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Allium Financial Advisors’s Eli Lilly LLY Stock Holding History

Allium Financial 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 		$1.43M Sell
1,195
-1
-0.1% -$1.02K 0.94% 23
2026
Q1 		$1.1M Buy
1,196
+9
+0.8% +$9.12K 0.88% 21
2025
Q4 		$1.28M Hold
1,187
– – 1.01% 20
2025
Q3 		$906K Sell
1,187
-174
-13% -$129K 0.75% 26
2025
Q2 		$1.06M Buy
1,361
+1
+0.1% +$777 0.92% 21
2025
Q1 		$1.12M Buy
+1,360
New +$1.13M 1.02% 18

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

Allium Financial Advisors's LLY Position: Q2 2026 in Review

Allium Financial Advisors reduced its Eli Lilly (LLY) stake by 0.08% in Q2 2026, selling an estimated $1.02K and leaving 1,195 shares worth $1.43M. The position accounts for 0.94% of the portfolio, ranked #23.

Allium Financial Advisors first reported a position in LLY in Q1 2025 and has held it in 6 quarters since. 4,630 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Allium Financial Advisors held 1,195 shares of Eli Lilly worth $1.43M as of Q2 2026.
  • Allium Financial Advisors sold 1 Eli Lilly share in Q2 2026, an estimated $1.02K.
  • Eli Lilly made up 0.94% of Allium Financial Advisors's portfolio in Q2 2026, its #23 holding.
  • Allium Financial Advisors first reported a position in Eli Lilly in Q1 2025 and has held it in 6 quarters since.
  • 4,630 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Allium Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.