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Modus Advisors’s Eli Lilly LLY Stock Holding History

Modus 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 		$5.06M Buy
4,218
+56
+1% +$57.2K 1.25% 29
2026
Q1 		$3.83M Buy
4,162
+791
+23% +$802K 1.05% 39
2025
Q4 		$3.62M Buy
3,371
+1,419
+73% +$1.36M 0.96% 39
2025
Q3 		$1.49M Buy
1,952
+640
+49% +$476K 0.41% 65
2025
Q2 		$1.02M Buy
1,312
+233
+22% +$181K 0.3% 67
2025
Q1 		$891K Buy
1,079
+279
+35% +$232K 0.29% 68
2024
Q4 		$618K Buy
800
+321
+67% +$266K 0.19% 79
2024
Q3 		$424K Buy
479
+117
+32% +$105K 0.14% 93
2024
Q2 		$328K Buy
362
+18
+5% +$14.4K 0.12% 93
2024
Q1 		$268K Buy
+344
New +$245K 0.1% 96

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

Modus Advisors's LLY Position: Q2 2026 in Review

Modus Advisors increased its Eli Lilly (LLY) stake by 1.3% in Q2 2026, buying an estimated $57.2K and bringing the position to 4,218 shares worth $5.06M. The position accounts for 1.25% of the portfolio, ranked #29.

Modus Advisors first reported a position in LLY in Q1 2024 and has held it in 10 quarters since. 4,634 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Modus Advisors held 4,218 shares of Eli Lilly worth $5.06M as of Q2 2026.
  • Modus Advisors bought 56 Eli Lilly shares in Q2 2026, an estimated $57.2K.
  • Eli Lilly made up 1.25% of Modus Advisors's portfolio in Q2 2026, its #29 holding.
  • Modus Advisors first reported a position in Eli Lilly in Q1 2024 and has held it in 10 quarters since.
  • 4,634 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Modus Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.