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FSA Advisors’s Eli Lilly LLY Stock Holding History

FSA 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 		$421K Buy
+351
New +$359K 0.19% 147
2025
Q4 		– Sell
-469
Closed -$358K – 232
2025
Q3 		$358K Sell
469
-37
-7% -$27.5K 0.28% 99
2025
Q2 		$394K Sell
506
-41
-7% -$31.9K 0.32% 94
2025
Q1 		$452K Buy
547
+62
+13% +$51.6K 0.36% 88
2024
Q4 		$374K Sell
485
-339
-41% -$281K 0.46% 78
2024
Q3 		$736K Sell
824
-271
-25% -$244K 0.73% 39
2024
Q2 		$918K Buy
1,095
+445
+68% +$356K 0.96% 30
2024
Q1 		$506K Buy
+650
New +$463K 0.54% 60

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

FSA Advisors's LLY Position: Q2 2026 in Review

FSA Advisors opened a new position in Eli Lilly (LLY) in Q2 2026: 351 shares worth $421K. The stake represents 0.19% of the portfolio and ranks #147 among its holdings. This is a return to the name: FSA Advisors previously reported a position in LLY as recently as Q3 2025.

FSA Advisors first reported a position in LLY in Q1 2024 and has held it in 8 quarters since. The position peaked at $918K in Q2 2024. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • FSA Advisors held 351 shares of Eli Lilly worth $421K as of Q2 2026.
  • Eli Lilly was a new FSA Advisors position in Q2 2026.
  • Eli Lilly made up 0.19% of FSA Advisors's portfolio in Q2 2026, its #147 holding.
  • FSA Advisors first reported a position in Eli Lilly in Q1 2024 and has held it in 8 quarters since.
  • FSA Advisors's Eli Lilly position peaked at $918K in Q2 2024.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on FSA Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.