M3 Advisory Group’s Eli Lilly LLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.04M Buy
867
+34
+4% +$34.7K 0.54% 40
2026
Q1
$766K Buy
833
+22
+3% +$22.3K 0.47% 42
2025
Q4
$872K Buy
811
+87
+12% +$83.2K 0.53% 39
2025
Q3
$552K Buy
724
+88
+14% +$65.5K 0.34% 57
2025
Q2
$496K Buy
636
+30
+5% +$23.3K 0.34% 59
2025
Q1
$501K Buy
606
+46
+8% +$38.3K 0.4% 53
2024
Q4
$432K Sell
560
-50
-8% -$41.4K 0.31% 68
2024
Q3
$540K Sell
610
-92
-13% -$82.7K 0.4% 56
2024
Q2
$635K Buy
702
+145
+26% +$116K 0.52% 43
2024
Q1
$433K Buy
557
+170
+44% +$121K 0.39% 59
2023
Q4
$226K Buy
+387
New +$226K 0.26% 90

Other funds holding LLY

M3 Advisory Group's LLY Position: Q2 2026 in Review

M3 Advisory Group increased its Eli Lilly (LLY) stake by 4.1% in Q2 2026, buying an estimated $34.7K and bringing the position to 867 shares worth $1.04M. The position accounts for 0.54% of the portfolio, ranked #40.

M3 Advisory Group first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • M3 Advisory Group held 867 shares of Eli Lilly worth $1.04M as of Q2 2026.
  • M3 Advisory Group bought 34 Eli Lilly shares in Q2 2026, an estimated $34.7K.
  • Eli Lilly made up 0.54% of M3 Advisory Group's portfolio in Q2 2026, its #40 holding.
  • M3 Advisory Group first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.