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Stoneridge Investment Partners’s Eli Lilly LLY Stock Holding History

Stoneridge Investment 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 		$2.05M Buy
+1,784
New +$1.82M 1.34% 14
2021
Q4 		– Sell
-5,450
Closed -$1.26M – 120
2021
Q3 		$1.26M Buy
+5,450
New +$1.35M 0.63% 44
2016
Q3 		– Sell
-2,953
Closed -$233K – 299
2016
Q2 		$233K Buy
+2,953
New +$222K 0.03% 245

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 $3.38T AUM 44.17% 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

Stoneridge Investment Partners's LLY Position: Q2 2026 in Review

Stoneridge Investment Partners opened a new position in Eli Lilly (LLY) in Q2 2026: 1,784 shares worth $2.05M. The stake represents 1.34% of the portfolio and ranks #14 among its holdings. This is a return to the name: Stoneridge Investment Partners previously reported a position in LLY as recently as Q3 2021.

Stoneridge Investment Partners first reported a position in LLY in Q2 2016 and has held it in 3 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Stoneridge Investment Partners held 1,784 shares of Eli Lilly worth $2.05M as of Q2 2026.
  • Eli Lilly was a new Stoneridge Investment Partners position in Q2 2026.
  • Eli Lilly made up 1.34% of Stoneridge Investment Partners's portfolio in Q2 2026, its #14 holding.
  • Stoneridge Investment Partners first reported a position in Eli Lilly in Q2 2016 and has held it in 3 quarters since.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Stoneridge Investment Partners's 13F filing for Q2 2026, filed 6 Aug 2026.