Lloyd Advisory Services’s Eli Lilly LLY Stock Holding History

Lloyd Advisory Services’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	$38.4K	Sell	32 -288	-90%	-$294K	0.01%	259
2026 Q1	$294K	Buy	320 +281	+721%	+$285K	0.08%	114
2025 Q4	$41.9K	Buy	+39	New	+$37.3K	0.02%	257
2024 Q2	–	Sell	-2,485	Closed	-$1.93M	–	151
2024 Q1	$1.93M	Buy	2,485 +1,970	+383%	+$1.4M	0.41%	31
2023 Q4	$300K	Sell	515 -1,202	-70%	-$702K	0.14%	86
2023 Q3	$922K	Buy	+1,717	New	+$885K	0.3%	75
2022 Q2	–	Sell	-161	Closed	-$46K	–	343
2022 Q1	$46K	Buy	+161	New	+$41.4K	0.02%	239
2020 Q1	–	Sell	-16	Closed	-$2K	–	350
2019 Q4	$2K	Buy	+16	New	+$1.85K	﹤0.01%	306

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 $3.38T AUM 44.17% 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

Lloyd Advisory Services's LLY Position: Q2 2026 in Review

Lloyd Advisory Services reduced its Eli Lilly (LLY) stake by 90% in Q2 2026, selling an estimated $294K and leaving 32 shares worth $38.4K. The position accounts for 0.01% of the portfolio, ranked #259.

Lloyd Advisory Services first reported a position in LLY in Q4 2019 and has held it in 8 quarters since. The position peaked at $1.93M in Q1 2024. 4,645 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Lloyd Advisory Services held 32 shares of Eli Lilly worth $38.4K as of Q2 2026.
Lloyd Advisory Services sold 288 Eli Lilly shares in Q2 2026, an estimated $294K.
Eli Lilly made up 0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #259 holding.
Lloyd Advisory Services first reported a position in Eli Lilly in Q4 2019 and has held it in 8 quarters since.
Lloyd Advisory Services's Eli Lilly position peaked at $1.93M in Q1 2024.
4,645 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.