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IAM Advisory’s Eli Lilly LLY Stock Holding History

IAM Advisory’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 		$5.56M Sell
4,638
-13
-0.3% -$13.3K 1.08% 18
2026
Q1 		$4.28M Sell
4,651
-113
-2% -$115K 0.96% 16
2025
Q4 		$5.12M Sell
4,764
-200
-4% -$191K 1.14% 15
2025
Q3 		$3.79M Sell
4,964
-44
-0.9% -$32.7K 0.85% 19
2025
Q2 		$3.9M Sell
5,008
-103
-2% -$80K 0.94% 17
2025
Q1 		$4.22M Sell
5,111
-264
-5% -$220K 1.1% 16
2024
Q4 		$4.15M Sell
5,375
-115
-2% -$95.2K 1.05% 17
2024
Q3 		$4.86M Sell
5,490
-606
-10% -$545K 1.23% 14
2024
Q2 		$5.52M Sell
6,096
-133
-2% -$106K 1.5% 12
2024
Q1 		$4.85M Sell
6,229
-141
-2% -$100K 1.33% 13
2023
Q4 		$3.71M Sell
6,370
-237
-4% -$138K 1.17% 15
2023
Q3 		$3.55M Sell
6,607
-300
-4% -$155K 1.24% 15
2023
Q2 		$3.24M Buy
6,907
+86
+1% +$36.1K 1.11% 14
2023
Q1 		$2.34M Sell
6,821
-453
-6% -$153K 0.81% 16
2022
Q4 		$2.66M Sell
7,274
-36
-0.5% -$12.8K 0.98% 14
2022
Q3 		$2.36M Sell
7,310
-19
-0.3% -$6.02K 1% 15
2022
Q2 		$2.38M Sell
7,329
-20
-0.3% -$6K 0.98% 16
2022
Q1 		$2.1M Buy
7,349
+51
+0.7% +$13.1K 0.85% 15
2021
Q4 		$1.9M Buy
7,298
+110
+2% +$27.9K 0.75% 16
2021
Q3 		$1.68M Buy
+7,188
New +$1.77M 0.71% 17
2021
Q2 		– Sell
-7,731
Closed -$1.44M – 71
2021
Q1 		$1.44M Buy
7,731
+201
+3% +$39.3K 0.63% 15
2020
Q4 		$1.48M Buy
+7,530
New +$1.12M 0.75% 14

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

IAM Advisory's LLY Position: Q2 2026 in Review

IAM Advisory reduced its Eli Lilly (LLY) stake by 0.28% in Q2 2026, selling an estimated $13.3K and leaving 4,638 shares worth $5.56M. The position accounts for 1.08% of the portfolio, ranked #18.

IAM Advisory first reported a position in LLY in Q4 2020 and has held it in 22 quarters since. 4,618 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • IAM Advisory held 4,638 shares of Eli Lilly worth $5.56M as of Q2 2026.
  • IAM Advisory sold 13 Eli Lilly shares in Q2 2026, an estimated $13.3K.
  • Eli Lilly made up 1.08% of IAM Advisory's portfolio in Q2 2026, its #18 holding.
  • IAM Advisory first reported a position in Eli Lilly in Q4 2020 and has held it in 22 quarters since.
  • 4,618 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.