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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
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 $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

Index Fund Advisors's LLY Position: Q1 2026 in Review

Index Fund Advisors reduced its Eli Lilly (LLY) stake by 15% in Q1 2026, selling an estimated $197K and leaving 1,058 shares worth $973K. The position accounts for 0.04% of the portfolio, ranked #66.

Index Fund Advisors first reported a position in LLY in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.35M in Q4 2025. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Index Fund Advisors held 1,058 shares of Eli Lilly worth $973K as of Q1 2026.
  • Index Fund Advisors sold 194 Eli Lilly shares in Q1 2026, an estimated $197K.
  • Eli Lilly made up 0.04% of Index Fund Advisors's portfolio in Q1 2026, its #66 holding.
  • Index Fund Advisors first reported a position in Eli Lilly in Q2 2022 and has held it in 16 quarters since.
  • Index Fund Advisors's Eli Lilly position peaked at $1.35M in Q4 2025.
  • 4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Index Fund Advisors's 13F filing for Q1 2026, filed 12 May 2026.