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Alpha Financial Advisors’s Eli Lilly LLY Stock Holding History

Alpha 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 		$542K Hold
452
– – 0.14% 48
2026
Q1 		$415K Buy
452
+1
+0.2% +$1.01K 0.13% 36
2025
Q4 		$484K Hold
451
– – 0.15% 37
2025
Q3 		$344K Sell
451
-3
-0.7% -$2.23K 0.12% 38
2025
Q2 		$354K Buy
+454
New +$353K 0.14% 36

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

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

Alpha Financial Advisors held its Eli Lilly (LLY) position steady in Q2 2026 at 452 shares worth $542K. The position accounts for 0.14% of the portfolio, ranked #48.

Alpha Financial Advisors first reported a position in LLY in Q2 2025 and has held it in 5 quarters since. 4,630 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Alpha Financial Advisors held 452 shares of Eli Lilly worth $542K as of Q2 2026.
  • Alpha Financial Advisors left its Eli Lilly share count unchanged in Q2 2026.
  • Eli Lilly made up 0.14% of Alpha Financial Advisors's portfolio in Q2 2026, its #48 holding.
  • Alpha Financial Advisors first reported a position in Eli Lilly in Q2 2025 and has held it in 5 quarters since.
  • 4,630 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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