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Advisory Alpha’s Eli Lilly LLY Stock Holding History

Advisory Alpha’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
Q1 		$5.7M Buy
6,191
+151
+3% +$153K 0.16% 76
2025
Q4 		$6.49M Buy
6,040
+790
+15% +$755K 0.18% 68
2025
Q3 		$4.31M Buy
5,250
+605
+13% +$450K 0.12% 78
2025
Q2 		$3.62M Buy
4,645
+477
+11% +$371K 0.11% 87
2025
Q1 		$3.44M Buy
4,168
+417
+11% +$347K 0.12% 84
2024
Q4 		$2.9M Buy
3,751
+133
+4% +$110K 0.1% 83
2024
Q3 		$3.21M Buy
3,618
+410
+13% +$369K 0.11% 81
2024
Q2 		$2.9M Buy
3,208
+195
+6% +$156K 0.11% 87
2024
Q1 		$2.34M Buy
3,013
+1,401
+87% +$997K 0.1% 100
2023
Q4 		$940K Buy
1,612
+818
+103% +$477K 0.04% 148
2023
Q3 		$427K Sell
794
-9,172
-92% -$4.73M 0.02% 205
2023
Q2 		$4.67M Buy
9,966
+35
+0.4% +$14.7K 0.24% 63
2023
Q1 		$3.41M Buy
9,931
+78
+0.8% +$26.3K 0.22% 58
2022
Q4 		$3.6M Buy
9,853
+122
+1% +$43.3K 0.26% 49
2022
Q3 		$3.15M Sell
9,731
-33
-0.3% -$10.5K 0.24% 57
2022
Q2 		$3.17M Sell
9,764
-61
-0.6% -$18.3K 0.24% 50
2022
Q1 		$2.81M Buy
9,825
+92
+0.9% +$23.7K 0.18% 58
2021
Q4 		$2.69M Buy
9,733
+79
+0.8% +$20K 0.16% 66
2021
Q3 		$2.23M Buy
9,654
+24
+0.2% +$5.92K 0.15% 75
2021
Q2 		$2.21M Buy
9,630
+4
+0% +$803 0.18% 68
2021
Q1 		$1.8M Sell
9,626
-65
-0.7% -$12.7K 0.18% 61
2020
Q4 		$1.64M Buy
9,691
+63
+0.7% +$9.41K 0.33% 26
2020
Q3 		$1.43M Sell
9,628
-15
-0.2% -$2.32K 0.31% 27
2020
Q2 		$1.47M Buy
9,643
+8,303
+620% +$1.27M 0.33% 30
2020
Q1 		$214K Buy
1,340
+141
+12% +$19.4K 0.06% 95
2019
Q4 		$167K Sell
1,199
-43
-3% -$4.98K 0.04% 151
2019
Q3 		$133K Buy
+1,242
New +$138K 0.04% 149
2019
Q2 		– Sell
-1,214
Closed -$141K – 414
2019
Q1 		$141K Buy
+1,214
New +$148K 0.05% 136

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Advisory Alpha's LLY Position: Q1 2026 in Review

Advisory Alpha increased its Eli Lilly (LLY) stake by 2.5% in Q1 2026, buying an estimated $153K and bringing the position to 6,191 shares worth $5.7M. The position accounts for 0.16% of the portfolio, ranked #76.

Advisory Alpha first reported a position in LLY in Q1 2019 and has held it in 28 quarters since. The position peaked at $6.49M in Q4 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Advisory Alpha held 6,191 shares of Eli Lilly worth $5.7M as of Q1 2026.
  • Advisory Alpha bought 151 Eli Lilly shares in Q1 2026, an estimated $153K.
  • Eli Lilly made up 0.16% of Advisory Alpha's portfolio in Q1 2026, its #76 holding.
  • Advisory Alpha first reported a position in Eli Lilly in Q1 2019 and has held it in 28 quarters since.
  • Advisory Alpha's Eli Lilly position peaked at $6.49M in Q4 2025.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.