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Stokes Family Office’s Eli Lilly LLY Stock Holding History

Stokes Family Office’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 		$8.47M Buy
7,061
+1,451
+26% +$1.48M 0.99% 31
2026
Q1 		$5.16M Sell
5,610
-43
-0.8% -$43.6K 0.53% 50
2025
Q4 		$6.08M Buy
5,653
+1,424
+34% +$1.36M 0.56% 44
2025
Q3 		$3.23M Buy
4,229
+21
+0.5% +$15.6K 0.31% 76
2025
Q2 		$3.28M Buy
4,208
+96
+2% +$74.6K 0.34% 67
2025
Q1 		$3.4M Buy
4,112
+4
+0.1% +$3.33K 0.38% 63
2024
Q4 		$3.17M Sell
4,108
-148
-3% -$123K 0.34% 68
2024
Q3 		$3.77M Sell
4,256
-50
-1% -$45K 0.41% 58
2024
Q2 		$3.9M Buy
4,306
+384
+10% +$307K 0.46% 54
2024
Q1 		$3.05M Sell
3,922
-231
-6% -$164K 0.38% 64
2023
Q4 		$2.42M Sell
4,153
-722
-15% -$421K 0.33% 70
2023
Q3 		$2.62M Buy
4,875
+245
+5% +$126K 0.31% 73
2023
Q2 		$2.17M Sell
4,630
-26
-0.6% -$10.9K 0.25% 78
2023
Q1 		$1.6M Sell
4,656
-153
-3% -$51.6K 0.2% 88
2022
Q4 		$1.76M Buy
4,809
+386
+9% +$137K 0.23% 77
2022
Q3 		$1.43M Buy
4,423
+121
+3% +$38.3K 0.2% 86
2022
Q2 		$1.4M Buy
4,302
+98
+2% +$29.4K 0.19% 88
2022
Q1 		$1.2M Sell
4,204
-258
-6% -$66.4K 0.16% 88
2021
Q4 		$1.23M Buy
4,462
+64
+1% +$16.2K 0.15% 87
2021
Q3 		$1.02M Buy
4,398
+41
+0.9% +$10.1K 0.14% 94
2021
Q2 		$1M Buy
4,357
+128
+3% +$25.7K 0.14% 94
2021
Q1 		$789K Buy
4,229
+104
+3% +$20.3K 0.12% 102
2020
Q4 		$697K Buy
4,125
+488
+13% +$72.9K 0.14% 100
2020
Q3 		$538K Buy
3,637
+175
+5% +$27.1K 0.12% 102
2020
Q2 		$568K Sell
3,462
-91
-3% -$14K 0.14% 99
2020
Q1 		$493K Buy
3,553
+24
+0.7% +$3.3K 0.13% 97
2019
Q4 		$464K Buy
+3,529
New +$409K 0.1% 100

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

Stokes Family Office's LLY Position: Q2 2026 in Review

Stokes Family Office increased its Eli Lilly (LLY) stake by 26% in Q2 2026, buying an estimated $1.48M and bringing the position to 7,061 shares worth $8.47M. The position accounts for 0.99% of the portfolio, ranked #31.

Stokes Family Office first reported a position in LLY in Q4 2019 and has held it in 27 quarters since. 4,633 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Stokes Family Office held 7,061 shares of Eli Lilly worth $8.47M as of Q2 2026.
  • Stokes Family Office bought 1,451 Eli Lilly shares in Q2 2026, an estimated $1.48M.
  • Eli Lilly made up 0.99% of Stokes Family Office's portfolio in Q2 2026, its #31 holding.
  • Stokes Family Office first reported a position in Eli Lilly in Q4 2019 and has held it in 27 quarters since.
  • 4,633 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.