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Foundations Investment Advisors’s Eli Lilly LLY Stock Holding History

Foundations Investment 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 		$78.8M Buy
65,706
+6,366
+11% +$6.5M 0.81% 23
2026
Q1 		$54.6M Buy
59,340
+4,343
+8% +$4.4M 0.68% 39
2025
Q4 		$59.1M Buy
54,997
+3,079
+6% +$2.94M 0.77% 33
2025
Q3 		$39.6M Buy
51,918
+3,256
+7% +$2.42M 0.58% 45
2025
Q2 		$37.9M Buy
48,662
+5,468
+13% +$4.25M 0.6% 48
2025
Q1 		$35.7M Buy
43,194
+6,054
+16% +$5.04M 0.66% 38
2024
Q4 		$28.7M Buy
37,140
+4,085
+12% +$3.38M 0.55% 45
2024
Q3 		$29.3M Buy
33,055
+10,129
+44% +$9.11M 0.62% 38
2024
Q2 		$20.8M Buy
22,926
+2,146
+10% +$1.72M 0.5% 49
2024
Q1 		$16.2M Buy
20,780
+612
+3% +$436K 0.42% 59
2023
Q4 		$13.3M Buy
20,168
+10,128
+101% +$5.91M 0.36% 62
2023
Q3 		$5.39M Buy
10,040
+2,949
+42% +$1.52M 0.17% 104
2023
Q2 		$3.33M Buy
7,091
+2,470
+53% +$1.04M 0.11% 134
2023
Q1 		$1.59M Buy
4,621
+1,173
+34% +$396K 0.06% 187
2022
Q4 		$1.26M Sell
3,448
-65
-2% -$23K 0.05% 184
2022
Q3 		$1.14M Sell
3,513
-187
-5% -$59.2K 0.05% 155
2022
Q2 		$1.22M Buy
3,700
+754
+26% +$226K 0.05% 122
2022
Q1 		$889K Sell
2,946
-74
-2% -$19K 0.03% 136
2021
Q4 		$773K Buy
3,020
+25
+0.8% +$6.34K 0.03% 151
2021
Q3 		$692K Buy
2,995
+8
+0.3% +$1.97K 0.03% 140
2021
Q2 		$702K Buy
2,987
+816
+38% +$164K 0.03% 128
2021
Q1 		$396K Buy
+2,171
New +$425K 0.02% 151

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 $3.38T AUM 44.17% 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

Foundations Investment Advisors's LLY Position: Q2 2026 in Review

Foundations Investment Advisors increased its Eli Lilly (LLY) stake by 11% in Q2 2026, buying an estimated $6.5M and bringing the position to 65,706 shares worth $78.8M. The position accounts for 0.81% of the portfolio, ranked #23.

Foundations Investment Advisors first reported a position in LLY in Q1 2021 and has held it in 22 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Foundations Investment Advisors held 65,706 shares of Eli Lilly worth $78.8M as of Q2 2026.
  • Foundations Investment Advisors bought 6,366 Eli Lilly shares in Q2 2026, an estimated $6.5M.
  • Eli Lilly made up 0.81% of Foundations Investment Advisors's portfolio in Q2 2026, its #23 holding.
  • Foundations Investment Advisors first reported a position in Eli Lilly in Q1 2021 and has held it in 22 quarters since.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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