Certified Advisory Corp’s Eli Lilly LLY Stock Holding History

Certified Advisory Corp’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	$3.9M	Buy	3,249 +64	+2%	+$65.4K	0.31%	86
2026 Q1	$2.93M	Sell	3,185 -154	-5%	-$156K	0.26%	92
2025 Q4	$3.59M	Buy	3,339 +1	+0%	+$956	0.33%	80
2025 Q3	$2.55M	Sell	3,338 -337	-9%	-$251K	0.24%	99
2025 Q2	$2.86M	Buy	3,675 +61	+2%	+$47.4K	0.3%	90
2025 Q1	$2.98M	Sell	3,614 -422	-10%	-$351K	0.34%	84
2024 Q4	$3.12M	Sell	4,036 -59	-1%	-$48.9K	0.34%	84
2024 Q3	$3.63M	Buy	4,095 +31	+0.8%	+$27.9K	0.4%	70
2024 Q2	$3.68M	Buy	4,064 +142	+4%	+$114K	0.46%	66
2024 Q1	$3.05M	Sell	3,922 -8	-0.2%	-$5.69K	0.43%	72
2023 Q4	$2.29M	Sell	3,930 -33,264	-89%	-$19.4M	0.35%	85
2023 Q3	$2.13M	Buy	37,194 +33,435	+889%	+$17.2M	0.39%	80
2023 Q2	$1.76M	Sell	3,759 -47	-1%	-$19.7K	0.32%	86
2023 Q1	$1.31M	Buy	3,806 +275	+8%	+$92.7K	0.23%	104
2022 Q4	$1.29M	Sell	3,531 -65	-2%	-$23K	0.26%	100
2022 Q3	$1.16M	Buy	3,596 +35	+1%	+$11.1K	0.27%	97
2022 Q2	$1.16M	Hold	3,561	–	–	0.26%	97
2022 Q1	$1.02M	Buy	3,561 +1	+0%	+$257	0.22%	109
2021 Q4	$983K	Sell	3,560 -175	-5%	-$44.4K	0.22%	109
2021 Q3	$863K	Sell	3,735 -26	-0.7%	-$6.42K	0.21%	113
2021 Q2	$863K	Buy	3,761 +3,466	+1,175%	+$696K	0.22%	108
2021 Q1	$55K	Buy	+295	New	+$57.7K	0.01%	336
2020 Q2	$37K	Buy	226 +1	+0.4%	+$153	0.01%	345
2020 Q1	$31K	Hold	225	–	–	0.01%	345
2019 Q4	$30K	Buy	225 +1	+0.4%	+$116	0.01%	391
2019 Q3	$25K	Buy	224 +41	+22%	+$4.57K	0.01%	440
2019 Q2	$20K	Buy	183 +1	+0.5%	+$118	0.01%	489
2019 Q1	$24K	Sell	182 -12	-6%	-$1.46K	0.01%	415
2018 Q4	$23K	Hold	194	–	–	0.01%	399
2018 Q3	$20K	Buy	194 +3	+2%	+$300	0.01%	453
2018 Q2	$16K	Buy	191 +1	+0.5%	+$82	0.01%	466
2018 Q1	$13K	Buy	190 +76	+67%	+$6.12K	0.01%	474
2017 Q4	$8K	Buy	+114	New	+$9.7K	0.01%	503

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Certified Advisory Corp's LLY Position: Q2 2026 in Review

Certified Advisory Corp increased its Eli Lilly (LLY) stake by 2% in Q2 2026, buying an estimated $65.4K and bringing the position to 3,249 shares worth $3.9M. The position accounts for 0.31% of the portfolio, ranked #86.

Certified Advisory Corp first reported a position in LLY in Q4 2017 and has held it in 33 quarters since. 1,656 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Certified Advisory Corp held 3,249 shares of Eli Lilly worth $3.9M as of Q2 2026.
Certified Advisory Corp bought 64 Eli Lilly shares in Q2 2026, an estimated $65.4K.
Eli Lilly made up 0.31% of Certified Advisory Corp's portfolio in Q2 2026, its #86 holding.
Certified Advisory Corp first reported a position in Eli Lilly in Q4 2017 and has held it in 33 quarters since.
1,656 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.