Level Financial Advisors’s Eli Lilly LLY Stock Holding History

Level Financial 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	$536K	Hold	447	–	–	0.12%	67
2026 Q1	$411K	Sell	447 -11	-2%	-$11.2K	0.1%	68
2025 Q4	$492K	Hold	458	–	–	0.13%	66
2025 Q3	$349K	Hold	458	–	–	0.1%	75
2025 Q2	$357K	Sell	458 -2	-0.4%	-$1.55K	0.11%	70
2025 Q1	$380K	Buy	460 +37	+9%	+$30.8K	0.13%	69
2024 Q4	$327K	Buy	423 +65	+18%	+$53.8K	0.12%	67
2024 Q3	$317K	Sell	358 -20	-5%	-$18K	0.12%	62
2024 Q2	$342K	Hold	378	–	–	0.15%	56
2024 Q1	$294K	Hold	378	–	–	0.13%	61
2023 Q4	$220K	Hold	378	–	–	0.11%	63
2023 Q3	$203K	Hold	378	–	–	0.11%	58
2023 Q2	$177K	Buy	378 +20	+6%	+$8.39K	0.1%	61
2023 Q1	$123K	Hold	358	–	–	0.07%	68
2022 Q4	$131K	Hold	358	–	–	0.09%	60
2022 Q3	$116K	Hold	358	–	–	0.09%	65
2022 Q2	$116K	Hold	358	–	–	0.09%	69
2022 Q1	$103K	Hold	358	–	–	0.08%	60
2021 Q4	$99K	Buy	+358	New	+$90.8K	0.08%	63

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

Level Financial Advisors's LLY Position: Q2 2026 in Review

Level Financial Advisors held its Eli Lilly (LLY) position steady in Q2 2026 at 447 shares worth $536K. The position accounts for 0.12% of the portfolio, ranked #67.

Level Financial Advisors first reported a position in LLY in Q4 2021 and has held it in 19 quarters since. 4,599 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Level Financial Advisors held 447 shares of Eli Lilly worth $536K as of Q2 2026.
Level Financial Advisors left its Eli Lilly share count unchanged in Q2 2026.
Eli Lilly made up 0.12% of Level Financial Advisors's portfolio in Q2 2026, its #67 holding.
Level Financial Advisors first reported a position in Eli Lilly in Q4 2021 and has held it in 19 quarters since.
4,599 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.