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MBA Advisors’s Eli Lilly LLY Stock Holding History

MBA 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 		$687K Buy
573
+11
+2% +$11.2K 0.23% 80
2026
Q1 		$517K Sell
562
-6
-1% -$6.08K 0.2% 81
2025
Q4 		$610K Buy
568
+33
+6% +$31.6K 0.25% 75
2025
Q3 		$408K Buy
535
+15
+3% +$11.2K 0.17% 96
2025
Q2 		$405K Sell
520
-4
-0.8% -$3.11K 0.19% 94
2025
Q1 		$433K Buy
524
+41
+8% +$34.1K 0.21% 82
2024
Q4 		$373K Sell
483
-1
-0.2% -$828 0.19% 90
2024
Q3 		$429K Sell
484
-73
-13% -$65.6K 0.21% 84
2024
Q2 		$504K Sell
557
-33
-6% -$26.4K 0.26% 73
2024
Q1 		$459K Sell
590
-549
-48% -$391K 0.24% 78
2023
Q4 		$664K Buy
1,139
+29
+3% +$16.9K 0.37% 64
2023
Q3 		$596K Sell
1,110
-142
-11% -$73.2K 0.37% 62
2023
Q2 		$587K Hold
1,252
– – 0.35% 65
2023
Q1 		$430K Hold
1,252
– – 0.27% 78
2022
Q4 		$458K Hold
1,252
– – 0.3% 74
2022
Q3 		$405K Hold
1,252
– – 0.29% 74
2022
Q2 		$406K Buy
1,252
+2
+0.2% +$600 0.28% 76
2022
Q1 		$358K Sell
1,250
-102
-8% -$26.3K 0.22% 100
2021
Q4 		$373K Buy
1,352
+18
+1% +$4.56K 0.23% 100
2021
Q3 		$308K Sell
1,334
-102
-7% -$25.2K 0.23% 99
2021
Q2 		$330K Sell
1,436
-28
-2% -$5.62K 0.15% 96
2021
Q1 		$274K Buy
+1,464
New +$286K 0.15% 105

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

MBA Advisors's LLY Position: Q2 2026 in Review

MBA Advisors increased its Eli Lilly (LLY) stake by 2% in Q2 2026, buying an estimated $11.2K and bringing the position to 573 shares worth $687K. The position accounts for 0.23% of the portfolio, ranked #80.

MBA Advisors first reported a position in LLY in Q1 2021 and has held it in 22 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • MBA Advisors held 573 shares of Eli Lilly worth $687K as of Q2 2026.
  • MBA Advisors bought 11 Eli Lilly shares in Q2 2026, an estimated $11.2K.
  • Eli Lilly made up 0.23% of MBA Advisors's portfolio in Q2 2026, its #80 holding.
  • MBA Advisors first reported a position in Eli Lilly in Q1 2021 and has held it in 22 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on MBA Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.