2
LLY
ELI LILLY & CO · Health Care
Consensus score 2/100 · #168 this quarter · tier-weighted across tracked managers
→NeutralPrice action since filingas of 2026-09-29
vs 50-day avg
+6.9%
21-day momentum
-5.0%
recent volume
0.66×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
S2· AdvancingStage Analysis · Weinstein
vs 30-wk avg
+14.4%
30-wk MA slope
+1.8%
rel. strength
+10.8
52-wk range
84%
Advancing — above a rising 30-week trend with positive relative strength. Weinstein’s buy zone. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.
Holders
3
tracked managers
New this Q
1
opened a position
Avg weight
2.8%
of their portfolios
Combined value
$874M
held, at quarter-end
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Polen Capital Quality growth | 6.9% | $800M | TRIM |
| Glenview Capital Concentrated | 1.4% | $69M | NEW |
| Horizon Kinetics Franchise/inflation | 0.1% | $5M | TRIM |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.