Investor's Fiduciary Advisor Network’s Eli Lilly LLY Stock Holding History

Investor's Fiduciary Advisor Network’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	$2.03M	Sell	1,692 -85	-5%	-$86.8K	0.69%	46
2026 Q1	$1.63M	Sell	1,777 -33	-2%	-$33.5K	0.5%	54
2025 Q4	$1.95M	Sell	1,810 -420	-19%	-$402K	0.42%	55
2025 Q3	$1.7M	Hold	2,230	–	–	0.58%	41
2025 Q2	$1.74M	Buy	+2,230	New	+$1.73M	0.65%	38
2025 Q1	–	Sell	-3,216	Closed	-$2.48M	–	185
2024 Q4	$2.48M	Buy	+3,216	New	+$2.66M	0.95%	25

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 $3.38T AUM 44.17% 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

Investor's Fiduciary Advisor Network's LLY Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network reduced its Eli Lilly (LLY) stake by 4.8% in Q2 2026, selling an estimated $86.8K and leaving 1,692 shares worth $2.03M. The position accounts for 0.69% of the portfolio, ranked #46.

Investor's Fiduciary Advisor Network first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.48M in Q4 2024. 4,646 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Investor's Fiduciary Advisor Network held 1,692 shares of Eli Lilly worth $2.03M as of Q2 2026.
Investor's Fiduciary Advisor Network sold 85 Eli Lilly shares in Q2 2026, an estimated $86.8K.
Eli Lilly made up 0.69% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #46 holding.
Investor's Fiduciary Advisor Network first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
Investor's Fiduciary Advisor Network's Eli Lilly position peaked at $2.48M in Q4 2024.
4,646 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.