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Saxon Interests’s Eli Lilly LLY Stock Holding History

Saxon Interests’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 		$1.46M Buy
1,217
+334
+38% +$341K 0.4% 57
2026
Q1 		$812K Sell
883
-261
-23% -$265K 0.28% 90
2025
Q4 		$1.23M Sell
1,144
-12
-1% -$11.5K 0.43% 59
2025
Q3 		$847K Buy
1,156
+631
+120% +$470K 0.33% 71
2025
Q2 		$434K Hold
525
– – 0.2% 112
2025
Q1 		$434K Buy
525
+161
+44% +$134K 0.2% 112
2024
Q4 		$281K Sell
364
-80
-18% -$66.2K 0.12% 146
2024
Q3 		$393K Buy
444
+105
+31% +$94.4K 0.18% 118
2024
Q2 		$307K Buy
339
+4
+1% +$3.2K 0.15% 134
2024
Q1 		$261K Buy
+335
New +$238K 0.12% 150

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

Saxon Interests's LLY Position: Q2 2026 in Review

Saxon Interests increased its Eli Lilly (LLY) stake by 38% in Q2 2026, buying an estimated $341K and bringing the position to 1,217 shares worth $1.46M. The position accounts for 0.4% of the portfolio, ranked #57.

Saxon Interests first reported a position in LLY in Q1 2024 and has held it in 10 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Saxon Interests held 1,217 shares of Eli Lilly worth $1.46M as of Q2 2026.
  • Saxon Interests bought 334 Eli Lilly shares in Q2 2026, an estimated $341K.
  • Eli Lilly made up 0.4% of Saxon Interests's portfolio in Q2 2026, its #57 holding.
  • Saxon Interests first reported a position in Eli Lilly in Q1 2024 and has held it in 10 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.