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Ted Buchan & Co’s Eli Lilly LLY Stock Holding History

Ted Buchan & Co’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 		$5.09M Buy
4,243
+199
+5% +$203K 1.66% 20
2026
Q1 		$3.72M Buy
4,044
+92
+2% +$93.3K 1.35% 22
2025
Q4 		$4.25M Buy
3,952
+30
+0.8% +$28.7K 1.56% 21
2025
Q3 		$2.99M Buy
3,922
+195
+5% +$145K 1.17% 26
2025
Q2 		$2.91M Buy
3,727
+1,227
+49% +$953K 1.16% 26
2025
Q1 		$2.06M Buy
2,500
+51
+2% +$42.4K 0.98% 28
2024
Q4 		$1.89M Buy
2,449
+313
+15% +$259K 0.89% 28
2024
Q3 		$1.89M Buy
2,136
+170
+9% +$153K 0.9% 28
2024
Q2 		$1.78M Buy
1,966
+95
+5% +$76K 0.95% 25
2024
Q1 		$1.46M Buy
1,871
+251
+15% +$179K 0.89% 26
2023
Q4 		$944K Sell
1,620
-103
-6% -$60.1K 0.69% 33
2023
Q3 		$925K Buy
1,723
+40
+2% +$20.6K 0.74% 27
2023
Q2 		$789K Sell
1,683
-106
-6% -$44.5K 0.61% 40
2023
Q1 		$614K Buy
1,789
+186
+12% +$62.7K 0.51% 44
2022
Q4 		$586K Buy
+1,603
New +$568K 0.54% 47

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

Ted Buchan & Co's LLY Position: Q2 2026 in Review

Ted Buchan & Co increased its Eli Lilly (LLY) stake by 4.9% in Q2 2026, buying an estimated $203K and bringing the position to 4,243 shares worth $5.09M. The position accounts for 1.66% of the portfolio, ranked #20.

Ted Buchan & Co first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Ted Buchan & Co held 4,243 shares of Eli Lilly worth $5.09M as of Q2 2026.
  • Ted Buchan & Co bought 199 Eli Lilly shares in Q2 2026, an estimated $203K.
  • Eli Lilly made up 1.66% of Ted Buchan & Co's portfolio in Q2 2026, its #20 holding.
  • Ted Buchan & Co first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Ted Buchan & Co's 13F filing for Q2 2026, filed 23 Jul 2026.