AIA
LLY icon

Allied Investment Advisors’s Eli Lilly LLY Stock Holding History

Allied Investment Advisors’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 		$374K Sell
311
-1
-0.3% -$1.02K 0.05% 82
2026
Q1 		$287K Hold
312
– – 0.04% 82
2025
Q4 		$335K Sell
312
-14
-4% -$13.4K 0.05% 78
2025
Q3 		$248K Buy
326
+59
+22% +$43.9K 0.04% 86
2025
Q2 		$208K Sell
267
-3
-1% -$2.33K 0.04% 82
2025
Q1 		$223K Hold
270
– – 0.04% 82
2024
Q4 		$208K Buy
270
+18
+7% +$14.9K 0.04% 77
2024
Q3 		$223K Sell
252
-17
-6% -$15.3K 0.04% 71
2024
Q2 		$243K Hold
269
– – 0.06% 62
2024
Q1 		$209K Buy
+269
New +$191K 0.05% 65

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

Allied Investment Advisors's LLY Position: Q2 2026 in Review

Allied Investment Advisors reduced its Eli Lilly (LLY) stake by 0.32% in Q2 2026, selling an estimated $1.02K and leaving 311 shares worth $374K. The position accounts for 0.05% of the portfolio, ranked #82.

Allied Investment Advisors first reported a position in LLY in Q1 2024 and has held it in 10 quarters since. 4,599 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Allied Investment Advisors held 311 shares of Eli Lilly worth $374K as of Q2 2026.
  • Allied Investment Advisors sold 1 Eli Lilly share in Q2 2026, an estimated $1.02K.
  • Eli Lilly made up 0.05% of Allied Investment Advisors's portfolio in Q2 2026, its #82 holding.
  • Allied Investment Advisors first reported a position in Eli Lilly in Q1 2024 and has held it in 10 quarters since.
  • 4,599 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Allied Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.