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Bell Investment Advisors’s Eli Lilly LLY Stock Holding History

Bell 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 		$540K Buy
450
+37
+9% +$37.8K 0.08% 82
2026
Q1 		$380K Buy
413
+2
+0.5% +$2.03K 0.06% 93
2025
Q4 		$442K Buy
411
+75
+22% +$71.7K 0.07% 83
2025
Q3 		$256K Buy
336
+13
+4% +$9.67K 0.04% 107
2025
Q2 		$252K Sell
323
-5
-2% -$3.88K 0.04% 106
2025
Q1 		$271K Buy
328
+13
+4% +$10.8K 0.05% 92
2024
Q4 		$243K Sell
315
-9
-3% -$7.45K 0.05% 98
2024
Q3 		$287K Buy
324
+2
+0.6% +$1.8K 0.05% 91
2024
Q2 		$292K Buy
322
+14
+5% +$11.2K 0.06% 87
2024
Q1 		$240K Buy
308
+8
+3% +$5.69K 0.05% 93
2023
Q4 		$175K Buy
300
+6
+2% +$3.5K 0.04% 100
2023
Q3 		$158K Buy
294
+1
+0.3% +$515 0.04% 100
2023
Q2 		$137K Buy
293
+67
+30% +$28.1K 0.03% 94
2023
Q1 		$77.6K Sell
226
-32
-12% -$10.8K 0.02% 124
2022
Q4 		$94.4K Buy
258
+67
+35% +$23.8K 0.02% 108
2022
Q3 		$62K Sell
191
-3
-2% -$951 0.02% 114
2022
Q2 		$63K Buy
+194
New +$58.2K 0.02% 115
2021
Q4 		$45K Buy
162
+24
+17% +$6.08K 0.01% 174
2021
Q3 		$32K Buy
+138
New +$34.1K 0.01% 201

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 $3.38T AUM 44.17% 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

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

Bell Investment Advisors increased its Eli Lilly (LLY) stake by 9% in Q2 2026, buying an estimated $37.8K and bringing the position to 450 shares worth $540K. The position accounts for 0.08% of the portfolio, ranked #82.

Bell Investment Advisors first reported a position in LLY in Q3 2021 and has held it in 19 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Bell Investment Advisors held 450 shares of Eli Lilly worth $540K as of Q2 2026.
  • Bell Investment Advisors bought 37 Eli Lilly shares in Q2 2026, an estimated $37.8K.
  • Eli Lilly made up 0.08% of Bell Investment Advisors's portfolio in Q2 2026, its #82 holding.
  • Bell Investment Advisors first reported a position in Eli Lilly in Q3 2021 and has held it in 19 quarters since.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.