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Carson Advisory’s Eli Lilly LLY Stock Holding History

Carson Advisory’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 		$955K Buy
796
+15
+2% +$15.3K 0.44% 55
2026
Q1 		$718K Buy
781
+46
+6% +$46.6K 0.37% 62
2025
Q4 		$790K Hold
735
– – 0.41% 58
2025
Q3 		$561K Buy
735
+88
+14% +$65.5K 0.3% 75
2025
Q2 		$504K Buy
647
+25
+4% +$19.4K 0.32% 72
2025
Q1 		$514K Sell
622
-25
-4% -$20.8K 0.35% 71
2024
Q4 		$499K Sell
647
-392
-38% -$325K 0.35% 68
2024
Q3 		$921K Buy
1,039
+127
+14% +$114K 0.58% 46
2024
Q2 		$826K Sell
912
-5
-0.5% -$4K 0.58% 45
2024
Q1 		$713K Sell
917
-49
-5% -$34.9K 0.5% 61
2023
Q4 		$563K Sell
966
-90
-9% -$52.5K 0.44% 75
2023
Q3 		$567K Sell
1,056
-9
-0.8% -$4.64K 0.5% 69
2023
Q2 		$500K Sell
1,065
-99
-9% -$41.5K 0.42% 82
2023
Q1 		$400K Buy
1,164
+1
+0.1% +$337 0.36% 84
2022
Q4 		$426K Buy
1,163
+15
+1% +$5.32K 0.41% 67
2022
Q3 		$371K Sell
1,148
-159
-12% -$50.4K 0.41% 66
2022
Q2 		$424K Buy
1,307
+176
+16% +$52.8K 0.47% 62
2022
Q1 		$324K Buy
1,131
+1
+0.1% +$257 0.32% 79
2021
Q4 		$312K Buy
+1,130
New +$286K 0.32% 83

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

Carson Advisory's LLY Position: Q2 2026 in Review

Carson Advisory increased its Eli Lilly (LLY) stake by 1.9% in Q2 2026, buying an estimated $15.3K and bringing the position to 796 shares worth $955K. The position accounts for 0.44% of the portfolio, ranked #55.

Carson Advisory first reported a position in LLY in Q4 2021 and has held it in 19 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Carson Advisory held 796 shares of Eli Lilly worth $955K as of Q2 2026.
  • Carson Advisory bought 15 Eli Lilly shares in Q2 2026, an estimated $15.3K.
  • Eli Lilly made up 0.44% of Carson Advisory's portfolio in Q2 2026, its #55 holding.
  • Carson Advisory first reported a position in Eli Lilly in Q4 2021 and has held it in 19 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.