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Lugano Financial Advisors SA (LFA)’s Eli Lilly LLY Stock Holding History

Lugano Financial Advisors SA (LFA)’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 		$161K Buy
134
+8
+6% +$8.17K 0.1% 93
2026
Q1 		$116K Hold
126
– – 0.06% 105
2025
Q4 		$135K Hold
126
– – 0.07% 103
2025
Q3 		$96.1K Sell
126
-35
-22% -$26K 0.05% 117
2025
Q2 		$126K Buy
161
+7
+5% +$5.44K 0.07% 103
2025
Q1 		$127K Sell
154
-18
-10% -$15K 0.09% 95
2024
Q4 		$133K Buy
172
+5
+3% +$4.14K 0.09% 95
2024
Q3 		$148K Buy
167
+14
+9% +$12.6K 0.1% 91
2024
Q2 		$139K Buy
153
+14
+10% +$11.2K 0.11% 83
2024
Q1 		$108K Hold
139
– – 0.08% 100
2023
Q4 		$81K Buy
139
+28
+25% +$16.3K 0.06% 98
2023
Q3 		$59.6K Buy
+111
New +$57.2K 0.05% 109

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

Lugano Financial Advisors SA (LFA)'s LLY Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) increased its Eli Lilly (LLY) stake by 6.3% in Q2 2026, buying an estimated $8.17K and bringing the position to 134 shares worth $161K. The position accounts for 0.1% of the portfolio, ranked #93.

Lugano Financial Advisors SA (LFA) first reported a position in LLY in Q3 2023 and has held it in 12 quarters since. 4,598 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Lugano Financial Advisors SA (LFA) held 134 shares of Eli Lilly worth $161K as of Q2 2026.
  • Lugano Financial Advisors SA (LFA) bought 8 Eli Lilly shares in Q2 2026, an estimated $8.17K.
  • Eli Lilly made up 0.1% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #93 holding.
  • Lugano Financial Advisors SA (LFA) first reported a position in Eli Lilly in Q3 2023 and has held it in 12 quarters since.
  • 4,598 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.