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Mayfair Advisory Group’s Eli Lilly LLY Stock Holding History

Mayfair Advisory Group’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 		$1.62M Sell
1,351
-145
-10% -$148K 0.49% 42
2026
Q1 		$1.38M Buy
1,496
+19
+1% +$19.3K 0.48% 41
2025
Q4 		$1.6M Buy
1,477
+7
+0.5% +$6.69K 0.62% 38
2025
Q3 		$1.12M Buy
1,470
+21
+1% +$15.6K 0.48% 43
2025
Q2 		$906K Buy
1,449
+1
+0.1% +$777 0.43% 49
2025
Q1 		$1.2M Sell
1,448
-85
-6% -$70.7K 0.69% 33
2024
Q4 		$1.18M Buy
1,533
+64
+4% +$53K 0.7% 31
2024
Q3 		$1.3M Buy
1,469
+6
+0.4% +$5.39K 0.82% 26
2024
Q2 		$1.39M Sell
1,463
-26
-2% -$20.8K 0.94% 25
2024
Q1 		$1.16M Buy
1,489
+80
+6% +$56.9K 0.84% 27
2023
Q4 		$834K Buy
1,409
+12
+0.9% +$7K 0.71% 31
2023
Q3 		$809K Hold
1,397
– – 0.78% 29
2023
Q2 		$632K Hold
1,397
– – 0.63% 39
2023
Q1 		$523K Sell
1,397
-55
-4% -$18.5K 0.57% 43
2022
Q4 		$508K Buy
1,452
+55
+4% +$19.5K 0.65% 40
2022
Q3 		$449K Sell
1,397
-550
-28% -$174K 0.63% 42
2022
Q2 		$642K Hold
1,947
– – 0.85% 31
2022
Q1 		$570K Buy
1,947
+158
+9% +$40.7K 0.73% 35
2021
Q4 		$466K Buy
1,789
+35
+2% +$8.87K 0.62% 38
2021
Q3 		$394K Hold
1,754
– – 0.6% 44
2021
Q2 		$403K Buy
1,754
+34
+2% +$6.83K 0.64% 41
2021
Q1 		$319K Hold
1,720
– – 0.57% 45
2020
Q4 		$290K Buy
1,720
+14
+0.8% +$2.09K 0.57% 48
2020
Q3 		$253K Hold
1,706
– – 0.65% 41
2020
Q2 		$280K Buy
+1,706
New +$262K 0.9% 25

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 $3.38T AUM 44.17% 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

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

Mayfair Advisory Group reduced its Eli Lilly (LLY) stake by 9.7% in Q2 2026, selling an estimated $148K and leaving 1,351 shares worth $1.62M. The position accounts for 0.49% of the portfolio, ranked #42.

Mayfair Advisory Group first reported a position in LLY in Q2 2020 and has held it in 25 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Mayfair Advisory Group held 1,351 shares of Eli Lilly worth $1.62M as of Q2 2026.
  • Mayfair Advisory Group sold 145 Eli Lilly shares in Q2 2026, an estimated $148K.
  • Eli Lilly made up 0.49% of Mayfair Advisory Group's portfolio in Q2 2026, its #42 holding.
  • Mayfair Advisory Group first reported a position in Eli Lilly in Q2 2020 and has held it in 25 quarters since.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Mayfair Advisory Group's 13F filing for Q2 2026, filed 11 Aug 2026.