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Maxele Advisors’s Eli Lilly LLY Stock Holding History

Maxele 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 		$2.05M Buy
+1,711
New +$1.75M 1.43% 21
2025
Q4 		$1.84M Sell
1,714
-40
-2% -$38.2K 1.5% 19
2025
Q3 		$1.34M Buy
1,754
+17
+1% +$12.7K 1.15% 30
2025
Q2 		$1.35M Buy
1,737
+1
+0.1% +$777 1.18% 27
2025
Q1 		$1.43M Buy
1,736
+4
+0.2% +$3.33K 1.39% 23
2024
Q4 		$1.34M Buy
+1,732
New +$1.43M 1.28% 26
2022
Q3 		$425K Sell
1,315
-20
-1% -$6.34K 0.71% 43
2022
Q2 		$433K Sell
1,335
-50
-4% -$15K 0.68% 46
2022
Q1 		$397K Sell
1,385
-80
-5% -$20.6K 0.49% 53
2021
Q4 		$405K Buy
+1,465
New +$371K 0.47% 56

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

Maxele Advisors's LLY Position: Q2 2026 in Review

Maxele Advisors opened a new position in Eli Lilly (LLY) in Q2 2026: 1,711 shares worth $2.05M. The stake represents 1.43% of the portfolio and ranks #21 among its holdings. This is a return to the name: Maxele Advisors previously reported a position in LLY as recently as Q4 2025.

Maxele Advisors first reported a position in LLY in Q4 2021 and has held it in 10 quarters since. 4,618 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Maxele Advisors held 1,711 shares of Eli Lilly worth $2.05M as of Q2 2026.
  • Eli Lilly was a new Maxele Advisors position in Q2 2026.
  • Eli Lilly made up 1.43% of Maxele Advisors's portfolio in Q2 2026, its #21 holding.
  • Maxele Advisors first reported a position in Eli Lilly in Q4 2021 and has held it in 10 quarters since.
  • 4,618 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Maxele Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.