SRIM
LLY icon

Saratoga Research & Investment Management’s Eli Lilly LLY Stock Holding History

Saratoga Research & 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 		$64.6M Buy
53,862
+7,337
+16% +$7.5M 3.53% 11
2026
Q1 		$42.8M Sell
46,525
-1,630
-3% -$1.65M 2.43% 17
2025
Q4 		$51.8M Sell
48,155
-13,304
-22% -$12.7M 2.71% 14
2025
Q3 		$46.9M Buy
61,459
+24,226
+65% +$18M 2.44% 15
2025
Q2 		$29M Buy
37,233
+6,797
+22% +$5.28M 1.55% 21
2025
Q1 		$25.1M Sell
30,436
-871
-3% -$725K 1.33% 25
2024
Q4 		$24.2M Buy
+31,307
New +$25.9M 1.22% 26

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
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Saratoga Research & Investment Management's LLY Position: Q2 2026 in Review

Saratoga Research & Investment Management increased its Eli Lilly (LLY) stake by 16% in Q2 2026, buying an estimated $7.5M and bringing the position to 53,862 shares worth $64.6M. The position accounts for 3.53% of the portfolio, ranked #11.

Saratoga Research & Investment Management first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. 3,039 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Saratoga Research & Investment Management held 53,862 shares of Eli Lilly worth $64.6M as of Q2 2026.
  • Saratoga Research & Investment Management bought 7,337 Eli Lilly shares in Q2 2026, an estimated $7.5M.
  • Eli Lilly made up 3.53% of Saratoga Research & Investment Management's portfolio in Q2 2026, its #11 holding.
  • Saratoga Research & Investment Management first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • 3,039 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Saratoga Research & Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.