CAG
LLY icon

Centerpoint Advisory Group’s Eli Lilly LLY Stock Holding History

Centerpoint Advisory Group’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 		$444K Hold
370
– – 0.28% 68
2026
Q1 		$340K Sell
370
-3
-0.8% -$3.04K 0.26% 74
2025
Q4 		$401K Hold
373
– – 0.31% 65
2025
Q3 		$285K Hold
373
– – 0.22% 79
2025
Q2 		$291K Sell
373
-287
-43% -$223K 0.25% 76
2025
Q1 		$545K Sell
660
-6
-0.9% -$4.99K 0.54% 49
2024
Q4 		$514K Buy
+666
New +$551K 0.5% 51

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

Centerpoint Advisory Group's LLY Position: Q2 2026 in Review

Centerpoint Advisory Group held its Eli Lilly (LLY) position steady in Q2 2026 at 370 shares worth $444K. The position accounts for 0.28% of the portfolio, ranked #68.

Centerpoint Advisory Group first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $545K in Q1 2025. 4,634 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Centerpoint Advisory Group held 370 shares of Eli Lilly worth $444K as of Q2 2026.
  • Centerpoint Advisory Group left its Eli Lilly share count unchanged in Q2 2026.
  • Eli Lilly made up 0.28% of Centerpoint Advisory Group's portfolio in Q2 2026, its #68 holding.
  • Centerpoint Advisory Group first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • Centerpoint Advisory Group's Eli Lilly position peaked at $545K in Q1 2025.
  • 4,634 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Centerpoint Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.