Estate Counselors’s Eli Lilly LLY Stock Holding History

Estate Counselors’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	$213K	Buy	+178	New	+$182K	0.02%	90
2024 Q4	–	Sell	-2,143	Closed	-$1.9M	–	110
2024 Q3	$1.9M	Hold	2,143	–	–	0.2%	47
2024 Q2	$1.94M	Hold	2,143	–	–	0.21%	42
2024 Q1	$1.67M	Buy	+2,143	New	+$1.53M	0.19%	58
2022 Q4	–	Sell	-178	Closed	-$57K	–	169
2022 Q3	$57K	Hold	178	–	–	0.01%	133
2022 Q2	$57K	Hold	178	–	–	0.01%	137
2022 Q1	$50K	Hold	178	–	–	0.01%	151
2021 Q4	$49K	Hold	178	–	–	0.01%	158
2021 Q3	$41K	Hold	178	–	–	0.01%	168
2021 Q2	$40K	Hold	178	–	–	0.01%	163
2021 Q1	$33K	Sell	178 -5,935	-97%	-$1.16M	﹤0.01%	160
2020 Q4	$1.03M	Buy	6,113 +2,307	+61%	+$344K	0.16%	71
2020 Q3	$563K	Sell	3,806 -2,352	-38%	-$364K	0.09%	77
2020 Q2	$1.01M	Buy	6,158 +2,588	+72%	+$397K	0.16%	68
2020 Q1	$495K	Buy	+3,570	New	+$491K	0.08%	75

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

Estate Counselors's LLY Position: Q2 2026 in Review

Estate Counselors opened a new position in Eli Lilly (LLY) in Q2 2026: 178 shares worth $213K. The stake represents 0.02% of the portfolio and ranks #90 among its holdings. This is a return to the name: Estate Counselors previously reported a position in LLY as recently as Q3 2024.

Estate Counselors first reported a position in LLY in Q1 2020 and has held it in 15 quarters since. The position peaked at $1.94M in Q2 2024. 4,626 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Estate Counselors held 178 shares of Eli Lilly worth $213K as of Q2 2026.
Eli Lilly was a new Estate Counselors position in Q2 2026.
Eli Lilly made up 0.02% of Estate Counselors's portfolio in Q2 2026, its #90 holding.
Estate Counselors first reported a position in Eli Lilly in Q1 2020 and has held it in 15 quarters since.
Estate Counselors's Eli Lilly position peaked at $1.94M in Q2 2024.
4,626 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Estate Counselors's 13F filing for Q2 2026, filed 7 Aug 2026.