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Sierra Capital’s Eli Lilly LLY Stock Holding History

Sierra 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 		$488K Hold
407
– – 0.05% 174
2026
Q1 		$374K Buy
407
+160
+65% +$162K 0.04% 186
2025
Q4 		$265K Buy
+247
New +$236K 0.03% 183
2025
Q3 		– Sell
-264
Closed -$206K – 208
2025
Q2 		$206K Buy
264
+17
+7% +$13.2K 0.02% 197
2025
Q1 		$204K Sell
247
-76
-24% -$63.2K 0.02% 185
2024
Q4 		$249K Buy
323
+76
+31% +$62.9K 0.03% 183
2024
Q3 		$219K Hold
247
– – 0.03% 190
2024
Q2 		$224K Buy
+247
New +$198K 0.03% 178
2023
Q1 		– Sell
-302
Closed -$110K – 391
2022
Q4 		$110K Hold
302
– – 0.02% 213
2022
Q3 		$98K Sell
302
-13
-4% -$4.12K 0.02% 222
2022
Q2 		$102K Sell
315
-21
-6% -$6.3K 0.02% 266
2022
Q1 		$96K Buy
336
+9
+3% +$2.32K 0.02% 286
2021
Q4 		$90K Buy
327
+80
+32% +$20.3K 0.01% 305
2021
Q3 		$57K Hold
247
– – 0.01% 297
2021
Q2 		$57K Hold
247
– – 0.01% 280
2021
Q1 		$46K Buy
+247
New +$48.3K 0.01% 276

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

Sierra Capital's LLY Position: Q2 2026 in Review

Sierra Capital held its Eli Lilly (LLY) position steady in Q2 2026 at 407 shares worth $488K. The position accounts for 0.05% of the portfolio, ranked #174.

Sierra Capital first reported a position in LLY in Q1 2021 and has held it in 16 quarters since. 4,630 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Sierra Capital held 407 shares of Eli Lilly worth $488K as of Q2 2026.
  • Sierra Capital left its Eli Lilly share count unchanged in Q2 2026.
  • Eli Lilly made up 0.05% of Sierra Capital's portfolio in Q2 2026, its #174 holding.
  • Sierra Capital first reported a position in Eli Lilly in Q1 2021 and has held it in 16 quarters since.
  • 4,630 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Sierra Capital's 13F filing for Q2 2026, filed 14 Aug 2026.