Sulzberger Capital Advisors’s Eli Lilly LLY Stock Holding History

Sulzberger 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
2026 Q2	$1.09M	Buy	907 +30	+3%	+$30.7K	1.06%	25
2026 Q1	$807K	Hold	877	–	–	0.82%	26
2025 Q4	$943K	Buy	877 +26	+3%	+$24.9K	0.95%	24
2025 Q3	$649K	Buy	851 +9	+1%	+$6.7K	0.72%	23
2025 Q2	$656K	Sell	842 -72	-8%	-$55.9K	0.77%	23
2025 Q1	$755K	Sell	914 -718	-44%	-$597K	0.99%	20
2024 Q4	$1.26M	Buy	+1,632	New	+$1.35M	1.42%	19

Other funds holding LLY

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Sulzberger Capital Advisors's LLY Position: Q2 2026 in Review

Sulzberger Capital Advisors increased its Eli Lilly (LLY) stake by 3.4% in Q2 2026, buying an estimated $30.7K and bringing the position to 907 shares worth $1.09M. The position accounts for 1.06% of the portfolio, ranked #25.

Sulzberger Capital Advisors first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.26M in Q4 2024. 841 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Sulzberger Capital Advisors held 907 shares of Eli Lilly worth $1.09M as of Q2 2026.
Sulzberger Capital Advisors bought 30 Eli Lilly shares in Q2 2026, an estimated $30.7K.
Eli Lilly made up 1.06% of Sulzberger Capital Advisors's portfolio in Q2 2026, its #25 holding.
Sulzberger Capital Advisors first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
Sulzberger Capital Advisors's Eli Lilly position peaked at $1.26M in Q4 2024.
841 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Sulzberger Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.