Frank Rimerman Advisors’s Eli Lilly LLY Stock Holding History

Frank Rimerman 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	$13.3M	Buy	11,066 +732	+7%	+$748K	0.75%	20
2026 Q1	$9.5M	Sell	10,334 -458	-4%	-$464K	0.62%	23
2025 Q4	$11.6M	Buy	10,792 +2,295	+27%	+$2.19M	0.74%	17
2025 Q3	$6.48M	Buy	8,497 +390	+5%	+$290K	0.42%	35
2025 Q2	$6.32M	Sell	8,107 -800	-9%	-$622K	0.42%	34
2025 Q1	$7.36M	Buy	8,907 +202	+2%	+$168K	0.58%	23
2024 Q4	$6.72M	Sell	8,705 -5,744	-40%	-$4.76M	0.49%	27
2024 Q3	$12.8M	Buy	14,449 +695	+5%	+$625K	0.91%	17
2024 Q2	$12.5M	Buy	13,754 +13,690	+21,391%	+$11M	0.88%	17
2024 Q1	$49.8K	Hold	64	–	–	0.01%	126
2023 Q4	$37.3K	Buy	+64	New	+$37.4K	0.01%	128

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Frank Rimerman Advisors's LLY Position: Q2 2026 in Review

Frank Rimerman Advisors increased its Eli Lilly (LLY) stake by 7.1% in Q2 2026, buying an estimated $748K and bringing the position to 11,066 shares worth $13.3M. The position accounts for 0.75% of the portfolio, ranked #20.

Frank Rimerman Advisors first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 4,623 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Frank Rimerman Advisors held 11,066 shares of Eli Lilly worth $13.3M as of Q2 2026.
Frank Rimerman Advisors bought 732 Eli Lilly shares in Q2 2026, an estimated $748K.
Eli Lilly made up 0.75% of Frank Rimerman Advisors's portfolio in Q2 2026, its #20 holding.
Frank Rimerman Advisors first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
4,623 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.