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Fiducient Advisors’s Eli Lilly LLY Stock Holding History

Fiducient 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 		$361K Hold
301
– – 0.05% 115
2026
Q1 		$277K Buy
301
+1
+0.3% +$1.01K 0.04% 115
2025
Q4 		$322K Hold
300
– – 0.04% 139
2025
Q3 		$229K Buy
300
+25
+9% +$18.6K 0.03% 143
2025
Q2 		$214K Buy
+275
New +$214K 0.03% 145
2025
Q1 		– Sell
-308
Closed -$238K – 162
2024
Q4 		$238K Sell
308
-5
-2% -$4.14K 0.03% 133
2024
Q3 		$277K Sell
313
-470
-60% -$423K 0.03% 123
2024
Q2 		$710K Buy
783
+45
+6% +$36K 0.1% 79
2024
Q1 		$574K Hold
738
– – 0.11% 79
2023
Q4 		$430K Buy
+738
New +$431K 0.08% 84

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

Fiducient Advisors's LLY Position: Q2 2026 in Review

Fiducient Advisors held its Eli Lilly (LLY) position steady in Q2 2026 at 301 shares worth $361K. The position accounts for 0.05% of the portfolio, ranked #115.

Fiducient Advisors first reported a position in LLY in Q4 2023 and has held it in 10 quarters since. The position peaked at $710K in Q2 2024. 4,630 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Fiducient Advisors held 301 shares of Eli Lilly worth $361K as of Q2 2026.
  • Fiducient Advisors left its Eli Lilly share count unchanged in Q2 2026.
  • Eli Lilly made up 0.05% of Fiducient Advisors's portfolio in Q2 2026, its #115 holding.
  • Fiducient Advisors first reported a position in Eli Lilly in Q4 2023 and has held it in 10 quarters since.
  • Fiducient Advisors's Eli Lilly position peaked at $710K in Q2 2024.
  • 4,630 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Fiducient Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.