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Safe Harbor Family Capital’s Eli Lilly LLY Stock Holding History

Safe Harbor Family Capital’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 		$319K Buy
266
+2
+0.8% +$2.04K 0.21% 36
2026
Q1 		$243K Sell
264
-6
-2% -$6.08K 0.19% 43
2025
Q4 		$290K Buy
+270
New +$258K 0.26% 36

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
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Safe Harbor Family Capital's LLY Position: Q2 2026 in Review

Safe Harbor Family Capital increased its Eli Lilly (LLY) stake by 0.76% in Q2 2026, buying an estimated $2.04K and bringing the position to 266 shares worth $319K. The position accounts for 0.21% of the portfolio, ranked #36.

Safe Harbor Family Capital first reported a position in LLY in Q4 2025 and has held it in 3 quarters since. 4,431 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Safe Harbor Family Capital held 266 shares of Eli Lilly worth $319K as of Q2 2026.
  • Safe Harbor Family Capital bought 2 Eli Lilly shares in Q2 2026, an estimated $2.04K.
  • Eli Lilly made up 0.21% of Safe Harbor Family Capital's portfolio in Q2 2026, its #36 holding.
  • Safe Harbor Family Capital first reported a position in Eli Lilly in Q4 2025 and has held it in 3 quarters since.
  • 4,431 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Safe Harbor Family Capital's 13F filing for Q2 2026, filed 11 Aug 2026.