FAG
LLY icon

Fortitude Advisory Group’s Eli Lilly LLY Stock Holding History

Fortitude Advisory Group’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 		$1.59M Buy
1,327
+52
+4% +$53.1K 0.61% 33
2026
Q1 		$1.17M Buy
1,275
+334
+35% +$339K 0.53% 35
2025
Q4 		$1.01M Buy
941
+128
+16% +$122K 0.43% 40
2025
Q3 		$621K Sell
813
-435
-35% -$324K 0.33% 61
2025
Q2 		$973K Sell
1,248
-55
-4% -$42.7K 0.56% 33
2025
Q1 		$958K Sell
1,303
-184
-12% -$153K 0.69% 25
2024
Q4 		$1.15M Buy
1,487
+178
+14% +$147K 0.69% 25
2024
Q3 		$1.16M Buy
1,309
+222
+20% +$200K 0.73% 23
2024
Q2 		$985K Sell
1,087
-1,083
-50% -$866K 0.59% 27
2024
Q1 		$1.69M Sell
2,170
-146
-6% -$104K 0.95% 16
2023
Q4 		$1.35M Buy
2,316
+298
+15% +$174K 0.82% 20
2023
Q3 		$1.08M Sell
2,018
-7
-0.3% -$3.61K 0.73% 24
2023
Q2 		$950K Sell
2,025
-246
-11% -$103K 0.7% 28
2023
Q1 		$780K Buy
2,271
+33
+1% +$11.1K 0.6% 37
2022
Q4 		$819K Buy
2,238
+127
+6% +$45K 0.7% 33
2022
Q3 		$683K Buy
2,111
+135
+7% +$42.8K 0.65% 37
2022
Q2 		$641K Buy
1,976
+6
+0.3% +$1.8K 0.59% 43
2022
Q1 		$564K Buy
1,970
+395
+25% +$102K 0.3% 52
2021
Q4 		$435K Buy
+1,575
New +$399K 0.22% 77

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Fortitude Advisory Group's LLY Position: Q2 2026 in Review

Fortitude Advisory Group increased its Eli Lilly (LLY) stake by 4.1% in Q2 2026, buying an estimated $53.1K and bringing the position to 1,327 shares worth $1.59M. The position accounts for 0.61% of the portfolio, ranked #33.

Fortitude Advisory Group first reported a position in LLY in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.69M in Q1 2024. 1,785 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Fortitude Advisory Group held 1,327 shares of Eli Lilly worth $1.59M as of Q2 2026.
  • Fortitude Advisory Group bought 52 Eli Lilly shares in Q2 2026, an estimated $53.1K.
  • Eli Lilly made up 0.61% of Fortitude Advisory Group's portfolio in Q2 2026, its #33 holding.
  • Fortitude Advisory Group first reported a position in Eli Lilly in Q4 2021 and has held it in 19 quarters since.
  • Fortitude Advisory Group's Eli Lilly position peaked at $1.69M in Q1 2024.
  • 1,785 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.