AdviceOne Advisory Services’s Eli Lilly LLY Stock Holding History

AdviceOne Advisory Services’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	$500K	Hold	417	–	–	0.28%	22
2026 Q1	$384K	Hold	417	–	–	0.23%	22
2025 Q4	$448K	Hold	417	–	–	0.27%	20
2025 Q3	$318K	Buy	417 +27	+7%	+$20.1K	0.21%	29
2025 Q2	$304K	Buy	390 +31	+9%	+$24.1K	0.22%	25
2025 Q1	$297K	Buy	359 +18	+5%	+$15K	0.24%	20
2024 Q4	$263K	Buy	+341	New	+$282K	0.23%	21

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AdviceOne Advisory Services's LLY Position: Q2 2026 in Review

AdviceOne Advisory Services held its Eli Lilly (LLY) position steady in Q2 2026 at 417 shares worth $500K. The position accounts for 0.28% of the portfolio, ranked #22.

AdviceOne Advisory Services first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

AdviceOne Advisory Services held 417 shares of Eli Lilly worth $500K as of Q2 2026.
AdviceOne Advisory Services left its Eli Lilly share count unchanged in Q2 2026.
Eli Lilly made up 0.28% of AdviceOne Advisory Services's portfolio in Q2 2026, its #22 holding.
AdviceOne Advisory Services first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on AdviceOne Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.