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Accuvest Global Advisors’s Eli Lilly LLY Stock Holding History

Accuvest Global Advisors’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 		$3.55M Buy
2,984
+1,512
+103% +$1.54M 3.06% 11
2026
Q1 		$1.41M Sell
1,472
-967
-40% -$980K 1.32% 24
2025
Q4 		$2.62M Buy
+2,439
New +$2.33M 1.93% 21
2025
Q3 		– Sell
-3,800
Closed -$2.96M – 88
2025
Q2 		$2.96M Buy
+3,800
New +$2.95M 1.93% 21
2024
Q4 		– Sell
-3,600
Closed -$3.19M – 44
2024
Q3 		$3.19M Buy
+3,600
New +$3.24M 2.74% 15
2024
Q2 		– Sell
-3,750
Closed -$2.92M – 73
2024
Q1 		$2.92M Sell
3,750
-150
-4% -$107K 1.28% 27
2023
Q4 		$2.27M Sell
3,900
-16
-0.4% -$9.34K 2.42% 18
2023
Q3 		$2.1M Sell
3,916
-484
-11% -$249K 1.15% 29
2023
Q2 		$2.06M Sell
4,400
-1,200
-21% -$503K 1.06% 30
2023
Q1 		$1.92M Buy
+5,600
New +$1.89M 0.87% 26
2022
Q4 		– Sell
-708
Closed -$229K – 119
2022
Q3 		$229K Hold
708
– – 0.16% 88
2022
Q2 		$230K Buy
+708
New +$213K 0.15% 90

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

Accuvest Global Advisors's LLY Position: Q2 2026 in Review

Accuvest Global Advisors increased its Eli Lilly (LLY) stake by 103% in Q2 2026, buying an estimated $1.54M and bringing the position to 2,984 shares worth $3.55M. The position accounts for 3.06% of the portfolio, ranked #11.

Accuvest Global Advisors first reported a position in LLY in Q2 2022 and has held it in 12 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Accuvest Global Advisors held 2,984 shares of Eli Lilly worth $3.55M as of Q2 2026.
  • Accuvest Global Advisors bought 1,512 Eli Lilly shares in Q2 2026, an estimated $1.54M.
  • Eli Lilly made up 3.06% of Accuvest Global Advisors's portfolio in Q2 2026, its #11 holding.
  • Accuvest Global Advisors first reported a position in Eli Lilly in Q2 2022 and has held it in 12 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Accuvest Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.