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Sustainable Insight Capital Management’s Eli Lilly LLY Stock Holding History

Sustainable Insight 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 		$11.5M Sell
9,624
-7,157
-43% -$7.31M 4.95% 6
2026
Q1 		$15.4M Buy
16,781
+2,600
+18% +$2.64M 5.18% 5
2025
Q4 		$15.2M Sell
14,181
-4,460
-24% -$4.26M 5.09% 6
2025
Q3 		$14.2M Buy
18,641
+5,757
+45% +$4.28M 4.47% 9
2025
Q2 		$10M Buy
12,884
+3,517
+38% +$2.73M 4.55% 8
2025
Q1 		$7.74M Buy
9,367
+900
+11% +$749K 3.85% 9
2024
Q4 		$6.54M Sell
8,467
-6,565
-44% -$5.44M 2.86% 10
2024
Q3 		$13.3M Buy
15,032
+844
+6% +$759K 6.04% 5
2024
Q2 		$12.8M Buy
14,188
+5,800
+69% +$4.64M 6.44% 7
2024
Q1 		$6.53M Sell
8,388
-5,300
-39% -$3.77M 4.71% 5
2023
Q4 		$7.98M Buy
13,688
+4,731
+53% +$2.76M 6.5% 5
2023
Q3 		$4.81M Sell
8,957
-1,271
-12% -$655K 4.72% 2
2023
Q2 		$4.8M Buy
10,228
+564
+6% +$237K 4.45% 8
2023
Q1 		$3.32M Sell
9,664
-5,455
-36% -$1.84M 3.33% 8
2022
Q4 		$5.53M Buy
15,119
+4,727
+45% +$1.68M 6.24% 1
2022
Q3 		$3.36M Buy
10,392
+744
+8% +$236K 3.93% 5
2022
Q2 		$3.18M Buy
9,648
+8,158
+548% +$2.45M 3.17% 8
2022
Q1 		$427K Sell
1,490
-36,130
-96% -$9.3M 0.3% 59
2021
Q4 		$10.4M Buy
37,620
+36,221
+2,589% +$9.18M 5.58% 1
2021
Q3 		$323K Sell
1,399
-33,654
-96% -$8.31M 0.21% 69
2021
Q2 		$8.04M Sell
35,053
-5,534
-14% -$1.11M 4.77% 1
2021
Q1 		$7.58M Buy
40,587
+11,153
+38% +$2.18M 5.04% 5
2020
Q4 		$4.97M Buy
+29,434
New +$4.39M 3.39% 12
2020
Q1 		$3.49M Buy
+25,139
New +$3.45M 4.87% 5

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

Sustainable Insight Capital Management's LLY Position: Q2 2026 in Review

Sustainable Insight Capital Management reduced its Eli Lilly (LLY) stake by 43% in Q2 2026, selling an estimated $7.31M and leaving 9,624 shares worth $11.5M. The position accounts for 4.95% of the portfolio, ranked #6.

Sustainable Insight Capital Management first reported a position in LLY in Q1 2020 and has held it in 24 quarters since. The position peaked at $15.4M in Q1 2026. 4,630 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Sustainable Insight Capital Management held 9,624 shares of Eli Lilly worth $11.5M as of Q2 2026.
  • Sustainable Insight Capital Management sold 7,157 Eli Lilly shares in Q2 2026, an estimated $7.31M.
  • Eli Lilly made up 4.95% of Sustainable Insight Capital Management's portfolio in Q2 2026, its #6 holding.
  • Sustainable Insight Capital Management first reported a position in Eli Lilly in Q1 2020 and has held it in 24 quarters since.
  • Sustainable Insight Capital Management's Eli Lilly position peaked at $15.4M in Q1 2026.
  • 4,630 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Sustainable Insight Capital Management's 13F filing for Q2 2026, filed 19 Aug 2026.