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Sittner & Nelson’s Eli Lilly LLY Stock Holding History

Sittner & Nelson’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 		$1.34M Sell
1,120
-46
-4% -$47K 0.42% 54
2026
Q1 		$1.07M Buy
1,166
+20
+2% +$20.3K 0.39% 59
2025
Q4 		$1.21M Buy
1,146
+93
+9% +$88.9K 0.43% 53
2025
Q3 		$803K Hold
1,053
– – 0.29% 61
2025
Q2 		$821K Hold
1,053
– – 0.33% 56
2025
Q1 		$870K Buy
1,053
+45
+4% +$37.4K 0.37% 49
2024
Q4 		$778K Buy
1,008
+2
+0.2% +$1.66K 0.34% 52
2024
Q3 		$891K Hold
1,006
– – 0.4% 46
2024
Q2 		$911K Buy
1,006
+3
+0.3% +$2.4K 0.45% 45
2024
Q1 		$780K Hold
1,003
– – 0.39% 49
2023
Q4 		$585K Hold
1,003
– – 0.31% 55
2023
Q3 		$539K Sell
1,003
-25
-2% -$12.9K 0.31% 58
2023
Q2 		$482K Buy
1,028
+25
+2% +$10.5K 0.26% 62
2023
Q1 		$344K Buy
1,003
+26
+3% +$8.77K 0.2% 85
2022
Q4 		$357K Buy
977
+1
+0.1% +$355 0.22% 83
2022
Q3 		$316K Buy
976
+460
+89% +$146K 0.21% 83
2022
Q2 		$167K Hold
516
– – 0.11% 114
2022
Q1 		$148K Sell
516
-9
-2% -$2.32K 0.09% 120
2021
Q4 		$145K Hold
525
– – 0.08% 121
2021
Q3 		$121K Hold
525
– – 0.08% 127
2021
Q2 		$120K Hold
525
– – 0.08% 118
2021
Q1 		$98K Sell
525
-19
-3% -$3.72K 0.07% 125
2020
Q4 		$92K Buy
+544
New +$81.2K 0.08% 119

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

Sittner & Nelson's LLY Position: Q2 2026 in Review

Sittner & Nelson reduced its Eli Lilly (LLY) stake by 3.9% in Q2 2026, selling an estimated $47K and leaving 1,120 shares worth $1.34M. The position accounts for 0.42% of the portfolio, ranked #54.

Sittner & Nelson first reported a position in LLY in Q4 2020 and has held it in 23 quarters since. 4,635 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Sittner & Nelson held 1,120 shares of Eli Lilly worth $1.34M as of Q2 2026.
  • Sittner & Nelson sold 46 Eli Lilly shares in Q2 2026, an estimated $47K.
  • Eli Lilly made up 0.42% of Sittner & Nelson's portfolio in Q2 2026, its #54 holding.
  • Sittner & Nelson first reported a position in Eli Lilly in Q4 2020 and has held it in 23 quarters since.
  • 4,635 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.