Tortoise Investment Management’s Eli Lilly LLY Stock Holding History

Tortoise Investment 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
2025 Q3	–	Sell	-400	Closed	-$20K	–	1590
2025 Q2	$20K	Sell	400 -1,000	-71%	-$777K	﹤0.01%	507
2025 Q1	$41K	Buy	1,400 +800	+133%	+$666K	﹤0.01%	401
2024 Q4	$21K	Hold	600	–	–	﹤0.01%	535
2024 Q3	$17.7K	Hold	600	–	–	﹤0.01%	568
2024 Q2	$18K	Sell	600 -500	-45%	-$400K	﹤0.01%	549
2024 Q1	$8.82K	Buy	1,100 +600	+120%	+$427K	﹤0.01%	642
2023 Q4	$13.3K	Buy	+500	New	+$292K	﹤0.01%	532

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

Tortoise Investment Management's LLY Position: Q2 2026 in Review

Tortoise Investment Management increased its Eli Lilly (LLY) stake by 6.7% in Q2 2026, buying an estimated $83.8K and bringing the position to 1,314 shares worth $1.58M. The position accounts for 0.12% of the portfolio, ranked #111.

Tortoise Investment Management first reported a position in LLY in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.67M in Q3 2024. 4,639 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Tortoise Investment Management held 1,314 shares of Eli Lilly worth $1.58M as of Q2 2026.
Tortoise Investment Management bought 82 Eli Lilly shares in Q2 2026, an estimated $83.8K.
Eli Lilly made up 0.12% of Tortoise Investment Management's portfolio in Q2 2026, its #111 holding.
Tortoise Investment Management first reported a position in Eli Lilly in Q2 2013 and has held it in 53 quarters since.
Tortoise Investment Management's Eli Lilly position peaked at $1.67M in Q3 2024.
4,639 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.