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Invested Advisors’s Eli Lilly LLY Stock Holding History

Invested 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 		$1.06M Sell
885
-6
-0.7% -$6.13K 0.94% 27
2026
Q1 		$820K Sell
891
-74
-8% -$75K 0.83% 28
2025
Q4 		$1.04M Buy
965
+91
+10% +$87K 1.07% 21
2025
Q3 		$688K Buy
+874
New +$650K 1% 24

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Invested Advisors's LLY Position: Q2 2026 in Review

Invested Advisors reduced its Eli Lilly (LLY) stake by 0.67% in Q2 2026, selling an estimated $6.13K and leaving 885 shares worth $1.06M. The position accounts for 0.94% of the portfolio, ranked #27.

Invested Advisors first reported a position in LLY in Q3 2025 and has held it in 4 quarters since. 2,672 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Invested Advisors held 885 shares of Eli Lilly worth $1.06M as of Q2 2026.
  • Invested Advisors sold 6 Eli Lilly shares in Q2 2026, an estimated $6.13K.
  • Eli Lilly made up 0.94% of Invested Advisors's portfolio in Q2 2026, its #27 holding.
  • Invested Advisors first reported a position in Eli Lilly in Q3 2025 and has held it in 4 quarters since.
  • 2,672 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.