Financial Engines Advisors
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Financial Engines Advisors’s Eli Lilly LLY Stock Holding History

Financial Engines 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
Q1 		$2.44M Sell
2,653
-414
-13% -$420K 0.01% 207
2025
Q4 		$3.3M Buy
3,067
+85
+3% +$81.3K 0.01% 183
2025
Q3 		$2.28M Buy
2,982
+813
+37% +$605K ﹤0.01% 219
2025
Q2 		$1.69M Buy
2,169
+1,235
+132% +$960K ﹤0.01% 235
2025
Q1 		$772K Sell
934
-540
-37% -$449K ﹤0.01% 284
2024
Q4 		$1.14M Sell
1,474
-175
-11% -$145K ﹤0.01% 245
2024
Q3 		$1.46M Buy
1,649
+152
+10% +$137K ﹤0.01% 203
2024
Q2 		$1.36M Buy
1,497
+79
+6% +$63.2K ﹤0.01% 195
2024
Q1 		$1.1M Buy
1,418
+184
+15% +$131K ﹤0.01% 193
2023
Q4 		$720K Buy
1,234
+196
+19% +$114K ﹤0.01% 201
2023
Q3 		$557K Buy
1,038
+198
+24% +$102K ﹤0.01% 198
2023
Q2 		$394K Buy
840
+18
+2% +$7.55K ﹤0.01% 224
2023
Q1 		$282K Sell
822
-1,497
-65% -$505K ﹤0.01% 255
2022
Q4 		$849K Buy
2,319
+131
+6% +$46.4K ﹤0.01% 183
2022
Q3 		$707K Sell
2,188
-707
-24% -$224K ﹤0.01% 182
2022
Q2 		$938K Buy
2,895
+765
+36% +$230K ﹤0.01% 162
2022
Q1 		$610K Buy
+2,130
New +$548K ﹤0.01% 187
2021
Q4 		– Sell
-1,830
Closed -$422K – 286
2021
Q3 		$422K Buy
1,830
+365
+25% +$90.1K ﹤0.01% 183
2021
Q2 		$336K Buy
1,465
+58
+4% +$11.7K ﹤0.01% 168
2021
Q1 		$263K Buy
1,407
+82
+6% +$16K ﹤0.01% 227
2020
Q4 		$224K Sell
1,325
-255
-16% -$38.1K ﹤0.01% 240
2020
Q3 		$234K Buy
+1,580
New +$245K ﹤0.01% 212
2018
Q4 		– Sell
-59
Closed -$6K – 150
2018
Q3 		$6K Buy
+59
New +$5.9K ﹤0.01% 109

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Financial Engines Advisors's LLY Position: Q1 2026 in Review

Financial Engines Advisors reduced its Eli Lilly (LLY) stake by 13% in Q1 2026, selling an estimated $420K and leaving 2,653 shares worth $2.44M. The position accounts for 0.01% of the portfolio, ranked #207.

Financial Engines Advisors first reported a position in LLY in Q3 2018 and has held it in 23 quarters since. The position peaked at $3.3M in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Financial Engines Advisors held 2,653 shares of Eli Lilly worth $2.44M as of Q1 2026.
  • Financial Engines Advisors sold 414 Eli Lilly shares in Q1 2026, an estimated $420K.
  • Eli Lilly made up 0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #207 holding.
  • Financial Engines Advisors first reported a position in Eli Lilly in Q3 2018 and has held it in 23 quarters since.
  • Financial Engines Advisors's Eli Lilly position peaked at $3.3M in Q4 2025.
  • 4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.