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Guardian Asset Advisors’s Eli Lilly LLY Stock Holding History

Guardian Asset 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 		$3.85M Sell
3,207
-88
-3% -$89.9K 1.77% 13
2026
Q1 		$3.03M Sell
3,295
-103
-3% -$104K 1.77% 15
2025
Q4 		$3.65M Sell
3,398
-39
-1% -$37.3K 1.9% 13
2025
Q3 		$2.62M Sell
3,437
-79
-2% -$58.8K 1.41% 16
2025
Q2 		$2.74M Buy
3,516
+43
+1% +$33.4K 1.58% 14
2025
Q1 		$2.87M Buy
3,473
+75
+2% +$62.4K 1.87% 13
2024
Q4 		$2.62M Sell
3,398
-25
-0.7% -$20.7K 1.68% 13
2024
Q3 		$3.03M Buy
3,423
+56
+2% +$50.3K 2.06% 11
2024
Q2 		$3.05M Sell
3,367
-48
-1% -$38.4K 2.24% 12
2024
Q1 		$2.66M Buy
3,415
+91
+3% +$64.8K 2.2% 12
2023
Q4 		$1.94M Buy
+3,324
New +$1.94M 1.82% 12

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

Guardian Asset Advisors's LLY Position: Q2 2026 in Review

Guardian Asset Advisors reduced its Eli Lilly (LLY) stake by 2.7% in Q2 2026, selling an estimated $89.9K and leaving 3,207 shares worth $3.85M. The position accounts for 1.77% of the portfolio, ranked #13.

Guardian Asset Advisors first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 1,651 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Guardian Asset Advisors held 3,207 shares of Eli Lilly worth $3.85M as of Q2 2026.
  • Guardian Asset Advisors sold 88 Eli Lilly shares in Q2 2026, an estimated $89.9K.
  • Eli Lilly made up 1.77% of Guardian Asset Advisors's portfolio in Q2 2026, its #13 holding.
  • Guardian Asset Advisors first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
  • 1,651 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Guardian Asset Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.