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Foster Victor Wealth Advisors’s Eli Lilly LLY Stock Holding History

Foster Victor Wealth 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 		$18.2M Buy
15,754
+5,982
+61% +$6.11M 0.95% 33
2026
Q1 		$9.01M Buy
9,772
+7,453
+321% +$7.56M 0.52% 82
2025
Q4 		$2.41M Buy
2,319
+1,127
+95% +$1.08M 0.14% 114
2025
Q3 		$1M Buy
1,192
+527
+79% +$392K 0.06% 119
2025
Q2 		$523K Buy
665
+14
+2% +$10.9K 0.04% 141
2025
Q1 		$476K Sell
651
-91
-12% -$75.7K 0.04% 136
2024
Q4 		$538K Sell
742
-20
-3% -$16.6K 0.04% 130
2024
Q3 		$700K Sell
762
-9
-1% -$8.09K 0.06% 117
2024
Q2 		$726K Buy
771
+175
+29% +$140K 0.06% 116
2024
Q1 		$452K Buy
596
+166
+39% +$118K 0.04% 118
2023
Q4 		$269K Sell
430
-4
-0.9% -$2.33K 0.03% 144
2023
Q3 		$245K Buy
434
+3
+0.7% +$1.55K 0.03% 136
2023
Q2 		$201K Buy
+431
New +$181K 0.02% 156

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Foster Victor Wealth Advisors's LLY Position: Q2 2026 in Review

Foster Victor Wealth Advisors increased its Eli Lilly (LLY) stake by 61% in Q2 2026, buying an estimated $6.11M and bringing the position to 15,754 shares worth $18.2M. The position accounts for 0.95% of the portfolio, ranked #33.

Foster Victor Wealth Advisors first reported a position in LLY in Q2 2023 and has held it in 13 quarters since. 2,230 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Foster Victor Wealth Advisors held 15,754 shares of Eli Lilly worth $18.2M as of Q2 2026.
  • Foster Victor Wealth Advisors bought 5,982 Eli Lilly shares in Q2 2026, an estimated $6.11M.
  • Eli Lilly made up 0.95% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #33 holding.
  • Foster Victor Wealth Advisors first reported a position in Eli Lilly in Q2 2023 and has held it in 13 quarters since.
  • 2,230 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.