Silphium Asset Management’s Eli Lilly LLY Stock Holding History

Silphium Asset 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	$2.41M	Sell	2,007 -328	-14%	-$335K	0.81%	21
2026 Q1	$2.15M	Sell	2,335 -50	-2%	-$50.7K	0.81%	21
2025 Q4	$2.56M	Sell	2,385 -2,392	-50%	-$2.29M	1.09%	18
2025 Q3	$3.64M	Hold	4,777	–	–	1.08%	27
2025 Q2	$3.72M	Buy	4,777 +370	+8%	+$288K	1.33%	25
2025 Q1	$3.64M	Buy	4,407 +6	+0.1%	+$4.99K	2.93%	16
2024 Q4	$3.4M	Buy	4,401 +5	+0.1%	+$4.14K	1.12%	31
2024 Q3	$3.89M	Hold	4,396	–	–	1.39%	30
2024 Q2	$3.98M	Buy	4,396 +392	+10%	+$314K	1.89%	18
2024 Q1	$3.11M	Buy	4,004 +4	+0.1%	+$2.85K	1.57%	22
2023 Q4	$2.33M	Buy	+4,000	New	+$2.33M	1.24%	33
2016 Q3	$401K	Buy	+5,000	New	+$400K	0.46%	22

Other funds holding LLY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Silphium Asset Management's LLY Position: Q2 2026 in Review

Silphium Asset Management reduced its Eli Lilly (LLY) stake by 14% in Q2 2026, selling an estimated $335K and leaving 2,007 shares worth $2.41M. The position accounts for 0.81% of the portfolio, ranked #21.

Silphium Asset Management first reported a position in LLY in Q3 2016 and has held it in 12 quarters since. The position peaked at $3.98M in Q2 2024. 4,602 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Silphium Asset Management held 2,007 shares of Eli Lilly worth $2.41M as of Q2 2026.
Silphium Asset Management sold 328 Eli Lilly shares in Q2 2026, an estimated $335K.
Eli Lilly made up 0.81% of Silphium Asset Management's portfolio in Q2 2026, its #21 holding.
Silphium Asset Management first reported a position in Eli Lilly in Q3 2016 and has held it in 12 quarters since.
Silphium Asset Management's Eli Lilly position peaked at $3.98M in Q2 2024.
4,602 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Silphium Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.