Scharf Investments’s Eli Lilly LLY Stock Holding History

Scharf Investments’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	$1.3M	Sell	1,086 -253	-19%	-$258K	0.04%	55
2026 Q1	$1.23M	Sell	1,339 -724	-35%	-$734K	0.04%	53
2025 Q4	$2.22M	Sell	2,063 -381	-16%	-$364K	0.06%	49
2025 Q3	$1.86M	Sell	2,444 -37	-1%	-$27.5K	0.05%	53
2025 Q2	$1.93M	Buy	2,481 +210	+9%	+$163K	0.06%	47
2025 Q1	$1.88M	Buy	2,271 +31	+1%	+$25.8K	0.06%	44
2024 Q4	$1.73M	Buy	2,240 +746	+50%	+$618K	0.05%	45
2024 Q3	$1.32M	Buy	+1,494	New	+$1.34M	0.04%	47

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Scharf Investments's LLY Position: Q2 2026 in Review

Scharf Investments reduced its Eli Lilly (LLY) stake by 19% in Q2 2026, selling an estimated $258K and leaving 1,086 shares worth $1.3M. The position accounts for 0.04% of the portfolio, ranked #55.

Scharf Investments first reported a position in LLY in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.22M in Q4 2025. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Scharf Investments held 1,086 shares of Eli Lilly worth $1.3M as of Q2 2026.
Scharf Investments sold 253 Eli Lilly shares in Q2 2026, an estimated $258K.
Eli Lilly made up 0.04% of Scharf Investments's portfolio in Q2 2026, its #55 holding.
Scharf Investments first reported a position in Eli Lilly in Q3 2024 and has held it in 8 quarters since.
Scharf Investments's Eli Lilly position peaked at $2.22M in Q4 2025.
1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Scharf Investments's 13F filing for Q2 2026, filed 13 Jul 2026.