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Steel Grove Capital Advisors’s Eli Lilly LLY Stock Holding History

Steel Grove Capital Advisors’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
2025
Q4 		– Sell
-20,000
Closed -$977K – 219
2025
Q3 		$977K Buy
+20,000
New +$14.9M 0.12% 98

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

Steel Grove Capital Advisors's LLY Position: Q2 2026 in Review

Steel Grove Capital Advisors reduced its Eli Lilly (LLY) stake by 6.7% in Q2 2026, selling an estimated $45K and leaving 609 shares worth $731K. The position accounts for 0.07% of the portfolio, ranked #127.

Steel Grove Capital Advisors first reported a position in LLY in Q2 2013 and has held it in 29 quarters since. The position peaked at $4.88M in Q3 2014. 2,247 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Steel Grove Capital Advisors held 609 shares of Eli Lilly worth $731K as of Q2 2026.
  • Steel Grove Capital Advisors sold 44 Eli Lilly shares in Q2 2026, an estimated $45K.
  • Eli Lilly made up 0.07% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #127 holding.
  • Steel Grove Capital Advisors first reported a position in Eli Lilly in Q2 2013 and has held it in 29 quarters since.
  • Steel Grove Capital Advisors's Eli Lilly position peaked at $4.88M in Q3 2014.
  • 2,247 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.