Evergreen Advisors’s Eli Lilly LLY Stock Holding History

Evergreen 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	–	Sell	-128	Closed	-$118K	–	106
2026 Q1	$118K	Buy	+128	New	+$130K	0.03%	36

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

Evergreen Advisors's LLY Position: Q2 2026 in Review

Evergreen Advisors sold out of Eli Lilly (LLY) in Q2 2026, closing a stake of 128 shares — an estimated $118K sold.

Evergreen Advisors first reported a position in LLY in Q1 2026 and held it in 1 quarter. The position peaked at $118K in Q1 2026. 4,598 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Evergreen Advisors reported no remaining Eli Lilly position as of Q2 2026 after selling out during the quarter.
Evergreen Advisors sold 128 Eli Lilly shares in Q2 2026, an estimated $118K.
Evergreen Advisors first reported a position in Eli Lilly in Q1 2026 and held it in 1 quarter.
Evergreen Advisors's Eli Lilly position peaked at $118K in Q1 2026.
4,598 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Evergreen Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.