Diversify Advisory Services’s Eli Lilly LLY Stock Holding History

Diversify Advisory Services’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	$20M	Buy	16,684 +15,792	+1,770%	+$16.1M	0.33%	55
2026 Q1	$759K	Sell	892 -6,690	-88%	-$6.78M	0.12%	88
2025 Q4	$7.87M	Sell	7,582 -1	-0%	-$956	0.25%	69
2025 Q3	$6.8M	Buy	7,583 +128	+2%	+$95.3K	0.23%	71
2025 Q2	$4.77M	Buy	7,455 +424	+6%	+$329K	0.18%	92
2025 Q1	$6.22M	Buy	7,031 +917	+15%	+$763K	0.39%	46
2024 Q4	$4.89M	Sell	6,114 -2,798	-31%	-$2.32M	0.27%	55
2024 Q3	$8.1M	Buy	8,912 +1,031	+13%	+$927K	0.44%	42
2024 Q2	$7.35M	Buy	7,881 +4,788	+155%	+$3.83M	0.4%	45
2024 Q1	$2.35M	Buy	+3,093	New	+$2.2M	0.14%	146

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

Diversify Advisory Services's LLY Position: Q2 2026 in Review

Diversify Advisory Services increased its Eli Lilly (LLY) stake by 1,770% in Q2 2026, buying an estimated $16.1M and bringing the position to 16,684 shares worth $20M. The position accounts for 0.33% of the portfolio, ranked #55.

Diversify Advisory Services first reported a position in LLY in Q1 2024 and has held it in 10 quarters since. 4,614 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Diversify Advisory Services held 16,684 shares of Eli Lilly worth $20M as of Q2 2026.
Diversify Advisory Services bought 15,792 Eli Lilly shares in Q2 2026, an estimated $16.1M.
Eli Lilly made up 0.33% of Diversify Advisory Services's portfolio in Q2 2026, its #55 holding.
Diversify Advisory Services first reported a position in Eli Lilly in Q1 2024 and has held it in 10 quarters since.
4,614 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.