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Sit Investment Associates’s Eli Lilly LLY Stock Holding History

Sit Investment Associates’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 		$39.4M Sell
32,822
-1,471
-4% -$1.5M 0.75% 30
2026
Q1 		$31.5M Buy
34,293
+2,150
+7% +$2.18M 0.64% 38
2025
Q4 		$34.5M Sell
32,143
-3,733
-10% -$3.57M 0.68% 35
2025
Q3 		$27.4M Sell
35,876
-342
-0.9% -$255K 0.56% 39
2025
Q2 		$28.2M Buy
36,218
+5,856
+19% +$4.55M 0.6% 35
2025
Q1 		$25.1M Buy
30,362
+1,144
+4% +$952K 0.59% 41
2024
Q4 		$22.6M Buy
29,218
+3,018
+12% +$2.5M 0.51% 48
2024
Q3 		$23.2M Buy
26,200
+13,782
+111% +$12.4M 0.52% 53
2024
Q2 		$11.2M Buy
12,418
+12,410
+155,125% +$9.93M 0.26% 113
2024
Q1 		$6K Hold
8
– – ﹤0.01% 518
2023
Q4 		$1K Buy
+8
New +$4.67K ﹤0.01% 534
2017
Q2 		– Sell
-799
Closed -$67K – 651
2017
Q1 		$67K Hold
799
– – ﹤0.01% 494
2016
Q4 		$59K Buy
+799
New +$59.5K ﹤0.01% 489

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

Sit Investment Associates's LLY Position: Q2 2026 in Review

Sit Investment Associates reduced its Eli Lilly (LLY) stake by 4.3% in Q2 2026, selling an estimated $1.5M and leaving 32,822 shares worth $39.4M. The position accounts for 0.75% of the portfolio, ranked #30.

Sit Investment Associates first reported a position in LLY in Q4 2016 and has held it in 13 quarters since. 4,618 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Sit Investment Associates held 32,822 shares of Eli Lilly worth $39.4M as of Q2 2026.
  • Sit Investment Associates sold 1,471 Eli Lilly shares in Q2 2026, an estimated $1.5M.
  • Eli Lilly made up 0.75% of Sit Investment Associates's portfolio in Q2 2026, its #30 holding.
  • Sit Investment Associates first reported a position in Eli Lilly in Q4 2016 and has held it in 13 quarters since.
  • 4,618 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Sit Investment Associates's 13F filing for Q2 2026, filed 12 Aug 2026.