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Evernest Financial Advisors’s Eli Lilly LLY Stock Holding History

Evernest 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 		$5.56M Buy
4,640
+168
+4% +$172K 1.16% 20
2026
Q1 		$3.88M Buy
4,472
+213
+5% +$216K 0.81% 23
2025
Q4 		$4.45M Sell
4,259
-421
-9% -$403K 0.93% 24
2025
Q3 		$3.57M Sell
4,680
-198
-4% -$147K 1% 23
2025
Q2 		$3.8M Buy
4,878
+99
+2% +$76.9K 1.23% 20
2025
Q1 		$3.95M Buy
4,779
+360
+8% +$300K 1.42% 19
2024
Q4 		$3.41M Sell
4,419
-207
-4% -$171K 0.89% 24
2024
Q3 		$4.1M Sell
4,626
-94
-2% -$84.5K 1.1% 20
2024
Q2 		$4.27M Buy
4,720
+124
+3% +$99.2K 1.91% 16
2024
Q1 		$3.34M Buy
4,596
+127
+3% +$90.4K 1.58% 17
2023
Q4 		$2.61M Buy
+4,469
New +$2.61M 1.32% 17
2021
Q4 		$3.32M Buy
+4,483
New +$1.14M 1.72% 17

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

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

Evernest Financial Advisors increased its Eli Lilly (LLY) stake by 3.8% in Q2 2026, buying an estimated $172K and bringing the position to 4,640 shares worth $5.56M. The position accounts for 1.16% of the portfolio, ranked #20.

Evernest Financial Advisors first reported a position in LLY in Q4 2021 and has held it in 12 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Evernest Financial Advisors held 4,640 shares of Eli Lilly worth $5.56M as of Q2 2026.
  • Evernest Financial Advisors bought 168 Eli Lilly shares in Q2 2026, an estimated $172K.
  • Eli Lilly made up 1.16% of Evernest Financial Advisors's portfolio in Q2 2026, its #20 holding.
  • Evernest Financial Advisors first reported a position in Eli Lilly in Q4 2021 and has held it in 12 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.