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Joel Adams & Associates’s Eli Lilly LLY Stock Holding History

Joel Adams & Associates’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 		$2.56M Buy
2,133
+1,132
+113% +$1.16M 1.64% 13
2026
Q1 		$921K Sell
1,001
-136
-12% -$138K 0.68% 23
2025
Q4 		$1.22M Sell
1,137
-31
-3% -$29.6K 0.92% 21
2025
Q3 		$891K Sell
1,168
-31
-3% -$23.1K 0.72% 25
2025
Q2 		$935K Hold
1,199
– – 0.83% 21
2025
Q1 		$990K Hold
1,199
– – 0.89% 20
2024
Q4 		$926K Buy
+1,199
New +$993K 0.84% 18

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

Joel Adams & Associates's LLY Position: Q2 2026 in Review

Joel Adams & Associates increased its Eli Lilly (LLY) stake by 113% in Q2 2026, buying an estimated $1.16M and bringing the position to 2,133 shares worth $2.56M. The position accounts for 1.64% of the portfolio, ranked #13.

Joel Adams & Associates first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. 4,634 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Joel Adams & Associates held 2,133 shares of Eli Lilly worth $2.56M as of Q2 2026.
  • Joel Adams & Associates bought 1,132 Eli Lilly shares in Q2 2026, an estimated $1.16M.
  • Eli Lilly made up 1.64% of Joel Adams & Associates's portfolio in Q2 2026, its #13 holding.
  • Joel Adams & Associates first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • 4,634 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Joel Adams & Associates's 13F filing for Q2 2026, filed 6 Aug 2026.