Advisor Resource Council’s Eli Lilly LLY Stock Holding History

Advisor Resource Council’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	$490K	Buy	408 +28	+7%	+$28.6K	0.14%	148
2026 Q1	$350K	Buy	380 +8	+2%	+$8.11K	0.11%	159
2025 Q4	$388K	Buy	+372	New	+$356K	0.14%	160
2025 Q2	–	Sell	-1,514	Closed	-$1.08M	–	403
2025 Q1	$1.08M	Buy	+1,514	New	+$1.26M	0.09%	234
2024 Q4	–	Sell	-998	Closed	-$884K	–	181
2024 Q3	$884K	Buy	+998	New	+$897K	0.4%	58
2024 Q2	–	Sell	-910	Closed	-$530K	–	152
2024 Q1	$530K	Sell	910 -1,830	-67%	-$1.3M	0.22%	105
2023 Q4	$1.6M	Buy	+2,740	New	+$1.6M	0.19%	131
2022 Q3	–	Sell	-1,254	Closed	-$406K	–	338
2022 Q2	$406K	Buy	+1,254	New	+$376K	0.04%	316
2022 Q1	–	Sell	-1,178	Closed	-$326K	–	388
2021 Q4	$326K	Buy	+1,178	New	+$299K	0.03%	415
2021 Q3	–	Sell	-1,073	Closed	-$246K	–	353
2021 Q2	$246K	Buy	+1,073	New	+$216K	0.03%	432

Other funds holding LLY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisor Resource Council's LLY Position: Q2 2026 in Review

Advisor Resource Council increased its Eli Lilly (LLY) stake by 7.4% in Q2 2026, buying an estimated $28.6K and bringing the position to 408 shares worth $490K. The position accounts for 0.14% of the portfolio, ranked #148.

Advisor Resource Council first reported a position in LLY in Q2 2021 and has held it in 10 quarters since. The position peaked at $1.6M in Q4 2023. 4,599 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Advisor Resource Council held 408 shares of Eli Lilly worth $490K as of Q2 2026.
Advisor Resource Council bought 28 Eli Lilly shares in Q2 2026, an estimated $28.6K.
Eli Lilly made up 0.14% of Advisor Resource Council's portfolio in Q2 2026, its #148 holding.
Advisor Resource Council first reported a position in Eli Lilly in Q2 2021 and has held it in 10 quarters since.
Advisor Resource Council's Eli Lilly position peaked at $1.6M in Q4 2023.
4,599 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.