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Index Fund Advisors’s Eli Lilly LLY Stock Holding History

Index Fund 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
Q2 		$606K Sell
505
-553
-52% -$565K 0.02% 84
2026
Q1 		$973K Sell
1,058
-194
-15% -$197K 0.04% 66
2025
Q4 		$1.35M Buy
1,252
+7
+0.6% +$6.69K 0.06% 57
2025
Q3 		$950K Buy
1,245
+27
+2% +$20.1K 0.05% 64
2025
Q2 		$950K Buy
1,218
+749
+160% +$582K 0.05% 58
2025
Q1 		$387K Sell
469
-176
-27% -$146K 0.02% 59
2024
Q4 		$498K Sell
645
-45
-7% -$37.3K 0.03% 63
2024
Q3 		$611K Sell
690
-27
-4% -$24.3K 0.03% 54
2024
Q2 		$649K Buy
717
+60
+9% +$48K 0.04% 49
2024
Q1 		$511K Buy
657
+21
+3% +$14.9K 0.03% 56
2023
Q4 		$371K Sell
636
-82
-11% -$47.9K 0.02% 63
2023
Q3 		$385K Sell
718
-10
-1% -$5.15K 0.03% 64
2023
Q2 		$341K Buy
728
+91
+14% +$38.2K 0.02% 69
2023
Q1 		$219K Sell
637
-5
-0.8% -$1.69K 0.01% 85
2022
Q4 		$235K Sell
642
-394
-38% -$140K 0.02% 74
2022
Q3 		$335K Buy
1,036
+1
+0.1% +$317 0.03% 65
2022
Q2 		$336K Buy
+1,035
New +$311K 0.03% 65

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 $3.38T AUM 44.17% 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

Index Fund Advisors's LLY Position: Q2 2026 in Review

Index Fund Advisors reduced its Eli Lilly (LLY) stake by 52% in Q2 2026, selling an estimated $565K and leaving 505 shares worth $606K. The position accounts for 0.02% of the portfolio, ranked #84.

Index Fund Advisors first reported a position in LLY in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.35M in Q4 2025. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Index Fund Advisors held 505 shares of Eli Lilly worth $606K as of Q2 2026.
  • Index Fund Advisors sold 553 Eli Lilly shares in Q2 2026, an estimated $565K.
  • Eli Lilly made up 0.02% of Index Fund Advisors's portfolio in Q2 2026, its #84 holding.
  • Index Fund Advisors first reported a position in Eli Lilly in Q2 2022 and has held it in 17 quarters since.
  • Index Fund Advisors's Eli Lilly position peaked at $1.35M in Q4 2025.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Index Fund Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.