Investment Advisory Group’s Eli Lilly LLY Stock Holding History

Investment Advisory Group’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	$836K	Buy	908 +34	+4%	+$34.5K	0.21%	86
2025 Q4	$939K	Buy	874 +8	+0.9%	+$7.65K	0.24%	78
2025 Q3	$660K	Sell	866 -1	-0.1%	-$744	0.18%	92
2025 Q2	$676K	Buy	867 +21	+2%	+$16.3K	0.2%	88
2025 Q1	$698K	Buy	846 +79	+10%	+$65.7K	0.23%	85
2024 Q4	$592K	Buy	767 +3	+0.4%	+$2.48K	0.2%	89
2024 Q3	$677K	Buy	764 +140	+22%	+$126K	0.24%	82
2024 Q2	$565K	Buy	624 +1	+0.2%	+$800	0.22%	83
2024 Q1	$485K	Buy	623 +9	+1%	+$6.41K	0.2%	85
2023 Q4	$358K	Sell	614 -11	-2%	-$6.42K	0.16%	100
2023 Q3	$336K	Buy	625 +19	+3%	+$9.79K	0.17%	93
2023 Q2	$284K	Buy	606 +12	+2%	+$5.03K	0.15%	105
2023 Q1	$204K	Hold	594	–	–	0.12%	131
2022 Q4	$217K	Sell	594 -83	-12%	-$29.4K	0.13%	125
2022 Q3	$219K	Hold	677	–	–	0.15%	116
2022 Q2	$219K	Buy	+677	New	+$203K	0.15%	111

Other funds holding LLY

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

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Investment Advisory Group's LLY Position: Q1 2026 in Review

Investment Advisory Group increased its Eli Lilly (LLY) stake by 3.9% in Q1 2026, buying an estimated $34.5K and bringing the position to 908 shares worth $836K. The position accounts for 0.21% of the portfolio, ranked #86.

Investment Advisory Group first reported a position in LLY in Q2 2022 and has held it in 16 quarters since. The position peaked at $939K in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Investment Advisory Group held 908 shares of Eli Lilly worth $836K as of Q1 2026.
Investment Advisory Group bought 34 Eli Lilly shares in Q1 2026, an estimated $34.5K.
Eli Lilly made up 0.21% of Investment Advisory Group's portfolio in Q1 2026, its #86 holding.
Investment Advisory Group first reported a position in Eli Lilly in Q2 2022 and has held it in 16 quarters since.
Investment Advisory Group's Eli Lilly position peaked at $939K in Q4 2025.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.