Cetera Investment Advisers
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Cetera Investment Advisers’s Eli Lilly LLY Stock Holding History

Cetera Investment Advisers’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
Q1 		$318M Buy
345,970
+16,189
+5% +$16.4M 0.34% 51
2025
Q4 		$354M Buy
329,781
+18,818
+6% +$18M 0.39% 41
2025
Q3 		$237M Buy
310,963
+57,124
+23% +$42.5M 0.28% 64
2025
Q2 		$198M Buy
253,839
+7,552
+3% +$5.87M 0.33% 52
2025
Q1 		$203M Buy
246,287
+13,689
+6% +$11.4M 0.39% 42
2024
Q4 		$180M Buy
232,598
+5,806
+3% +$4.81M 0.38% 45
2024
Q3 		$201M Buy
226,792
+1,870
+0.8% +$1.68M 0.44% 32
2024
Q2 		$204M Sell
224,922
-397
-0.2% -$318K 0.47% 30
2024
Q1 		$175M Buy
225,319
+152,319
+209% +$108M 0.41% 35
2023
Q4 		$42.6M Buy
73,000
+1,201
+2% +$701K 0.35% 44
2023
Q3 		$38.6M Buy
71,799
+4,069
+6% +$2.1M 0.33% 49
2023
Q2 		$31.8M Buy
67,730
+4,865
+8% +$2.04M 0.27% 61
2023
Q1 		$21.6M Buy
62,865
+455
+0.7% +$153K 0.19% 102
2022
Q4 		$22.8M Buy
62,410
+17,566
+39% +$6.23M 0.21% 87
2022
Q3 		$14.5M Sell
44,844
-8,330
-16% -$2.64M 0.29% 75
2022
Q2 		$17.2M Buy
53,174
+5,616
+12% +$1.69M 0.27% 73
2022
Q1 		$13.6M Buy
47,558
+987
+2% +$254K 0.2% 109
2021
Q4 		$12.9M Sell
46,571
-2,778
-6% -$704K 0.18% 119
2021
Q3 		$11.4M Sell
49,349
-5,625
-10% -$1.39M 0.18% 123
2021
Q2 		$12.6M Buy
54,974
+7,752
+16% +$1.56M 0.2% 112
2021
Q1 		$8.82M Sell
47,222
-472
-1% -$92.3K 0.17% 123
2020
Q4 		$8.05M Buy
47,694
+40,218
+538% +$6M 0.16% 141
2020
Q3 		$1.11M Buy
7,476
+618
+9% +$95.6K 0.09% 247
2020
Q2 		$1.13M Sell
6,858
-193
-3% -$29.6K 0.1% 213
2020
Q1 		$978K Buy
7,051
+1,666
+31% +$229K 0.12% 196
2019
Q4 		$704K Sell
5,385
-527
-9% -$61.1K 0.07% 270
2019
Q3 		$661K Sell
5,912
-158
-3% -$17.6K 0.08% 260
2019
Q2 		$674K Sell
6,070
-1,089
-15% -$128K 0.09% 235
2019
Q1 		$927K Buy
7,159
+78
+1% +$9.48K 0.13% 177
2018
Q4 		$823K Sell
7,081
-153
-2% -$17.1K 0.13% 172
2018
Q3 		$781K Buy
7,234
+780
+12% +$78K 0.11% 196
2018
Q2 		$554K Buy
6,454
+574
+10% +$47.1K 0.1% 229
2018
Q1 		$455K Sell
5,880
-5,363
-48% -$432K 0.09% 241
2017
Q4 		$944K Buy
11,243
+818
+8% +$69.6K 0.17% 154
2017
Q3 		$894K Sell
10,425
-366
-3% -$30K 0.2% 142
2017
Q2 		$886K Buy
10,791
+4,180
+63% +$341K 0.22% 125
2017
Q1 		$556K Sell
6,611
-313
-5% -$25.1K 0.15% 174
2016
Q4 		$510K Buy
6,924
+224
+3% +$16.7K 0.17% 162
2016
Q3 		$538K Sell
6,700
-5,190
-44% -$415K 0.23% 119
2016
Q2 		$936K Buy
11,890
+1,441
+14% +$108K 0.37% 78
2016
Q1 		$756K Buy
10,449
+770
+8% +$58.3K 0.33% 92
2015
Q4 		$814K Buy
+9,679
New +$803K 0.37% 77

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Cetera Investment Advisers's LLY Position: Q1 2026 in Review

Cetera Investment Advisers increased its Eli Lilly (LLY) stake by 4.9% in Q1 2026, buying an estimated $16.4M and bringing the position to 345,970 shares worth $318M. The position accounts for 0.34% of the portfolio, ranked #51.

Cetera Investment Advisers first reported a position in LLY in Q4 2015 and has held it in 42 quarters since. The position peaked at $354M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Cetera Investment Advisers held 345,970 shares of Eli Lilly worth $318M as of Q1 2026.
  • Cetera Investment Advisers bought 16,189 Eli Lilly shares in Q1 2026, an estimated $16.4M.
  • Eli Lilly made up 0.34% of Cetera Investment Advisers's portfolio in Q1 2026, its #51 holding.
  • Cetera Investment Advisers first reported a position in Eli Lilly in Q4 2015 and has held it in 42 quarters since.
  • Cetera Investment Advisers's Eli Lilly position peaked at $354M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.