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Zullo Investment Group’s Eli Lilly LLY Stock Holding History

Zullo 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 		$2.15M Buy
1,791
+36
+2% +$36.8K 0.73% 35
2026
Q1 		$1.61M Buy
1,755
+41
+2% +$41.6K 0.61% 41
2025
Q4 		$1.84M Buy
1,714
+16
+0.9% +$15.3K 0.67% 37
2025
Q3 		$1.3M Buy
1,698
+49
+3% +$36.5K 0.48% 48
2025
Q2 		$1.29M Buy
1,649
+85
+5% +$66.1K 0.52% 46
2025
Q1 		$1.29M Buy
1,564
+51
+3% +$42.4K 0.55% 45
2024
Q4 		$1.17M Buy
1,513
+37
+3% +$30.6K 0.47% 47
2024
Q3 		$1.31M Buy
1,476
+13
+0.9% +$11.7K 0.54% 43
2024
Q2 		$1.32M Buy
1,463
+14
+1% +$11.2K 0.58% 45
2024
Q1 		$1.13M Buy
1,449
+247
+21% +$176K 0.53% 49
2023
Q4 		$701K Buy
1,202
+117
+11% +$68.3K 0.36% 65
2023
Q3 		$583K Buy
1,085
+52
+5% +$26.8K 0.34% 65
2023
Q2 		$484K Buy
1,033
+5
+0.5% +$2.1K 0.28% 77
2023
Q1 		$353K Buy
1,028
+25
+2% +$8.43K 0.22% 93
2022
Q4 		$367K Buy
1,003
+7
+0.7% +$2.48K 0.22% 88
2022
Q3 		$322K Buy
996
+21
+2% +$6.65K 0.21% 88
2022
Q2 		$316K Buy
975
+7
+0.7% +$2.1K 0.2% 96
2022
Q1 		$277K Sell
968
-100
-9% -$25.7K 0.14% 121
2021
Q4 		$295K Buy
+1,068
New +$271K 0.15% 120

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

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

Zullo Investment Group increased its Eli Lilly (LLY) stake by 2.1% in Q2 2026, buying an estimated $36.8K and bringing the position to 1,791 shares worth $2.15M. The position accounts for 0.73% of the portfolio, ranked #35.

Zullo Investment Group first reported a position in LLY in Q4 2021 and has held it in 19 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Zullo Investment Group held 1,791 shares of Eli Lilly worth $2.15M as of Q2 2026.
  • Zullo Investment Group bought 36 Eli Lilly shares in Q2 2026, an estimated $36.8K.
  • Eli Lilly made up 0.73% of Zullo Investment Group's portfolio in Q2 2026, its #35 holding.
  • Zullo Investment Group first reported a position in Eli Lilly in Q4 2021 and has held it in 19 quarters since.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.