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Stansberry Asset Management’s Eli Lilly LLY Stock Holding History

Stansberry 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 		$25.5M Sell
21,241
-183
-0.9% -$187K 2.33% 8
2026
Q1 		$19.7M Sell
21,424
-9
-0% -$9.12K 2.03% 9
2025
Q4 		$23M Buy
21,433
+5,599
+35% +$5.35M 2.33% 9
2025
Q3 		$12.1M Buy
15,834
+4,282
+37% +$3.19M 1.26% 29
2025
Q2 		$9.01M Buy
11,552
+28
+0.2% +$21.8K 0.98% 43
2025
Q1 		$9.52M Buy
11,524
+1,429
+14% +$1.19M 1.14% 35
2024
Q4 		$7.79M Buy
10,095
+3,021
+43% +$2.5M 1.01% 42
2024
Q3 		$6.27M Buy
7,074
+479
+7% +$431K 0.78% 50
2024
Q2 		$5.97M Buy
6,595
+1,115
+20% +$892K 0.78% 52
2024
Q1 		$4.26M Buy
5,480
+685
+14% +$487K 0.58% 63
2023
Q4 		$2.8M Buy
+4,795
New +$2.8M 0.46% 69

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

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

Stansberry Asset Management reduced its Eli Lilly (LLY) stake by 0.85% in Q2 2026, selling an estimated $187K and leaving 21,241 shares worth $25.5M. The position accounts for 2.33% of the portfolio, ranked #8.

Stansberry Asset Management first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Stansberry Asset Management held 21,241 shares of Eli Lilly worth $25.5M as of Q2 2026.
  • Stansberry Asset Management sold 183 Eli Lilly shares in Q2 2026, an estimated $187K.
  • Eli Lilly made up 2.33% of Stansberry Asset Management's portfolio in Q2 2026, its #8 holding.
  • Stansberry Asset Management first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Stansberry Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.