Joseph P. Lucia & Associates’s Eli Lilly LLY Stock Holding History

Joseph P. Lucia & 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	$581K	Buy	484 +160	+49%	+$163K	0.17%	102
2026 Q1	$298K	Hold	324	–	–	0.11%	133
2025 Q4	$348K	Sell	324 -30	-8%	-$28.7K	0.13%	125
2025 Q3	$270K	Sell	354 -124	-26%	-$92.3K	0.1%	136
2025 Q2	$372K	Buy	478 +27	+6%	+$21K	0.15%	112
2025 Q1	$372K	Buy	451 +19	+4%	+$15.8K	0.17%	101
2024 Q4	$334K	Sell	432 -167	-28%	-$138K	0.15%	99
2024 Q3	$531K	Buy	599 +268	+81%	+$241K	0.24%	78
2024 Q2	$300K	Buy	331 +30	+10%	+$24K	0.15%	93
2024 Q1	$234K	Buy	+301	New	+$214K	0.13%	107

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

Joseph P. Lucia & Associates's LLY Position: Q2 2026 in Review

Joseph P. Lucia & Associates increased its Eli Lilly (LLY) stake by 49% in Q2 2026, buying an estimated $163K and bringing the position to 484 shares worth $581K. The position accounts for 0.17% of the portfolio, ranked #102.

Joseph P. Lucia & Associates first reported a position in LLY in Q1 2024 and has held it in 10 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Joseph P. Lucia & Associates held 484 shares of Eli Lilly worth $581K as of Q2 2026.
Joseph P. Lucia & Associates bought 160 Eli Lilly shares in Q2 2026, an estimated $163K.
Eli Lilly made up 0.17% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #102 holding.
Joseph P. Lucia & Associates first reported a position in Eli Lilly in Q1 2024 and has held it in 10 quarters since.
4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.