IAA
LLY icon

Independent Advisor Alliance’s Eli Lilly LLY Stock Holding History

Independent Advisor Alliance’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
Q1 		$36.2M Sell
39,390
-4,401
-10% -$4.46M 0.39% 53
2025
Q4 		$47.1M Sell
43,791
-181
-0.4% -$173K 1.14% 15
2025
Q3 		$33.6M Buy
43,972
+812
+2% +$604K 0.87% 18
2025
Q2 		$33.6M Sell
43,160
-987
-2% -$767K 0.97% 16
2025
Q1 		$36.5M Buy
44,147
+179
+0.4% +$149K 1.2% 13
2024
Q4 		$33.9M Buy
43,968
+4,385
+11% +$3.63M 0.45% 43
2024
Q3 		$35.1M Sell
39,583
-335
-0.8% -$301K 1.28% 15
2024
Q2 		$36.1M Buy
39,918
+7,114
+22% +$5.69M 1.24% 13
2024
Q1 		$25.5M Buy
32,804
+535
+2% +$381K 0.92% 21
2023
Q4 		$18.8M Buy
32,269
+544
+2% +$318K 0.68% 31
2023
Q3 		$17M Buy
31,725
+1,597
+5% +$823K 0.77% 29
2023
Q2 		$14.1M Buy
30,128
+1,752
+6% +$735K 0.62% 33
2023
Q1 		$9.75M Sell
28,376
-679
-2% -$229K 0.47% 45
2022
Q4 		$500K Buy
29,055
+125
+0.4% +$44.3K 0.17% 77
2022
Q3 		$9.36M Sell
28,930
-7,333
-20% -$2.32M 0.55% 44
2022
Q2 		$11.8M Sell
36,263
-283
-0.8% -$84.9K 0.66% 37
2022
Q1 		$10.5M Buy
36,546
+3,564
+11% +$917K 0.5% 51
2021
Q4 		$9.11M Buy
32,982
+821
+3% +$208K 0.45% 56
2021
Q3 		$7.43M Buy
32,161
+447
+1% +$110K 0.41% 67
2021
Q2 		$7.28M Sell
31,714
-3,020
-9% -$607K 0.4% 68
2021
Q1 		$6.49M Buy
34,734
+5,175
+18% +$1.01M 0.38% 69
2020
Q4 		$4.99M Buy
29,559
+47
+0.2% +$7.02K 0.34% 75
2020
Q3 		$4.37M Sell
29,512
-2,370
-7% -$367K 0.33% 81
2020
Q2 		$5.21M Sell
31,882
-3,445
-10% -$529K 0.56% 39
2020
Q1 		$4.9M Buy
35,327
+6,931
+24% +$952K 0.71% 29
2019
Q4 		$3.73M Sell
28,396
-468
-2% -$54.2K 0.16% 138
2019
Q3 		$3.23M Buy
28,864
+67
+0.2% +$7.46K 0.39% 55
2019
Q2 		$3.19M Sell
28,797
-253
-0.9% -$29.8K 0.46% 45
2019
Q1 		$3.77M Buy
29,050
+2,012
+7% +$245K 0.53% 43
2018
Q4 		$3.13M Buy
27,038
+579
+2% +$64.7K 0.55% 41
2018
Q3 		$2.84M Buy
26,459
+2,437
+10% +$244K 0.51% 43
2018
Q2 		$2.04M Sell
24,022
-162
-0.7% -$13.3K 0.43% 58
2018
Q1 		$1.83M Buy
24,184
+5
+0% +$403 0.41% 61
2017
Q4 		$2.08M Sell
24,179
-47
-0.2% -$4K 0.47% 52
2017
Q3 		$2.11M Buy
24,226
+2,336
+11% +$192K 0.58% 44
2017
Q2 		$1.8M Buy
21,890
+1,802
+9% +$147K 0.57% 51
2017
Q1 		$1.72M Sell
20,088
-58
-0.3% -$4.65K 0.27% 107
2016
Q4 		$1.55M Buy
+20,146
New +$1.5M 0.66% 53

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Independent Advisor Alliance's LLY Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Eli Lilly (LLY) stake by 10% in Q1 2026, selling an estimated $4.46M and leaving 39,390 shares worth $36.2M. The position accounts for 0.39% of the portfolio, ranked #53.

Independent Advisor Alliance first reported a position in LLY in Q4 2016 and has held it in 38 quarters since. The position peaked at $47.1M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Independent Advisor Alliance held 39,390 shares of Eli Lilly worth $36.2M as of Q1 2026.
  • Independent Advisor Alliance sold 4,401 Eli Lilly shares in Q1 2026, an estimated $4.46M.
  • Eli Lilly made up 0.39% of Independent Advisor Alliance's portfolio in Q1 2026, its #53 holding.
  • Independent Advisor Alliance first reported a position in Eli Lilly in Q4 2016 and has held it in 38 quarters since.
  • Independent Advisor Alliance's Eli Lilly position peaked at $47.1M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.