von Borstel & Associates’s Eli Lilly LLY Stock Holding History

von Borstel & Associates’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	$1.17M	Buy	972 +10	+1%	+$10.2K	0.24%	20
2026 Q1	$884K	Buy	962 +5	+0.5%	+$5.07K	0.2%	20
2025 Q4	$1.03M	Sell	957 -1,008	-51%	-$964K	0.24%	18
2025 Q3	$1.9M	Buy	1,965 +1,007	+105%	+$749K	0.29%	44
2025 Q2	$736K	Buy	958 +9	+0.9%	+$6.99K	0.19%	18
2025 Q1	$783K	Sell	949 -10	-1%	-$8.32K	0.23%	18
2024 Q4	$740K	Buy	959 +10	+1%	+$8.28K	0.29%	19
2024 Q3	$840K	Buy	+949	New	+$853K	0.48%	17

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

von Borstel & Associates's LLY Position: Q2 2026 in Review

von Borstel & Associates increased its Eli Lilly (LLY) stake by 1% in Q2 2026, buying an estimated $10.2K and bringing the position to 972 shares worth $1.17M. The position accounts for 0.24% of the portfolio, ranked #20.

von Borstel & Associates first reported a position in LLY in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.9M in Q3 2025. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

von Borstel & Associates held 972 shares of Eli Lilly worth $1.17M as of Q2 2026.
von Borstel & Associates bought 10 Eli Lilly shares in Q2 2026, an estimated $10.2K.
Eli Lilly made up 0.24% of von Borstel & Associates's portfolio in Q2 2026, its #20 holding.
von Borstel & Associates first reported a position in Eli Lilly in Q3 2024 and has held it in 8 quarters since.
von Borstel & Associates's Eli Lilly position peaked at $1.9M in Q3 2025.
4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on von Borstel & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.