Lido Advisors
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Lido Advisors’s Eli Lilly LLY Stock Holding History

Lido 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 		$10.3M Buy
8,600
+2,100
+32% +$2.15M 0.03% 335
2026
Q1 		$5.98M Hold
6,500
– – 0.02% 420
2025
Q4 		$6.99M Hold
6,500
– – 0.02% 383
2025
Q3 		$4.96M Hold
6,500
– – 0.02% 445
2025
Q2 		$5.07M Buy
6,500
+1,700
+35% +$1.32M 0.02% 369
2025
Q1 		$3.96M Hold
4,800
– – 0.02% 394
2024
Q4 		$3.71M Buy
4,800
+2,300
+92% +$1.9M 0.02% 391
2024
Q3 		$2.21M Sell
2,500
-1,600
-39% -$1.44M 0.01% 449
2024
Q2 		$3.71M Buy
4,100
+1,600
+64% +$1.28M 0.02% 328
2024
Q1 		$1.94M Buy
2,500
+300
+14% +$214K 0.01% 435
2023
Q4 		$1.28M Buy
2,200
+600
+38% +$350K 0.01% 528
2023
Q3 		$859K Buy
1,600
+500
+45% +$258K 0.01% 586
2023
Q2 		$516K Buy
1,100
+700
+175% +$294K ﹤0.01% 727
2023
Q1 		$137K Hold
400
– – ﹤0.01% 1058
2022
Q4 		$146K Buy
+400
New +$142K ﹤0.01% 937

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

Lido Advisors's LLY Position: Q2 2026 in Review

Lido Advisors increased its Eli Lilly (LLY) stake by 4.9% in Q2 2026, buying an estimated $5.5M and bringing the position to 114,252 shares worth $137M. The position accounts for 0.37% of the portfolio, ranked #38.

Lido Advisors first reported a position in LLY in Q1 2016 and has held it in 35 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Lido Advisors held 114,252 shares of Eli Lilly worth $137M as of Q2 2026.
  • Lido Advisors bought 5,385 Eli Lilly shares in Q2 2026, an estimated $5.5M.
  • Eli Lilly made up 0.37% of Lido Advisors's portfolio in Q2 2026, its #38 holding.
  • Lido Advisors first reported a position in Eli Lilly in Q1 2016 and has held it in 35 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.