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DHJJ Financial Advisors’s Eli Lilly LLY Stock Holding History

DHJJ Financial 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 		$417K Buy
348
+3
+0.9% +$3.06K 0.12% 129
2026
Q1 		$317K Buy
345
+137
+66% +$139K 0.11% 145
2025
Q4 		$224K Hold
208
– – 0.07% 178
2025
Q3 		$159K Hold
208
– – 0.05% 203
2025
Q2 		$162K Buy
+208
New +$162K 0.06% 192

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 $3.38T AUM 44.17% 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

DHJJ Financial Advisors's LLY Position: Q2 2026 in Review

DHJJ Financial Advisors increased its Eli Lilly (LLY) stake by 0.87% in Q2 2026, buying an estimated $3.06K and bringing the position to 348 shares worth $417K. The position accounts for 0.12% of the portfolio, ranked #129.

DHJJ Financial Advisors first reported a position in LLY in Q2 2025 and has held it in 5 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • DHJJ Financial Advisors held 348 shares of Eli Lilly worth $417K as of Q2 2026.
  • DHJJ Financial Advisors bought 3 Eli Lilly shares in Q2 2026, an estimated $3.06K.
  • Eli Lilly made up 0.12% of DHJJ Financial Advisors's portfolio in Q2 2026, its #129 holding.
  • DHJJ Financial Advisors first reported a position in Eli Lilly in Q2 2025 and has held it in 5 quarters since.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.