LEA
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Legacy Edge Advisors’s Eli Lilly LLY Stock Holding History

Legacy Edge 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 		$1.1M Buy
921
+27
+3% +$27.6K 0.1% 100
2026
Q1 		$822K Hold
894
– – 0.09% 103
2025
Q4 		$961K Buy
894
+1
+0.1% +$956 0.11% 99
2025
Q3 		$682K Sell
893
-10
-1% -$7.44K 0.08% 109
2025
Q2 		$704K Buy
903
+14
+2% +$10.9K 0.09% 97
2025
Q1 		$734K Sell
889
-2
-0.2% -$1.66K 0.11% 92
2024
Q4 		$689K Buy
891
+56
+7% +$46.4K 0.11% 89
2024
Q3 		$740K Buy
835
+8
+1% +$7.19K 0.12% 87
2024
Q2 		$749K Buy
827
+65
+9% +$52K 0.14% 84
2024
Q1 		$593K Buy
762
+20
+3% +$14.2K 0.12% 85
2023
Q4 		$433K Buy
+742
New +$433K 0.1% 100

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

Legacy Edge Advisors's LLY Position: Q2 2026 in Review

Legacy Edge Advisors increased its Eli Lilly (LLY) stake by 3% in Q2 2026, buying an estimated $27.6K and bringing the position to 921 shares worth $1.1M. The position accounts for 0.1% of the portfolio, ranked #100.

Legacy Edge Advisors first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 4,641 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Legacy Edge Advisors held 921 shares of Eli Lilly worth $1.1M as of Q2 2026.
  • Legacy Edge Advisors bought 27 Eli Lilly shares in Q2 2026, an estimated $27.6K.
  • Eli Lilly made up 0.1% of Legacy Edge Advisors's portfolio in Q2 2026, its #100 holding.
  • Legacy Edge Advisors first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
  • 4,641 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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