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Verum Partners’s Eli Lilly LLY Stock Holding History

Verum Partners’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 		$4.46M Buy
3,715
+99
+3% +$101K 0.67% 29
2026
Q1 		$3.33M Sell
3,616
-221
-6% -$224K 0.63% 33
2025
Q4 		$4.12M Sell
3,837
-345
-8% -$330K 0.83% 26
2025
Q3 		$3.19M Buy
4,182
+8
+0.2% +$5.95K 0.68% 33
2025
Q2 		$3.25M Buy
4,174
+3,463
+487% +$2.69M 0.75% 32
2025
Q1 		$587K Buy
711
+28
+4% +$23.3K 0.16% 71
2024
Q4 		$527K Sell
683
-65
-9% -$53.8K 0.15% 84
2024
Q3 		$662K Buy
748
+17
+2% +$15.3K 0.19% 72
2024
Q2 		$662K Buy
731
+11
+2% +$8.8K 0.21% 70
2024
Q1 		$560K Sell
720
-20
-3% -$14.2K 0.2% 77
2023
Q4 		$431K Sell
740
-15
-2% -$8.76K 0.17% 86
2023
Q3 		$406K Buy
755
+238
+46% +$123K 0.18% 82
2023
Q2 		$242K Buy
+517
New +$217K 0.22% 86
2023
Q1 		– Sell
-623
Closed -$228K – 67
2022
Q4 		$228K Buy
+623
New +$221K 0.28% 65

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 $3.38T AUM 44.17% 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

Verum Partners's LLY Position: Q2 2026 in Review

Verum Partners increased its Eli Lilly (LLY) stake by 2.7% in Q2 2026, buying an estimated $101K and bringing the position to 3,715 shares worth $4.46M. The position accounts for 0.67% of the portfolio, ranked #29.

Verum Partners first reported a position in LLY in Q4 2022 and has held it in 14 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Verum Partners held 3,715 shares of Eli Lilly worth $4.46M as of Q2 2026.
  • Verum Partners bought 99 Eli Lilly shares in Q2 2026, an estimated $101K.
  • Eli Lilly made up 0.67% of Verum Partners's portfolio in Q2 2026, its #29 holding.
  • Verum Partners first reported a position in Eli Lilly in Q4 2022 and has held it in 14 quarters since.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Verum Partners's 13F filing for Q2 2026, filed 22 Jul 2026.