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Advisor OS’s Eli Lilly LLY Stock Holding History

Advisor OS’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 		$8.68M Sell
7,235
-35
-0.5% -$35.8K 0.58% 32
2026
Q1 		$6.69M Buy
7,270
+529
+8% +$536K 0.48% 37
2025
Q4 		$7.24M Buy
6,741
+668
+11% +$639K 0.58% 32
2025
Q3 		$4.63M Buy
6,073
+630
+12% +$469K 0.4% 36
2025
Q2 		$4.24M Buy
5,443
+82
+2% +$63.7K 0.42% 36
2025
Q1 		$4.43M Buy
5,361
+18
+0.3% +$15K 0.5% 32
2024
Q4 		$4.12M Buy
5,343
+240
+5% +$199K 0.48% 35
2024
Q3 		$4.52M Buy
5,103
+413
+9% +$371K 0.45% 37
2024
Q2 		$4.25M Buy
4,690
+159
+4% +$127K 0.47% 38
2024
Q1 		$3.53M Buy
4,531
+492
+12% +$350K 0.41% 42
2023
Q4 		$2.35M Buy
4,039
+1,377
+52% +$804K 0.31% 61
2023
Q3 		$1.43M Buy
2,662
+242
+10% +$125K 0.21% 89
2023
Q2 		$1.13M Buy
2,420
+1,332
+122% +$559K 0.19% 109
2023
Q1 		$374K Buy
1,088
+69
+7% +$23.3K 0.09% 179
2022
Q4 		$373K Buy
1,019
+148
+17% +$52.5K 0.1% 166
2022
Q3 		$282K Buy
871
+41
+5% +$13K 0.09% 164
2022
Q2 		$270K Hold
830
– – 0.08% 180
2022
Q1 		$237K Sell
830
-305
-27% -$78.5K 0.07% 190
2021
Q4 		$314K Buy
1,135
+38
+3% +$9.63K 0.06% 207
2021
Q3 		$253K Sell
1,097
-14
-1% -$3.46K 0.06% 205
2021
Q2 		$255K Buy
1,111
+14
+1% +$2.81K 0.05% 204
2021
Q1 		$205K Buy
+1,097
New +$215K 0.05% 191

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

Advisor OS's LLY Position: Q2 2026 in Review

Advisor OS reduced its Eli Lilly (LLY) stake by 0.48% in Q2 2026, selling an estimated $35.8K and leaving 7,235 shares worth $8.68M. The position accounts for 0.58% of the portfolio, ranked #32.

Advisor OS first reported a position in LLY in Q1 2021 and has held it in 22 quarters since. 4,602 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Advisor OS held 7,235 shares of Eli Lilly worth $8.68M as of Q2 2026.
  • Advisor OS sold 35 Eli Lilly shares in Q2 2026, an estimated $35.8K.
  • Eli Lilly made up 0.58% of Advisor OS's portfolio in Q2 2026, its #32 holding.
  • Advisor OS first reported a position in Eli Lilly in Q1 2021 and has held it in 22 quarters since.
  • 4,602 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.