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Journey Advisory Group’s Eli Lilly LLY Stock Holding History

Journey 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 		$25.7M Sell
21,437
-242
-1% -$247K 1.97% 9
2026
Q1 		$19.9M Sell
21,679
-376
-2% -$381K 1.7% 15
2025
Q4 		$23.7M Sell
22,055
-1,097
-5% -$1.05M 1.99% 9
2025
Q3 		$17.7M Buy
23,152
+234
+1% +$174K 1.31% 17
2025
Q2 		$17.9M Sell
22,918
-556
-2% -$432K 1.39% 14
2025
Q1 		$19.4M Sell
23,474
-1,331
-5% -$1.11M 1.59% 11
2024
Q4 		$22.5M Hold
24,805
– – 2.69% 9
2024
Q3 		$22.5M Sell
24,805
-12
-0% -$10.8K 2.69% 9
2024
Q2 		$22.5M Sell
24,817
-4,623
-16% -$3.7M 2.69% 9
2024
Q1 		$22.9M Buy
29,440
+622
+2% +$443K 2.82% 6
2023
Q4 		$16.8M Sell
28,818
-290
-1% -$169K 2.28% 9
2023
Q3 		$15.6M Sell
29,108
-499
-2% -$257K 2.34% 9
2023
Q2 		$13.9M Sell
29,607
-719
-2% -$302K 2.07% 10
2023
Q1 		$10.4M Buy
30,326
+1,461
+5% +$493K 1.63% 15
2022
Q4 		$10.6M Buy
28,865
+3,900
+16% +$1.38M 2.63% 5
2022
Q3 		$8.07M Buy
24,965
+2,251
+10% +$713K 2.06% 9
2022
Q2 		$7.36M Buy
22,714
+4,497
+25% +$1.35M 1.69% 10
2022
Q1 		$5.22M Buy
18,217
+1,866
+11% +$480K 1.32% 15
2021
Q4 		$4.52M Buy
16,351
+499
+3% +$126K 1.25% 17
2021
Q3 		$3.66M Sell
15,852
-380
-2% -$93.8K 1.19% 19
2021
Q2 		$3.73M Buy
16,232
+405
+3% +$81.4K 1.18% 18
2021
Q1 		$2.96M Buy
15,827
+409
+3% +$80K 1.03% 25
2020
Q4 		$2.6M Buy
+15,418
New +$2.3M 0.97% 29

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

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

Journey Advisory Group reduced its Eli Lilly (LLY) stake by 1.1% in Q2 2026, selling an estimated $247K and leaving 21,437 shares worth $25.7M. The position accounts for 1.97% of the portfolio, ranked #9.

Journey Advisory Group first reported a position in LLY in Q4 2020 and has held it in 23 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Journey Advisory Group held 21,437 shares of Eli Lilly worth $25.7M as of Q2 2026.
  • Journey Advisory Group sold 242 Eli Lilly shares in Q2 2026, an estimated $247K.
  • Eli Lilly made up 1.97% of Journey Advisory Group's portfolio in Q2 2026, its #9 holding.
  • Journey Advisory Group first reported a position in Eli Lilly in Q4 2020 and has held it in 23 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.