Syntax Research’s Eli Lilly LLY Stock Holding History

Syntax Research’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	$168K	Hold	140	–	–	0.12%	62
2026 Q1	$129K	Hold	140	–	–	0.08%	75
2025 Q4	$150K	Hold	140	–	–	0.09%	72
2025 Q3	$107K	Hold	140	–	–	0.07%	76
2025 Q2	$109K	Hold	140	–	–	0.08%	71
2025 Q1	$116K	Sell	140 -183	-57%	-$152K	0.08%	75
2024 Q4	$249K	Hold	323	–	–	0.18%	60
2024 Q3	$286K	Hold	323	–	–	0.19%	57
2024 Q2	$292K	Hold	323	–	–	0.23%	49
2024 Q1	$251K	Buy	323 +100	+45%	+$71.2K	0.19%	57
2023 Q4	$130K	Hold	223	–	–	0.11%	61
2023 Q3	$120K	Buy	+223	New	+$115K	0.1%	64

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Syntax Research's LLY Position: Q2 2026 in Review

Syntax Research held its Eli Lilly (LLY) position steady in Q2 2026 at 140 shares worth $168K. The position accounts for 0.12% of the portfolio, ranked #62.

Syntax Research first reported a position in LLY in Q3 2023 and has held it in 12 quarters since. The position peaked at $292K in Q2 2024. 4,598 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Syntax Research held 140 shares of Eli Lilly worth $168K as of Q2 2026.
Syntax Research left its Eli Lilly share count unchanged in Q2 2026.
Eli Lilly made up 0.12% of Syntax Research's portfolio in Q2 2026, its #62 holding.
Syntax Research first reported a position in Eli Lilly in Q3 2023 and has held it in 12 quarters since.
Syntax Research's Eli Lilly position peaked at $292K in Q2 2024.
4,598 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Syntax Research's 13F filing for Q2 2026, filed 31 Jul 2026.