Guerra Pan Advisors
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Guerra Pan Advisors’s Eli Lilly LLY Stock Holding History

Guerra Pan 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
Q3 		$500K Buy
403
+26
+7% +$30.7K 0.28% 64
2026
Q2 		$452K Buy
377
+3
+0.8% +$3.06K 0.25% 70
2026
Q1 		$344K Hold
374
– – 0.21% 81
2025
Q4 		$402K Hold
374
– – 0.24% 76
2025
Q3 		$285K Hold
374
– – 0.17% 91
2025
Q2 		$292K Hold
374
– – 0.19% 89
2025
Q1 		$309K Hold
374
– – 0.24% 81
2024
Q4 		$289K Hold
374
– – 0.21% 89
2024
Q3 		$331K Buy
374
+9
+2% +$8.09K 0.27% 80
2024
Q2 		$330K Buy
+365
New +$292K 0.28% 78

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Guerra Pan Advisors's LLY Position: Q3 2026 in Review

Guerra Pan Advisors increased its Eli Lilly (LLY) stake by 6.9% in Q3 2026, buying an estimated $30.7K and bringing the position to 403 shares worth $500K. The position accounts for 0.28% of the portfolio, ranked #64.

Guerra Pan Advisors first reported a position in LLY in Q2 2024 and has held it in 10 quarters since. 4,106 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • Guerra Pan Advisors held 403 shares of Eli Lilly worth $500K as of Q3 2026.
  • Guerra Pan Advisors bought 26 Eli Lilly shares in Q3 2026, an estimated $30.7K.
  • Eli Lilly made up 0.28% of Guerra Pan Advisors's portfolio in Q3 2026, its #64 holding.
  • Guerra Pan Advisors first reported a position in Eli Lilly in Q2 2024 and has held it in 10 quarters since.
  • 4,106 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on Guerra Pan Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.