-11% -$1.8M 1.71% 19
2024
Q4 		$14.6M Buy
18,917
+2,153
+13% +$1.78M 1.7% 17
2024
Q3 		$14.9M Sell
16,764
-5,355
-24% -$4.81M 1.74% 17
2024
Q2 		$20M Sell
22,119
-915
-4% -$732K 2.22% 11
2024
Q1 		$17.9M Sell
23,034
-4,743
-17% -$3.38M 2% 13
2023
Q4 		$16.2M Buy
27,777
+17,316
+166% +$10.1M 2.03% 15
2023
Q3 		$5.62M Buy
10,461
+7,255
+226% +$3.74M 0.79% 39
2023
Q2 		$1.5M Buy
+3,206
New +$1.34M 0.21% 62

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

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

Quest Investment Management reduced its Eli Lilly (LLY) stake by 16% in Q2 2026, selling an estimated $2M and leaving 10,083 shares worth $12.1M. The position accounts for 1.41% of the portfolio, ranked #18.

Quest Investment Management first reported a position in LLY in Q2 2023 and has held it in 13 quarters since. The position peaked at $20M in Q2 2024. 4,634 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Quest Investment Management held 10,083 shares of Eli Lilly worth $12.1M as of Q2 2026.
  • Quest Investment Management sold 1,954 Eli Lilly shares in Q2 2026, an estimated $2M.
  • Eli Lilly made up 1.41% of Quest Investment Management's portfolio in Q2 2026, its #18 holding.
  • Quest Investment Management first reported a position in Eli Lilly in Q2 2023 and has held it in 13 quarters since.
  • Quest Investment Management's Eli Lilly position peaked at $20M in Q2 2024.
  • 4,634 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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