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Concurrent Investment Advisors’s Eli Lilly LLY Stock Holding History

Concurrent Investment 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 		$1.08M Sell
900
-100
-10% -$102K 0.01% 975
2026
Q1 		$920K Sell
1,000
-1,000
-50% -$1.01M 0.01% 908
2025
Q4 		$2.15M Buy
+2,000
New +$1.91M 0.02% 548

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

Concurrent Investment Advisors's LLY Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Eli Lilly (LLY) stake by 9.3% in Q2 2026, buying an estimated $4.09M and bringing the position to 46,836 shares worth $56.2M. The position accounts for 0.48% of the portfolio, ranked #30.

Concurrent Investment Advisors first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 4,626 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Concurrent Investment Advisors held 46,836 shares of Eli Lilly worth $56.2M as of Q2 2026.
  • Concurrent Investment Advisors bought 4,003 Eli Lilly shares in Q2 2026, an estimated $4.09M.
  • Eli Lilly made up 0.48% of Concurrent Investment Advisors's portfolio in Q2 2026, its #30 holding.
  • Concurrent Investment Advisors first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
  • 4,626 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.