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
2024
Q2 		– Sell
-1,000
Closed -$7.65K – 3806
2024
Q1 		$7.65K Buy
+1,000
New +$712K ﹤0.01% 3661

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.