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Financial Sense Advisors’s Eli Lilly LLY Stock Holding History

Financial Sense 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 		$1.97M Buy
1,642
+30
+2% +$30.7K 0.39% 53
2026
Q1 		$1.48M Hold
1,612
– – 0.3% 57
2025
Q4 		$1.73M Buy
1,612
+18
+1% +$17.2K 0.32% 59
2025
Q3 		$1.22M Sell
1,594
-48
-3% -$35.7K 0.21% 71
2025
Q2 		$1.28M Sell
1,642
-40
-2% -$31.1K 0.3% 58
2025
Q1 		$1.39M Hold
1,682
– – 0.39% 47
2024
Q4 		$1.3M Sell
1,682
-241
-13% -$200K 0.43% 46
2024
Q3 		$1.7M Sell
1,923
-1,361
-41% -$1.22M 0.46% 41
2024
Q2 		$2.97M Buy
3,284
+40
+1% +$32K 0.91% 29
2024
Q1 		$2.52M Buy
3,244
+28
+0.9% +$19.9K 0.83% 34
2023
Q4 		$1.87M Buy
3,216
+29
+0.9% +$16.9K 0.7% 38
2023
Q3 		$1.71M Hold
3,187
– – 0.73% 39
2023
Q2 		$1.49M Hold
3,187
– – 0.63% 49
2023
Q1 		$1.09M Sell
3,187
-722
-18% -$244K 0.48% 56
2022
Q4 		$1.43M Buy
+3,909
New +$1.39M 0.59% 47

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

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

Financial Sense Advisors increased its Eli Lilly (LLY) stake by 1.9% in Q2 2026, buying an estimated $30.7K and bringing the position to 1,642 shares worth $1.97M. The position accounts for 0.39% of the portfolio, ranked #53.

Financial Sense Advisors first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.97M in Q2 2024. 4,634 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Financial Sense Advisors held 1,642 shares of Eli Lilly worth $1.97M as of Q2 2026.
  • Financial Sense Advisors bought 30 Eli Lilly shares in Q2 2026, an estimated $30.7K.
  • Eli Lilly made up 0.39% of Financial Sense Advisors's portfolio in Q2 2026, its #53 holding.
  • Financial Sense Advisors first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
  • Financial Sense Advisors's Eli Lilly position peaked at $2.97M in Q2 2024.
  • 4,634 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Financial Sense Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.