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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
Q2 		$1.15M Buy
960
+52
+6% +$53.1K 0.25% 75
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
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 $3.37T AUM 44.26% 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

Investment Advisory Group's LLY Position: Q2 2026 in Review

Investment Advisory Group increased its Eli Lilly (LLY) stake by 5.7% in Q2 2026, buying an estimated $53.1K and bringing the position to 960 shares worth $1.15M. The position accounts for 0.25% of the portfolio, ranked #75.

Investment Advisory Group first reported a position in LLY in Q2 2022 and has held it in 17 quarters since. 4,633 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Investment Advisory Group held 960 shares of Eli Lilly worth $1.15M as of Q2 2026.
  • Investment Advisory Group bought 52 Eli Lilly shares in Q2 2026, an estimated $53.1K.
  • Eli Lilly made up 0.25% of Investment Advisory Group's portfolio in Q2 2026, its #75 holding.
  • Investment Advisory Group first reported a position in Eli Lilly in Q2 2022 and has held it in 17 quarters since.
  • 4,633 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.