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Lakeside Advisors’s Eli Lilly LLY Stock Holding History

Lakeside Advisors’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 		$626K Hold
522
– – 0.39% 42
2026
Q1 		$480K Buy
522
+10
+2% +$10.1K 0.32% 44
2025
Q4 		$550K Buy
512
+35
+7% +$33.5K 0.35% 41
2025
Q3 		$364K Hold
477
– – 0.23% 48
2025
Q2 		$372K Hold
477
– – 0.24% 46
2025
Q1 		$394K Hold
477
– – 0.26% 46
2024
Q4 		$368K Sell
477
-175
-27% -$145K 0.24% 46
2024
Q3 		$578K Sell
652
-25
-4% -$22.5K 0.36% 38
2024
Q2 		$613K Hold
677
– – 0.4% 37
2024
Q1 		$527K Hold
677
– – 0.34% 39
2023
Q4 		$395K Sell
677
-50
-7% -$29.2K 0.27% 44
2023
Q3 		$390K Hold
727
– – 0.3% 40
2023
Q2 		$341K Buy
+727
New +$305K 0.25% 47

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 $3.38T AUM 44.17% 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

Lakeside Advisors's LLY Position: Q2 2026 in Review

Lakeside Advisors held its Eli Lilly (LLY) position steady in Q2 2026 at 522 shares worth $626K. The position accounts for 0.39% of the portfolio, ranked #42.

Lakeside Advisors first reported a position in LLY in Q2 2023 and has held it in 13 quarters since. 4,641 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Lakeside Advisors held 522 shares of Eli Lilly worth $626K as of Q2 2026.
  • Lakeside Advisors left its Eli Lilly share count unchanged in Q2 2026.
  • Eli Lilly made up 0.39% of Lakeside Advisors's portfolio in Q2 2026, its #42 holding.
  • Lakeside Advisors first reported a position in Eli Lilly in Q2 2023 and has held it in 13 quarters since.
  • 4,641 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Lakeside Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.