Financial Security Advisor’s Eli Lilly LLY Stock Holding History

Financial Security Advisor’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	$1.95M	Sell	1,627 -3,292	-67%	-$3.36M	0.32%	37
2026 Q1	$4.52M	Buy	4,919 +580	+13%	+$588K	0.83%	25
2025 Q4	$4.66M	Buy	4,339 +322	+8%	+$308K	0.9%	23
2025 Q3	$3.07M	Buy	4,017 +25	+0.6%	+$18.6K	0.65%	26
2025 Q2	$3.11M	Sell	3,992 -7	-0.2%	-$5.44K	0.72%	25
2025 Q1	$3.3M	Sell	3,999 -6	-0.1%	-$4.99K	0.84%	24
2024 Q4	$3.09M	Sell	4,005 -220	-5%	-$182K	0.79%	23
2024 Q3	$3.74M	Buy	4,225 +18	+0.4%	+$16.2K	0.93%	21
2024 Q2	$3.81M	Buy	4,207 +13	+0.3%	+$10.4K	1.28%	17
2024 Q1	$3.26M	Buy	4,194 +58	+1%	+$41.3K	1.14%	19
2023 Q4	$2.41M	Sell	4,136 -120	-3%	-$70K	0.95%	21
2023 Q3	$2.29M	Buy	+4,256	New	+$2.19M	1.05%	18

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

Financial Security Advisor's LLY Position: Q2 2026 in Review

Financial Security Advisor reduced its Eli Lilly (LLY) stake by 67% in Q2 2026, selling an estimated $3.36M and leaving 1,627 shares worth $1.95M. The position accounts for 0.32% of the portfolio, ranked #37.

Financial Security Advisor first reported a position in LLY in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.66M in Q4 2025. 4,602 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Financial Security Advisor held 1,627 shares of Eli Lilly worth $1.95M as of Q2 2026.
Financial Security Advisor sold 3,292 Eli Lilly shares in Q2 2026, an estimated $3.36M.
Eli Lilly made up 0.32% of Financial Security Advisor's portfolio in Q2 2026, its #37 holding.
Financial Security Advisor first reported a position in Eli Lilly in Q3 2023 and has held it in 12 quarters since.
Financial Security Advisor's Eli Lilly position peaked at $4.66M in Q4 2025.
4,602 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Financial Security Advisor's 13F filing for Q2 2026, filed 11 Aug 2026.