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Bruce G. Allen Investments’s Eli Lilly LLY Stock Holding History

Bruce G. Allen Investments’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 		$155K Sell
129
-14
-10% -$14.3K 0.1% 96
2026
Q1 		$132K Sell
143
-6
-4% -$6.08K 0.09% 121
2025
Q4 		$160K Sell
149
-39
-21% -$37.3K 0.11% 99
2025
Q3 		$143K Buy
188
+6
+3% +$4.46K 0.1% 111
2025
Q2 		$142K Sell
182
-29
-14% -$22.5K 0.11% 110
2025
Q1 		$174K Hold
211
– – 0.14% 82
2024
Q4 		$163K Sell
211
-2
-0.9% -$1.66K 0.13% 90
2024
Q3 		$189K Sell
213
-94
-31% -$84.5K 0.15% 81
2024
Q2 		$278K Sell
307
-53
-15% -$42.4K 0.23% 54
2024
Q1 		$280K Sell
360
-6
-2% -$4.27K 0.23% 56
2023
Q4 		$213K Buy
+366
New +$214K 0.19% 68

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

Bruce G. Allen Investments's LLY Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Eli Lilly (LLY) stake by 9.8% in Q2 2026, selling an estimated $14.3K and leaving 129 shares worth $155K. The position accounts for 0.1% of the portfolio, ranked #96.

Bruce G. Allen Investments first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. The position peaked at $280K in Q1 2024. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Bruce G. Allen Investments held 129 shares of Eli Lilly worth $155K as of Q2 2026.
  • Bruce G. Allen Investments sold 14 Eli Lilly shares in Q2 2026, an estimated $14.3K.
  • Eli Lilly made up 0.1% of Bruce G. Allen Investments's portfolio in Q2 2026, its #96 holding.
  • Bruce G. Allen Investments first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Eli Lilly position peaked at $280K in Q1 2024.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.