AA
LLY icon

Advisory Advocates’s Eli Lilly LLY Stock Holding History

Advisory Advocates’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 		$204K Sell
170
-128
-43% -$131K 0.17% 175
2026
Q1 		$274K Buy
298
+73
+32% +$74K 0.28% 125
2025
Q4 		$242K Buy
+225
New +$215K 0.24% 135

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
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Advisory Advocates's LLY Position: Q2 2026 in Review

Advisory Advocates reduced its Eli Lilly (LLY) stake by 43% in Q2 2026, selling an estimated $131K and leaving 170 shares worth $204K. The position accounts for 0.17% of the portfolio, ranked #175.

Advisory Advocates first reported a position in LLY in Q4 2025 and has held it in 3 quarters since. The position peaked at $274K in Q1 2026. 4,431 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Advisory Advocates held 170 shares of Eli Lilly worth $204K as of Q2 2026.
  • Advisory Advocates sold 128 Eli Lilly shares in Q2 2026, an estimated $131K.
  • Eli Lilly made up 0.17% of Advisory Advocates's portfolio in Q2 2026, its #175 holding.
  • Advisory Advocates first reported a position in Eli Lilly in Q4 2025 and has held it in 3 quarters since.
  • Advisory Advocates's Eli Lilly position peaked at $274K in Q1 2026.
  • 4,431 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.