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Regatta Capital Group’s Eli Lilly LLY Stock Holding History

Regatta Capital Group’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 		$1.03M Sell
863
-49
-5% -$50.1K 0.14% 95
2026
Q1 		$839K Buy
912
+73
+9% +$74K 0.13% 104
2025
Q4 		$902K Sell
839
-25
-3% -$23.9K 0.14% 95
2025
Q3 		$659K Sell
864
-102
-11% -$75.9K 0.1% 119
2025
Q2 		$753K Buy
966
+47
+5% +$36.5K 0.13% 104
2025
Q1 		$759K Buy
919
+20
+2% +$16.6K 0.15% 98
2024
Q4 		$694K Sell
899
-22
-2% -$18.2K 0.13% 101
2024
Q3 		$816K Buy
921
+39
+4% +$35.1K 0.16% 91
2024
Q2 		$799K Sell
882
-17
-2% -$13.6K 0.17% 88
2024
Q1 		$699K Sell
899
-213
-19% -$152K 0.16% 93
2023
Q4 		$648K Buy
1,112
+11
+1% +$6.42K 0.17% 90
2023
Q3 		$591K Buy
1,101
+20
+2% +$10.3K 0.19% 88
2023
Q2 		$507K Sell
1,081
-132
-11% -$55.4K 0.16% 101
2023
Q1 		$444K Hold
1,213
– – 0.16% 109
2022
Q4 		$444K Buy
1,213
+18
+2% +$6.38K 0.16% 109
2022
Q3 		$387K Buy
1,195
+150
+14% +$47.5K 0.16% 108
2022
Q2 		$339K Sell
1,045
-150
-13% -$45K 0.16% 112
2022
Q1 		$342K Hold
1,195
– – 0.12% 126
2021
Q4 		$330K Buy
+1,195
New +$303K 0.12% 139

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

Regatta Capital Group's LLY Position: Q2 2026 in Review

Regatta Capital Group reduced its Eli Lilly (LLY) stake by 5.4% in Q2 2026, selling an estimated $50.1K and leaving 863 shares worth $1.03M. The position accounts for 0.14% of the portfolio, ranked #95.

Regatta Capital Group first reported a position in LLY in Q4 2021 and has held it in 19 quarters since. 4,637 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Regatta Capital Group held 863 shares of Eli Lilly worth $1.03M as of Q2 2026.
  • Regatta Capital Group sold 49 Eli Lilly shares in Q2 2026, an estimated $50.1K.
  • Eli Lilly made up 0.14% of Regatta Capital Group's portfolio in Q2 2026, its #95 holding.
  • Regatta Capital Group first reported a position in Eli Lilly in Q4 2021 and has held it in 19 quarters since.
  • 4,637 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.