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IFG Advisory’s Eli Lilly LLY Stock Holding History

IFG 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 		$5.2M Buy
+4,333
New +$4.43M 0.18% 146
2026
Q1 		– Sell
-3,651
Closed -$3.92M – 663
2025
Q4 		$3.92M Buy
3,651
+306
+9% +$293K 0.17% 154
2025
Q3 		$2.55M Sell
3,345
-436
-12% -$324K 0.12% 202
2025
Q2 		$2.95M Buy
3,781
+54
+1% +$42K 0.15% 174
2025
Q1 		$3.08M Buy
3,727
+641
+21% +$533K 0.17% 152
2024
Q4 		$2.38M Buy
3,086
+288
+10% +$238K 0.14% 185
2024
Q3 		$2.48M Sell
2,798
-182
-6% -$164K 0.16% 169
2024
Q2 		$2.7M Sell
2,980
-177
-6% -$142K 0.17% 149
2024
Q1 		$2.46M Buy
3,157
+169
+6% +$120K 0.18% 154
2023
Q4 		$1.74M Sell
2,988
-114
-4% -$66.5K 0.13% 188
2023
Q3 		$1.67M Buy
+3,102
New +$1.6M 0.14% 182
2023
Q2 		– Sell
-2,590
Closed -$890K – 428
2023
Q1 		$890K Sell
2,590
-39
-1% -$13.2K 0.08% 224
2022
Q4 		$961K Sell
2,629
-577
-18% -$205K 0.1% 216
2022
Q3 		$1.04M Buy
3,206
+707
+28% +$224K 0.09% 210
2022
Q2 		$810K Buy
2,499
+105
+4% +$31.5K 0.09% 227
2022
Q1 		$685K Buy
2,394
+2
+0.1% +$515 0.07% 253
2021
Q4 		$660K Buy
2,392
+399
+20% +$101K 0.06% 255
2021
Q3 		$460K Sell
1,993
-2
-0.1% -$494 0.05% 310
2021
Q2 		$458K Sell
1,995
-81
-4% -$16.3K 0.05% 308
2021
Q1 		$387K Buy
2,076
+718
+53% +$140K 0.05% 347
2020
Q4 		$229K Buy
+1,358
New +$203K 0.03% 410
2020
Q3 		– Sell
-1,317
Closed -$216K – 415
2020
Q2 		$216K Sell
1,317
-181
-12% -$27.8K 0.04% 363
2020
Q1 		$207K Buy
+1,498
New +$206K 0.05% 332

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

IFG Advisory's LLY Position: Q2 2026 in Review

IFG Advisory opened a new position in Eli Lilly (LLY) in Q2 2026: 4,333 shares worth $5.2M. The stake represents 0.18% of the portfolio and ranks #146 among its holdings. This is a return to the name: IFG Advisory previously reported a position in LLY as recently as Q4 2025.

IFG Advisory first reported a position in LLY in Q1 2020 and has held it in 23 quarters since. 4,626 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • IFG Advisory held 4,333 shares of Eli Lilly worth $5.2M as of Q2 2026.
  • Eli Lilly was a new IFG Advisory position in Q2 2026.
  • Eli Lilly made up 0.18% of IFG Advisory's portfolio in Q2 2026, its #146 holding.
  • IFG Advisory first reported a position in Eli Lilly in Q1 2020 and has held it in 23 quarters since.
  • 4,626 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.