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ICW Investment Advisors’s Eli Lilly LLY Stock Holding History

ICW Investment 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
2025
Q4 		– Sell
-4,600
Closed -$3.51M – 147
2025
Q3 		$3.51M Buy
+4,600
New +$3.42M 1.26% 24

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

ICW Investment Advisors's LLY Position: Q2 2026 in Review

ICW Investment Advisors increased its Eli Lilly (LLY) stake by 0.45% in Q2 2026, buying an estimated $15.3K and bringing the position to 3,354 shares worth $4.02M. The position accounts for 1.41% of the portfolio, ranked #16.

ICW Investment Advisors first reported a position in LLY in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.07M in Q4 2025. 4,634 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • ICW Investment Advisors held 3,354 shares of Eli Lilly worth $4.02M as of Q2 2026.
  • ICW Investment Advisors bought 15 Eli Lilly shares in Q2 2026, an estimated $15.3K.
  • Eli Lilly made up 1.41% of ICW Investment Advisors's portfolio in Q2 2026, its #16 holding.
  • ICW Investment Advisors first reported a position in Eli Lilly in Q3 2023 and has held it in 12 quarters since.
  • ICW Investment Advisors's Eli Lilly position peaked at $6.07M in Q4 2025.
  • 4,634 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on ICW Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.