Westfield Capital Management
LLY icon

Westfield Capital Management’s Eli Lilly LLY Stock Holding History

Westfield 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 		$500M Buy
416,732
+52,153
+14% +$53.3M 1.63% 11
2026
Q1 		$335M Buy
364,579
+87,030
+31% +$88.2M 1.41% 13
2025
Q4 		$298M Buy
277,549
+544
+0.2% +$520K 1.24% 14
2025
Q3 		$211M Sell
277,005
-30,488
-10% -$22.7M 0.89% 21
2025
Q2 		$240M Buy
307,493
+48,541
+19% +$37.7M 1.01% 19
2025
Q1 		$214M Buy
258,952
+38,959
+18% +$32.4M 1.04% 17
2024
Q4 		$170M Buy
219,993
+193,642
+735% +$160M 0.74% 27
2024
Q3 		$23.3M Sell
26,351
-3,452
-12% -$3.1M 0.11% 178
2024
Q2 		$27M Buy
29,803
+1,478
+5% +$1.18M 0.13% 178
2024
Q1 		$22M Sell
28,325
-140,005
-83% -$99.6M 0.12% 181
2023
Q4 		$98.1M Sell
168,330
-117,685
-41% -$68.7M 0.57% 49
2023
Q3 		$154M Sell
286,015
-110,935
-28% -$57.2M 1.05% 16
2023
Q2 		$186M Buy
396,950
+9,386
+2% +$3.94M 1.18% 15
2023
Q1 		$133M Buy
387,564
+59,440
+18% +$20M 0.94% 20
2022
Q4 		$120M Sell
328,124
-33,616
-9% -$11.9M 0.93% 21
2022
Q3 		$117M Buy
361,740
+361,040
+51,577% +$114M 0.93% 21
2022
Q2 		$227K Buy
+700
New +$210K ﹤0.01% 235
2018
Q2 		– Sell
-109,170
Closed -$8.45M – 258
2018
Q1 		$8.45M Sell
109,170
-923,681
-89% -$74.4M 0.07% 204
2017
Q4 		$87.2M Sell
1,032,851
-373,662
-27% -$31.8M 0.67% 44
2017
Q3 		$120M Buy
1,406,513
+78,333
+6% +$6.42M 0.92% 23
2017
Q2 		$109M Buy
+1,328,180
New +$108M 0.93% 25
2013
Q3 		– Sell
-60,900
Closed -$2.99M – 363
2013
Q2 		$2.99M Buy
+60,900
New +$3.31M 0.02% 258

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 $3.37T AUM 44.26% 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

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

Westfield Capital Management increased its Eli Lilly (LLY) stake by 14% in Q2 2026, buying an estimated $53.3M and bringing the position to 416,732 shares worth $500M. The position accounts for 1.63% of the portfolio, ranked #11.

Westfield Capital Management first reported a position in LLY in Q2 2013 and has held it in 22 quarters since. 4,626 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Westfield Capital Management held 416,732 shares of Eli Lilly worth $500M as of Q2 2026.
  • Westfield Capital Management bought 52,153 Eli Lilly shares in Q2 2026, an estimated $53.3M.
  • Eli Lilly made up 1.63% of Westfield Capital Management's portfolio in Q2 2026, its #11 holding.
  • Westfield Capital Management first reported a position in Eli Lilly in Q2 2013 and has held it in 22 quarters since.
  • 4,626 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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