LA
LLY icon

LM Advisors’s Eli Lilly LLY Stock Holding History

LM 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 		$6.79M Buy
5,649
+957
+20% +$978K 0.78% 25
2026
Q1 		$5.1K Sell
4,692
-801
-15% -$812K 0.08% 127
2025
Q4 		$5.11K Buy
5,493
+458
+9% +$438K 0.09% 124
2025
Q3 		$3.84M Buy
5,035
+4
+0.1% +$2.98K 0.55% 36
2025
Q2 		$3.92M Sell
5,031
-847
-14% -$658K 0.5% 30
2025
Q1 		$4.86M Sell
5,878
-260
-4% -$216K 0.87% 20
2024
Q4 		$4.74M Buy
6,138
+1,254
+26% +$1.04M 0.85% 21
2024
Q3 		$4.33M Sell
4,884
-110
-2% -$98.9K 0.88% 22
2024
Q2 		$4.52M Sell
4,994
-326
-6% -$261K 0.8% 22
2024
Q1 		$4.14M Sell
5,320
-48
-0.9% -$34.2K 0.66% 30
2023
Q4 		$3.13M Buy
+5,368
New +$3.13M 0.63% 33

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

LM Advisors's LLY Position: Q2 2026 in Review

LM Advisors increased its Eli Lilly (LLY) stake by 20% in Q2 2026, buying an estimated $978K and bringing the position to 5,649 shares worth $6.79M. The position accounts for 0.78% of the portfolio, ranked #25.

LM Advisors first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 4,618 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • LM Advisors held 5,649 shares of Eli Lilly worth $6.79M as of Q2 2026.
  • LM Advisors bought 957 Eli Lilly shares in Q2 2026, an estimated $978K.
  • Eli Lilly made up 0.78% of LM Advisors's portfolio in Q2 2026, its #25 holding.
  • LM Advisors first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
  • 4,618 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.