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Zuckerman Investment Group’s Eli Lilly LLY Stock Holding History

Zuckerman Investment Group’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 		$1.13M Hold
942
– – 0.1% 78
2026
Q1 		$866K Hold
942
– – 0.08% 75
2025
Q4 		$1.01M Hold
942
– – 0.09% 74
2025
Q3 		$719K Buy
942
+15
+2% +$11.2K 0.07% 97
2025
Q2 		$722K Buy
927
+27
+3% +$21K 0.07% 90
2025
Q1 		$743K Sell
900
-76
-8% -$63.2K 0.08% 89
2024
Q4 		$791K Sell
976
-11
-1% -$9.11K 0.08% 83
2024
Q3 		$875K Sell
987
-14
-1% -$12.6K 0.09% 79
2024
Q2 		$906K Hold
1,001
– – 0.1% 72
2024
Q1 		$779K Buy
1,001
+5
+0.5% +$3.56K 0.09% 77
2023
Q4 		$581K Buy
996
+106
+12% +$61.9K 0.08% 82
2023
Q3 		$478K Sell
890
-83
-9% -$42.8K 0.07% 85
2023
Q2 		$456K Sell
973
-16
-2% -$6.71K 0.07% 83
2023
Q1 		$340K Sell
989
-44
-4% -$14.8K 0.05% 92
2022
Q4 		$378K Buy
1,033
+170
+20% +$60.3K 0.06% 94
2022
Q3 		$279K Hold
863
– – 0.05% 98
2022
Q2 		$280K Hold
863
– – 0.05% 88
2022
Q1 		$247K Hold
863
– – 0.04% 98
2021
Q4 		$238K Buy
+863
New +$219K 0.04% 107

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

Zuckerman Investment Group's LLY Position: Q2 2026 in Review

Zuckerman Investment Group held its Eli Lilly (LLY) position steady in Q2 2026 at 942 shares worth $1.13M. The position accounts for 0.1% of the portfolio, ranked #78.

Zuckerman Investment Group first reported a position in LLY in Q4 2021 and has held it in 19 quarters since. 4,626 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Zuckerman Investment Group held 942 shares of Eli Lilly worth $1.13M as of Q2 2026.
  • Zuckerman Investment Group left its Eli Lilly share count unchanged in Q2 2026.
  • Eli Lilly made up 0.1% of Zuckerman Investment Group's portfolio in Q2 2026, its #78 holding.
  • Zuckerman Investment Group first reported a position in Eli Lilly in Q4 2021 and has held it in 19 quarters since.
  • 4,626 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Zuckerman Investment Group's 13F filing for Q2 2026, filed 14 Aug 2026.