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Astoria Portfolio Advisors’s Eli Lilly LLY Stock Holding History

Astoria Portfolio 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 		$2.71M Buy
2,257
+416
+23% +$425K 0.46% 37
2026
Q1 		$1.6M Buy
1,841
+62
+3% +$62.9K 0.34% 45
2025
Q4 		$1.88M Buy
1,779
+30
+2% +$28.7K 0.43% 38
2025
Q3 		$1.48M Sell
1,749
-367
-17% -$273K 0.39% 39
2025
Q2 		$1.7M Sell
2,116
-24
-1% -$18.6K 0.48% 35
2025
Q1 		$1.77M Buy
2,140
+1,092
+104% +$909K 0.6% 34
2024
Q4 		$781K Buy
1,048
+42
+4% +$34.8K 0.28% 67
2024
Q3 		$938K Sell
1,006
-45
-4% -$40.5K 0.32% 58
2024
Q2 		$952K Sell
1,051
-17
-2% -$13.6K 0.34% 53
2024
Q1 		$802K Buy
1,068
+111
+12% +$79K 0.31% 59
2023
Q4 		$675K Buy
957
+27
+3% +$15.8K 0.27% 66
2023
Q3 		$529K Buy
930
+129
+16% +$66.5K 0.26% 80
2023
Q2 		$348K Buy
801
+3
+0.4% +$1.26K 0.13% 130
2023
Q1 		$283K Sell
798
-1,037
-57% -$350K 0.12% 143
2022
Q4 		$635K Sell
1,835
-35
-2% -$12.4K 0.3% 62
2022
Q3 		$605K Buy
1,870
+203
+12% +$64.3K 0.41% 60
2022
Q2 		$541K Sell
1,667
-81
-5% -$24.3K 0.39% 61
2022
Q1 		$501K Sell
1,748
-689
-28% -$177K 0.39% 61
2021
Q4 		$673K Buy
+2,437
New +$618K 0.53% 45

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

Astoria Portfolio Advisors's LLY Position: Q2 2026 in Review

Astoria Portfolio Advisors increased its Eli Lilly (LLY) stake by 23% in Q2 2026, buying an estimated $425K and bringing the position to 2,257 shares worth $2.71M. The position accounts for 0.46% of the portfolio, ranked #37.

Astoria Portfolio Advisors first reported a position in LLY in Q4 2021 and has held it in 19 quarters since. 4,618 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Astoria Portfolio Advisors held 2,257 shares of Eli Lilly worth $2.71M as of Q2 2026.
  • Astoria Portfolio Advisors bought 416 Eli Lilly shares in Q2 2026, an estimated $425K.
  • Eli Lilly made up 0.46% of Astoria Portfolio Advisors's portfolio in Q2 2026, its #37 holding.
  • Astoria Portfolio Advisors first reported a position in Eli Lilly in Q4 2021 and has held it in 19 quarters since.
  • 4,618 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Astoria Portfolio Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.