Tufton Capital Management’s Eli Lilly LLY Stock Holding History

Tufton 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	$6.87M	Sell	5,728 -87	-1%	-$88.9K	1.15%	31
2026 Q1	$5.35M	Sell	5,815 -74	-1%	-$75K	0.97%	35
2025 Q4	$6.33M	Buy	5,889 +157	+3%	+$150K	1.11%	34
2025 Q3	$4.37M	Buy	5,732 +986	+21%	+$734K	0.78%	45
2025 Q2	$3.7M	Sell	4,746 -121	-2%	-$94K	0.7%	50
2025 Q1	$4.02M	Buy	4,867 +78	+2%	+$64.9K	0.77%	48
2024 Q4	$3.7M	Buy	4,789 +212	+5%	+$176K	0.7%	49
2024 Q3	$4.05M	Buy	4,577 +1,110	+32%	+$998K	0.76%	45
2024 Q2	$3.14M	Buy	3,467 +15	+0.4%	+$12K	0.61%	49
2024 Q1	$2.69M	Buy	3,452 +1,116	+48%	+$794K	0.53%	57
2023 Q4	$1.36M	Buy	2,336 +1,896	+431%	+$1.11M	0.29%	66
2023 Q3	$236K	Hold	440	–	–	0.05%	112
2023 Q2	$206K	Buy	+440	New	+$185K	0.04%	118

Other funds holding LLY

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Tufton Capital Management's LLY Position: Q2 2026 in Review

Tufton Capital Management reduced its Eli Lilly (LLY) stake by 1.5% in Q2 2026, selling an estimated $88.9K and leaving 5,728 shares worth $6.87M. The position accounts for 1.15% of the portfolio, ranked #31.

Tufton Capital Management first reported a position in LLY in Q2 2023 and has held it in 13 quarters since. 2,247 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Tufton Capital Management held 5,728 shares of Eli Lilly worth $6.87M as of Q2 2026.
Tufton Capital Management sold 87 Eli Lilly shares in Q2 2026, an estimated $88.9K.
Eli Lilly made up 1.15% of Tufton Capital Management's portfolio in Q2 2026, its #31 holding.
Tufton Capital Management first reported a position in Eli Lilly in Q2 2023 and has held it in 13 quarters since.
2,247 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Tufton Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.