Insigneo Advisory Services’s Eli Lilly LLY Stock Holding History

Insigneo Advisory Services’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	$31.3M	Buy	26,099 +19,550	+299%	+$20M	1.17%	18
2026 Q1	$6.02M	Sell	6,549 -106	-2%	-$107K	0.43%	37
2025 Q4	$7.15M	Buy	6,655 +504	+8%	+$482K	0.51%	28
2025 Q3	$4.69M	Buy	6,151 +217	+4%	+$161K	0.33%	45
2025 Q2	$4.63M	Sell	5,934 -339	-5%	-$263K	0.4%	40
2025 Q1	$5.18M	Buy	6,273 +777	+14%	+$647K	0.53%	27
2024 Q4	$4.24M	Sell	5,496 -1,074	-16%	-$889K	0.44%	34
2024 Q3	$5.82M	Sell	6,570 -430	-6%	-$387K	0.59%	20
2024 Q2	$5.43M	Buy	7,000 +908	+15%	+$726K	0.61%	24
2024 Q1	$4.74M	Buy	6,092 +1,455	+31%	+$1.04M	0.56%	28
2023 Q4	$2.7M	Buy	4,637 +1,512	+48%	+$883K	0.38%	50
2023 Q3	$1.68M	Buy	3,125 +440	+16%	+$227K	0.34%	60
2023 Q2	$1.26M	Buy	2,685 +95	+4%	+$39.8K	0.24%	90
2023 Q1	$889K	Buy	2,590 +284	+12%	+$95.8K	0.28%	72
2022 Q4	$844K	Buy	+2,306	New	+$818K	0.32%	65

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Insigneo Advisory Services's LLY Position: Q2 2026 in Review

Insigneo Advisory Services increased its Eli Lilly (LLY) stake by 299% in Q2 2026, buying an estimated $20M and bringing the position to 26,099 shares worth $31.3M. The position accounts for 1.17% of the portfolio, ranked #18.

Insigneo Advisory Services first reported a position in LLY in Q4 2022 and has held it in 15 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Insigneo Advisory Services held 26,099 shares of Eli Lilly worth $31.3M as of Q2 2026.
Insigneo Advisory Services bought 19,550 Eli Lilly shares in Q2 2026, an estimated $20M.
Eli Lilly made up 1.17% of Insigneo Advisory Services's portfolio in Q2 2026, its #18 holding.
Insigneo Advisory Services first reported a position in Eli Lilly in Q4 2022 and has held it in 15 quarters since.
4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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