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Vista Investment Management’s Eli Lilly LLY Stock Holding History

Vista 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
2026
Q2 		$477K Buy
398
+50
+14% +$51.1K 0.14% 125
2026
Q1 		$320K Sell
348
-4
-1% -$4.05K 0.11% 144
2025
Q4 		$378K Buy
352
+24
+7% +$22.9K 0.12% 137
2025
Q3 		$250K Buy
328
+71
+28% +$52.8K 0.09% 156
2025
Q2 		$200K Buy
+257
New +$200K 0.07% 165
2025
Q1 		– Sell
-335
Closed -$259K – 177
2024
Q4 		$259K Sell
335
-3
-0.9% -$2.48K 0.1% 159
2024
Q3 		$299K Sell
338
-3
-0.9% -$2.7K 0.11% 151
2024
Q2 		$309K Sell
341
-2
-0.6% -$1.6K 0.13% 139
2024
Q1 		$267K Sell
343
-1
-0.3% -$712 0.11% 156
2023
Q4 		$201K Buy
+344
New +$201K 0.09% 166

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

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

Vista Investment Management increased its Eli Lilly (LLY) stake by 14% in Q2 2026, buying an estimated $51.1K and bringing the position to 398 shares worth $477K. The position accounts for 0.14% of the portfolio, ranked #125.

Vista Investment Management first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Vista Investment Management held 398 shares of Eli Lilly worth $477K as of Q2 2026.
  • Vista Investment Management bought 50 Eli Lilly shares in Q2 2026, an estimated $51.1K.
  • Eli Lilly made up 0.14% of Vista Investment Management's portfolio in Q2 2026, its #125 holding.
  • Vista Investment Management first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Vista Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.