Investment Advisory Services’s Eli Lilly LLY Stock Holding History

Investment 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	$355K	Buy	296 +3	+1%	+$3.06K	0.1%	93
2026 Q1	$270K	Sell	293 -3	-1%	-$3.04K	0.09%	106
2025 Q4	$318K	Hold	296	–	–	0.1%	90
2025 Q3	$226K	Sell	296 -36	-11%	-$26.8K	0.07%	116
2025 Q2	$259K	Buy	332 +10	+3%	+$7.77K	0.09%	106
2025 Q1	$266K	Hold	322	–	–	0.1%	100
2024 Q4	$248K	Buy	322 +24	+8%	+$19.9K	0.09%	104
2024 Q3	$264K	Buy	298 +11	+4%	+$9.89K	0.09%	102
2024 Q2	$260K	Buy	287 +24	+9%	+$19.2K	0.1%	100
2024 Q1	$204K	Buy	+263	New	+$187K	0.08%	114

Other funds holding LLY

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Investment Advisory Services increased its Eli Lilly (LLY) stake by 1% in Q2 2026, buying an estimated $3.06K and bringing the position to 296 shares worth $355K. The position accounts for 0.1% of the portfolio, ranked #93.

Investment Advisory Services first reported a position in LLY in Q1 2024 and has held it in 10 quarters since. 1,558 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Investment Advisory Services held 296 shares of Eli Lilly worth $355K as of Q2 2026.
Investment Advisory Services bought 3 Eli Lilly shares in Q2 2026, an estimated $3.06K.
Eli Lilly made up 0.1% of Investment Advisory Services's portfolio in Q2 2026, its #93 holding.
Investment Advisory Services first reported a position in Eli Lilly in Q1 2024 and has held it in 10 quarters since.
1,558 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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