COFG Advisors’s Eli Lilly LLY Stock Holding History

COFG Advisors’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	$822K	Sell	686 -53	-7%	-$54.2K	0.14%	107
2026 Q1	$680K	Sell	739 -7	-0.9%	-$7.1K	0.17%	89
2025 Q4	$802K	Buy	+746	New	+$713K	0.2%	81

Other funds holding LLY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

COFG Advisors's LLY Position: Q2 2026 in Review

COFG Advisors reduced its Eli Lilly (LLY) stake by 7.2% in Q2 2026, selling an estimated $54.2K and leaving 686 shares worth $822K. The position accounts for 0.14% of the portfolio, ranked #107.

COFG Advisors first reported a position in LLY in Q4 2025 and has held it in 3 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

COFG Advisors held 686 shares of Eli Lilly worth $822K as of Q2 2026.
COFG Advisors sold 53 Eli Lilly shares in Q2 2026, an estimated $54.2K.
Eli Lilly made up 0.14% of COFG Advisors's portfolio in Q2 2026, its #107 holding.
COFG Advisors first reported a position in Eli Lilly in Q4 2025 and has held it in 3 quarters since.
4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on COFG Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.