David J. Yvars Group’s Eli Lilly LLY Stock Holding History

David J. Yvars Group’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	$1.07M	Hold	893	–	–	0.51%	28
2026 Q1	$821K	Buy	893 +1	+0.1%	+$1.01K	0.46%	35
2025 Q4	$959K	Buy	892 +12	+1%	+$11.5K	0.51%	27
2025 Q3	$672K	Hold	880	–	–	0.36%	36
2025 Q2	$686K	Sell	880 -105	-11%	-$81.6K	0.4%	33
2025 Q1	$814K	Sell	985 -485	-33%	-$404K	0.64%	26
2024 Q4	$1.13M	Buy	1,470 +42	+3%	+$34.8K	0.69%	23
2024 Q3	$1.27M	Buy	1,428 +10	+0.7%	+$8.99K	0.78%	23
2024 Q2	$1.28M	Buy	1,418 +27	+2%	+$21.6K	0.8%	24
2024 Q1	$1.08M	Buy	1,391 +485	+54%	+$345K	0.73%	26
2023 Q4	$528K	Buy	906 +105	+13%	+$61.3K	0.42%	33
2023 Q3	$430K	Hold	801	–	–	0.36%	40
2023 Q2	$376K	Hold	801	–	–	0.31%	43
2023 Q1	$275K	Sell	801 -11,020	-93%	-$3.72M	0.25%	56
2022 Q4	$4.32M	Sell	11,821 -396	-3%	-$140K	5.42%	6
2022 Q3	$3.95M	Buy	12,217 +11,421	+1,435%	+$3.62M	4.39%	9
2022 Q2	$258K	Hold	796	–	–	0.35%	47
2022 Q1	$228K	Hold	796	–	–	0.16%	70
2021 Q4	$220K	Buy	+796	New	+$202K	0.14%	73

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 $3.37T AUM 44.26% 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

David J. Yvars Group's LLY Position: Q2 2026 in Review

David J. Yvars Group held its Eli Lilly (LLY) position steady in Q2 2026 at 893 shares worth $1.07M. The position accounts for 0.51% of the portfolio, ranked #28.

David J. Yvars Group first reported a position in LLY in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.32M in Q4 2022. 4,614 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

David J. Yvars Group held 893 shares of Eli Lilly worth $1.07M as of Q2 2026.
David J. Yvars Group left its Eli Lilly share count unchanged in Q2 2026.
Eli Lilly made up 0.51% of David J. Yvars Group's portfolio in Q2 2026, its #28 holding.
David J. Yvars Group first reported a position in Eli Lilly in Q4 2021 and has held it in 19 quarters since.
David J. Yvars Group's Eli Lilly position peaked at $4.32M in Q4 2022.
4,614 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.