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Enclave Advisors’s Eli Lilly LLY Stock Holding History

Enclave 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 		$723K Buy
602
+67
+13% +$68.5K 0.09% 81
2026
Q1 		$492K Sell
535
-31
-5% -$31.4K 0.07% 92
2025
Q4 		$609K Buy
566
+5
+0.9% +$4.78K 0.09% 85
2025
Q3 		$428K Buy
561
+85
+18% +$63.3K 0.07% 85
2025
Q2 		$371K Buy
476
+51
+12% +$39.6K 0.06% 86
2025
Q1 		$351K Buy
425
+15
+4% +$12.5K 0.06% 87
2024
Q4 		$317K Buy
410
+30
+8% +$24.8K 0.05% 98
2024
Q3 		$337K Buy
+380
New +$342K 0.06% 91

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

Enclave Advisors's LLY Position: Q2 2026 in Review

Enclave Advisors increased its Eli Lilly (LLY) stake by 13% in Q2 2026, buying an estimated $68.5K and bringing the position to 602 shares worth $723K. The position accounts for 0.09% of the portfolio, ranked #81.

Enclave Advisors first reported a position in LLY in Q3 2024 and has held it in 8 quarters since. 4,618 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Enclave Advisors held 602 shares of Eli Lilly worth $723K as of Q2 2026.
  • Enclave Advisors bought 67 Eli Lilly shares in Q2 2026, an estimated $68.5K.
  • Eli Lilly made up 0.09% of Enclave Advisors's portfolio in Q2 2026, its #81 holding.
  • Enclave Advisors first reported a position in Eli Lilly in Q3 2024 and has held it in 8 quarters since.
  • 4,618 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Enclave Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.