IFG Advisors’s Eli Lilly LLY Stock Holding History

IFG 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	$969K	Buy	837 +17	+2%	+$20.1K	0.13%	76
2026 Q2	$984K	Buy	820 +2	+0.2%	+$2.04K	0.14%	76
2026 Q1	$752K	Buy	818 +13	+2%	+$13.2K	0.12%	76
2025 Q4	$865K	Hold	805	–	–	0.14%	68
2025 Q3	$614K	Hold	805	–	–	0.1%	80
2025 Q2	$628K	Buy	805 +1	+0.1%	+$777	0.11%	78
2025 Q1	$664K	Hold	804	–	–	0.13%	74
2024 Q4	$621K	Sell	804 -57	-7%	-$47.2K	0.12%	75
2024 Q3	$763K	Buy	861 +66	+8%	+$59.3K	0.16%	58
2024 Q2	$720K	Hold	795	–	–	0.17%	59
2024 Q1	$618K	Buy	795 +65	+9%	+$46.3K	0.16%	63
2023 Q4	$426K	Buy	730 +76	+12%	+$44.4K	0.12%	76
2023 Q3	$351K	Hold	654	–	–	0.12%	83
2023 Q2	$307K	Buy	654 +24	+4%	+$10.1K	0.11%	94
2023 Q1	$216K	Hold	630	–	–	0.09%	114
2022 Q4	$230K	Hold	630	–	–	0.1%	107
2022 Q3	$204K	Buy	+630	New	+$200K	0.1%	100

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

IFG Advisors's LLY Position: Q3 2026 in Review

IFG Advisors increased its Eli Lilly (LLY) stake by 2.1% in Q3 2026, buying an estimated $20.1K and bringing the position to 837 shares worth $969K. The position accounts for 0.13% of the portfolio, ranked #76.

IFG Advisors first reported a position in LLY in Q3 2022 and has held it in 17 quarters since. The position peaked at $984K in Q2 2026. 3,244 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

IFG Advisors held 837 shares of Eli Lilly worth $969K as of Q3 2026.
IFG Advisors bought 17 Eli Lilly shares in Q3 2026, an estimated $20.1K.
Eli Lilly made up 0.13% of IFG Advisors's portfolio in Q3 2026, its #76 holding.
IFG Advisors first reported a position in Eli Lilly in Q3 2022 and has held it in 17 quarters since.
IFG Advisors's Eli Lilly position peaked at $984K in Q2 2026.
3,244 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on IFG Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.