SS
LLY icon

Steve Schonfeld’s Eli Lilly LLY Stock Holding History

Steve Schonfeld’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
-12,500
Closed -$9.54M – 2343
2025
Q3 		$9.54M Buy
+12,500
New +$9.3M 0.05% 364
2025
Q2 		– Sell
-14,600
Closed -$12.1M – 2320
2025
Q1 		$12.1M Buy
+14,600
New +$12.1M 0.07% 270
2024
Q2 		– Sell
-700
Closed -$545K – 2383
2024
Q1 		$545K Buy
+700
New +$498K ﹤0.01% 1453
2023
Q3 		– Sell
-100,000
Closed -$5K – 2060
2023
Q2 		$5K Hold
100,000
– – ﹤0.01% 1941
2023
Q1 		$693K Buy
+100,000
New +$33.7M 0.01% 1076

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

Steve Schonfeld's LLY Position: Q2 2026 in Review

Steve Schonfeld increased its Eli Lilly (LLY) stake by 816% in Q2 2026, buying an estimated $219M and bringing the position to 240,327 shares worth $48.5M. The position accounts for 0.17% of the portfolio, ranked #96.

Steve Schonfeld first reported a position in LLY in Q4 2016 and has held it in 30 quarters since. The position peaked at $74.1M in Q2 2025. 4,602 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Steve Schonfeld held 240,327 shares of Eli Lilly worth $48.5M as of Q2 2026.
  • Steve Schonfeld bought 214,090 Eli Lilly shares in Q2 2026, an estimated $219M.
  • Eli Lilly made up 0.17% of Steve Schonfeld's portfolio in Q2 2026, its #96 holding.
  • Steve Schonfeld first reported a position in Eli Lilly in Q4 2016 and has held it in 30 quarters since.
  • Steve Schonfeld's Eli Lilly position peaked at $74.1M in Q2 2025.
  • 4,602 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.