ZI
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ZEGA Investments’s Eli Lilly LLY Stock Holding History

ZEGA Investments’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 		$120K Sell
100
-1,600
-94% -$1.63M 0.01% 315
2026
Q1 		$1.56M Buy
+1,700
New +$1.72M 0.18% 67

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ZEGA Investments's LLY Position: Q2 2026 in Review

ZEGA Investments reduced its Eli Lilly (LLY) stake by 15% in Q2 2026, selling an estimated $1.19M and leaving 6,635 shares worth $7.96M. The position accounts for 0.82% of the portfolio, ranked #23.

ZEGA Investments first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.23M in Q4 2025. 2,170 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • ZEGA Investments held 6,635 shares of Eli Lilly worth $7.96M as of Q2 2026.
  • ZEGA Investments sold 1,168 Eli Lilly shares in Q2 2026, an estimated $1.19M.
  • Eli Lilly made up 0.82% of ZEGA Investments's portfolio in Q2 2026, its #23 holding.
  • ZEGA Investments first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • ZEGA Investments's Eli Lilly position peaked at $8.23M in Q4 2025.
  • 2,170 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.