FNA
LLY icon

First National Advisers’s Eli Lilly LLY Stock Holding History

First National Advisers’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 		$11.1M Sell
9,217
-365
-4% -$373K 1.55% 14
2026
Q1 		$8.81M Sell
9,582
-780
-8% -$791K 1.29% 14
2025
Q4 		$11.1M Buy
10,362
+153
+1% +$146K 1.53% 12
2025
Q3 		$7.79M Buy
10,209
+80
+0.8% +$59.5K 1.06% 14
2025
Q2 		$7.9M Buy
10,129
+158
+2% +$123K 1.16% 12
2025
Q1 		$8.23M Sell
9,971
-1,881
-16% -$1.57M 1.32% 12
2024
Q4 		$9.15M Buy
11,852
+334
+3% +$277K 1.48% 11
2024
Q3 		$10.2M Buy
11,518
+527
+5% +$474K 1.63% 11
2024
Q2 		$9.95M Sell
10,991
-1,008
-8% -$806K 1.82% 8
2024
Q1 		$7.13M Buy
11,999
+3,447
+40% +$2.45M 1.59% 9
2023
Q4 		$4.99M Buy
8,552
+2,695
+46% +$1.57M 1.43% 10
2023
Q3 		$3.15M Buy
5,857
+1,509
+35% +$778K 1.4% 11
2023
Q2 		$2.04M Sell
4,348
-734
-14% -$308K 1.88% 6
2023
Q1 		$1.75M Buy
5,082
+393
+8% +$133K 1.98% 7
2022
Q4 		$1.72M Buy
4,689
+507
+12% +$180K 2.2% 4
2022
Q3 		$1.35M Buy
4,182
+1,182
+39% +$374K 2% 5
2022
Q2 		$973K Buy
+3,000
New +$901K 2.02% 7

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

First National Advisers's LLY Position: Q2 2026 in Review

First National Advisers reduced its Eli Lilly (LLY) stake by 3.8% in Q2 2026, selling an estimated $373K and leaving 9,217 shares worth $11.1M. The position accounts for 1.55% of the portfolio, ranked #14.

First National Advisers first reported a position in LLY in Q2 2022 and has held it in 17 quarters since. The position peaked at $11.1M in Q4 2025. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • First National Advisers held 9,217 shares of Eli Lilly worth $11.1M as of Q2 2026.
  • First National Advisers sold 365 Eli Lilly shares in Q2 2026, an estimated $373K.
  • Eli Lilly made up 1.55% of First National Advisers's portfolio in Q2 2026, its #14 holding.
  • First National Advisers first reported a position in Eli Lilly in Q2 2022 and has held it in 17 quarters since.
  • First National Advisers's Eli Lilly position peaked at $11.1M in Q4 2025.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on First National Advisers's 13F filing for Q2 2026, filed 21 Jul 2026.