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SFE Investment Counsel’s Eli Lilly LLY Stock Holding History

SFE Investment Counsel’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 		$7.16M Buy
5,971
+144
+2% +$147K 0.97% 39
2026
Q1 		$5.36M Sell
5,827
-259
-4% -$263K 0.84% 49
2025
Q4 		$6.54M Sell
6,086
-156
-2% -$149K 1% 35
2025
Q3 		$4.76M Buy
6,242
+1,393
+29% +$1.04M 0.76% 51
2025
Q2 		$3.78M Buy
4,849
+566
+13% +$440K 0.67% 57
2025
Q1 		$3.54M Buy
4,283
+1,042
+32% +$867K 0.71% 56
2024
Q4 		$2.5M Buy
3,241
+2,791
+620% +$2.31M 0.53% 63
2024
Q3 		$399K Sell
450
-60
-12% -$53.9K 0.08% 99
2024
Q2 		$462K Hold
510
– – 0.1% 97
2024
Q1 		$397K Hold
510
– – 0.09% 103
2023
Q4 		$297K Sell
510
-10
-2% -$5.84K 0.08% 107
2023
Q3 		$279K Sell
520
-10
-2% -$5.15K 0.08% 109
2023
Q2 		$249K Buy
530
+30
+6% +$12.6K 0.07% 111
2023
Q1 		$202K Buy
+500
New +$169K 0.06% 111

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

SFE Investment Counsel's LLY Position: Q2 2026 in Review

SFE Investment Counsel increased its Eli Lilly (LLY) stake by 2.5% in Q2 2026, buying an estimated $147K and bringing the position to 5,971 shares worth $7.16M. The position accounts for 0.97% of the portfolio, ranked #39.

SFE Investment Counsel first reported a position in LLY in Q1 2023 and has held it in 14 quarters since. 4,634 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • SFE Investment Counsel held 5,971 shares of Eli Lilly worth $7.16M as of Q2 2026.
  • SFE Investment Counsel bought 144 Eli Lilly shares in Q2 2026, an estimated $147K.
  • Eli Lilly made up 0.97% of SFE Investment Counsel's portfolio in Q2 2026, its #39 holding.
  • SFE Investment Counsel first reported a position in Eli Lilly in Q1 2023 and has held it in 14 quarters since.
  • 4,634 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on SFE Investment Counsel's 13F filing for Q2 2026, filed 5 Aug 2026.