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Stordahl Capital Management’s Eli Lilly LLY Stock Holding History

Stordahl Capital 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 		$436K Buy
363
+8
+2% +$8.17K 0.08% 50
2026
Q1 		$327K Hold
355
– – 0.07% 51
2025
Q4 		$382K Hold
355
– – 0.08% 47
2025
Q3 		$271K Sell
355
-17
-5% -$12.7K 0.06% 53
2025
Q2 		$290K Hold
372
– – 0.06% 52
2025
Q1 		$307K Buy
372
+22
+6% +$18.3K 0.07% 47
2024
Q4 		$270K Hold
350
– – 0.06% 50
2024
Q3 		$310K Hold
350
– – 0.07% 45
2024
Q2 		$317K Hold
350
– – 0.08% 44
2024
Q1 		$272K Hold
350
– – 0.07% 45
2023
Q4 		$204K Sell
350
-40
-10% -$23.3K 0.06% 52
2023
Q3 		$210K Buy
+390
New +$201K 0.06% 51

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

Stordahl Capital Management's LLY Position: Q2 2026 in Review

Stordahl Capital Management increased its Eli Lilly (LLY) stake by 2.3% in Q2 2026, buying an estimated $8.17K and bringing the position to 363 shares worth $436K. The position accounts for 0.08% of the portfolio, ranked #50.

Stordahl Capital Management first reported a position in LLY in Q3 2023 and has held it in 12 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Stordahl Capital Management held 363 shares of Eli Lilly worth $436K as of Q2 2026.
  • Stordahl Capital Management bought 8 Eli Lilly shares in Q2 2026, an estimated $8.17K.
  • Eli Lilly made up 0.08% of Stordahl Capital Management's portfolio in Q2 2026, its #50 holding.
  • Stordahl Capital Management first reported a position in Eli Lilly in Q3 2023 and has held it in 12 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Stordahl Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.