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Stamos Capital Partners’s Eli Lilly LLY Stock Holding History

Stamos Capital Partners’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 		$6.54M Sell
5,449
-680
-11% -$695K 1% 27
2026
Q1 		$5.64M Buy
6,129
+1,351
+28% +$1.37M 0.88% 32
2025
Q4 		$5.13M Sell
4,778
-1,424
-23% -$1.36M 0.83% 36
2025
Q3 		$4.73M Buy
6,202
+818
+15% +$609K 0.89% 26
2025
Q2 		$4.2M Buy
5,384
+2,639
+96% +$2.05M 0.75% 40
2025
Q1 		$2.27M Buy
2,745
+805
+41% +$670K 0.59% 51
2024
Q4 		$1.5M Buy
1,940
+800
+70% +$662K 0.35% 86
2024
Q3 		$1.01M Buy
1,140
+550
+93% +$494K 0.24% 96
2024
Q2 		$534K Sell
590
-50
-8% -$40K 0.11% 122
2024
Q1 		$498K Sell
640
-230
-26% -$164K 0.11% 113
2023
Q4 		$507K Buy
+870
New +$508K 0.14% 100
2023
Q1 		– Sell
-10,820
Closed -$3.96M – 121
2022
Q4 		$3.96M Sell
10,820
-5,670
-34% -$2.01M 1.25% 21
2022
Q3 		$5.33M Buy
16,490
+11,750
+248% +$3.72M 1.36% 25
2022
Q2 		$1.54M Buy
+4,740
New +$1.42M 0.46% 44
2019
Q2 		– Sell
-5,000
Closed -$644K – 78
2019
Q1 		$644K Hold
5,000
– – 0.83% 36
2018
Q4 		$579K Buy
+5,000
New +$559K 0.44% 53

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

Stamos Capital Partners's LLY Position: Q2 2026 in Review

Stamos Capital Partners reduced its Eli Lilly (LLY) stake by 11% in Q2 2026, selling an estimated $695K and leaving 5,449 shares worth $6.54M. The position accounts for 1% of the portfolio, ranked #27.

Stamos Capital Partners first reported a position in LLY in Q4 2018 and has held it in 16 quarters since. 4,633 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Stamos Capital Partners held 5,449 shares of Eli Lilly worth $6.54M as of Q2 2026.
  • Stamos Capital Partners sold 680 Eli Lilly shares in Q2 2026, an estimated $695K.
  • Eli Lilly made up 1% of Stamos Capital Partners's portfolio in Q2 2026, its #27 holding.
  • Stamos Capital Partners first reported a position in Eli Lilly in Q4 2018 and has held it in 16 quarters since.
  • 4,633 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Stamos Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.