SCG
LLY icon

Sonata Capital Group’s Eli Lilly LLY Stock Holding History

Sonata Capital Group’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 		$404K Hold
336
– – 0.13% 91
2026
Q1 		$309K Sell
336
-25
-7% -$25.3K 0.11% 96
2025
Q4 		$388K Buy
361
+50
+16% +$47.8K 0.14% 88
2025
Q3 		$237K Buy
311
+1
+0.3% +$744 0.09% 116
2025
Q2 		$242K Buy
+310
New +$241K 0.1% 109

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sonata Capital Group's LLY Position: Q2 2026 in Review

Sonata Capital Group held its Eli Lilly (LLY) position steady in Q2 2026 at 336 shares worth $404K. The position accounts for 0.13% of the portfolio, ranked #91.

Sonata Capital Group first reported a position in LLY in Q2 2025 and has held it in 5 quarters since. 2,247 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Sonata Capital Group held 336 shares of Eli Lilly worth $404K as of Q2 2026.
  • Sonata Capital Group left its Eli Lilly share count unchanged in Q2 2026.
  • Eli Lilly made up 0.13% of Sonata Capital Group's portfolio in Q2 2026, its #91 holding.
  • Sonata Capital Group first reported a position in Eli Lilly in Q2 2025 and has held it in 5 quarters since.
  • 2,247 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Sonata Capital Group's 13F filing for Q2 2026, filed 24 Jul 2026.