LBMC Investment Advisors’s Eli Lilly LLY Stock Holding History

LBMC Investment 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	$2.05M	Sell	1,708 -1,786	-51%	-$1.82M	0.11%	77
2026 Q1	$3.21M	Buy	3,494 +24	+0.7%	+$24.3K	0.2%	58
2025 Q4	$3.73M	Hold	3,470	–	–	0.23%	54
2025 Q3	$2.65M	Buy	3,470 +1,670	+93%	+$1.24M	0.17%	65
2025 Q2	$1.4M	Hold	1,800	–	–	0.1%	79
2025 Q1	$1.49M	Hold	1,800	–	–	0.12%	67
2024 Q4	$1.39M	Hold	1,800	–	–	0.11%	69
2024 Q3	$1.59M	Hold	1,800	–	–	0.13%	60
2024 Q2	$1.63M	Hold	1,800	–	–	0.14%	58
2024 Q1	$1.4M	Hold	1,800	–	–	0.12%	61
2023 Q4	$1.05M	Hold	1,800	–	–	0.1%	57
2023 Q3	$945K	Hold	1,800	–	–	0.1%	58
2023 Q2	$844K	Hold	1,800	–	–	0.08%	69
2023 Q1	$618K	Hold	1,800	–	–	0.06%	82
2022 Q4	$659K	Sell	1,800 -53	-3%	-$18.8K	0.07%	74
2022 Q3	$599K	Hold	1,853	–	–	0.07%	68
2022 Q2	$601K	Hold	1,853	–	–	0.07%	70
2022 Q1	$531K	Sell	1,853 -7	-0.4%	-$1.8K	0.05%	91
2021 Q4	$514K	Sell	1,860 -3,432	-65%	-$870K	0.04%	90
2021 Q3	$430K	Buy	5,292 +3,492	+194%	+$862K	0.04%	101
2021 Q2	$413K	Buy	+1,800	New	+$362K	0.04%	102

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 $3.37T AUM 44.26% 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

LBMC Investment Advisors's LLY Position: Q2 2026 in Review

LBMC Investment Advisors reduced its Eli Lilly (LLY) stake by 51% in Q2 2026, selling an estimated $1.82M and leaving 1,708 shares worth $2.05M. The position accounts for 0.11% of the portfolio, ranked #77.

LBMC Investment Advisors first reported a position in LLY in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.73M in Q4 2025. 4,634 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

LBMC Investment Advisors held 1,708 shares of Eli Lilly worth $2.05M as of Q2 2026.
LBMC Investment Advisors sold 1,786 Eli Lilly shares in Q2 2026, an estimated $1.82M.
Eli Lilly made up 0.11% of LBMC Investment Advisors's portfolio in Q2 2026, its #77 holding.
LBMC Investment Advisors first reported a position in Eli Lilly in Q2 2021 and has held it in 21 quarters since.
LBMC Investment Advisors's Eli Lilly position peaked at $3.73M in Q4 2025.
4,634 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.