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Benchmark Investment Advisors’s Eli Lilly LLY Stock Holding History

Benchmark 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 		$2.54M Buy
2,120
+62
+3% +$63.3K 1.12% 32
2026
Q1 		$1.89M Buy
+2,058
New +$2.09M 1.1% 33
2025
Q3 		$377K Buy
+494
New +$368K 0.22% 62
2025
Q1 		$206K Buy
+249
New +$207K 0.13% 86
2024
Q4 		– Sell
-249
Closed -$221K – 92
2024
Q3 		$221K Hold
249
– – 0.16% 85
2024
Q2 		$225K Buy
+249
New +$199K 0.16% 85

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

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

Benchmark Investment Advisors increased its Eli Lilly (LLY) stake by 3% in Q2 2026, buying an estimated $63.3K and bringing the position to 2,120 shares worth $2.54M. The position accounts for 1.12% of the portfolio, ranked #32.

Benchmark Investment Advisors first reported a position in LLY in Q2 2024 and has held it in 6 quarters since. 4,633 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Benchmark Investment Advisors held 2,120 shares of Eli Lilly worth $2.54M as of Q2 2026.
  • Benchmark Investment Advisors bought 62 Eli Lilly shares in Q2 2026, an estimated $63.3K.
  • Eli Lilly made up 1.12% of Benchmark Investment Advisors's portfolio in Q2 2026, its #32 holding.
  • Benchmark Investment Advisors first reported a position in Eli Lilly in Q2 2024 and has held it in 6 quarters since.
  • 4,633 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Benchmark Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.