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MONECO Advisors’s Eli Lilly LLY Stock Holding History

MONECO 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 		$7.37M Buy
6,143
+969
+19% +$990K 0.45% 47
2026
Q1 		$4.76M Buy
5,174
+557
+12% +$565K 0.37% 58
2025
Q4 		$4.96M Buy
4,617
+432
+10% +$413K 0.39% 51
2025
Q3 		$3.19M Buy
4,185
+43
+1% +$32K 0.27% 79
2025
Q2 		$3.23M Buy
4,142
+19
+0.5% +$14.8K 0.3% 70
2025
Q1 		$3.41M Sell
4,123
-9
-0.2% -$7.49K 0.35% 63
2024
Q4 		$3.19M Buy
4,132
+895
+28% +$741K 0.34% 72
2024
Q3 		$2.87M Buy
3,237
+109
+3% +$98K 0.36% 77
2024
Q2 		$2.83M Sell
3,128
-1
-0% -$800 0.42% 65
2024
Q1 		$2.43M Buy
3,129
+98
+3% +$69.7K 0.39% 70
2023
Q4 		$1.77M Buy
3,031
+249
+9% +$145K 0.34% 78
2023
Q3 		$1.49M Buy
2,782
+49
+2% +$25.2K 0.41% 60
2023
Q2 		$1.28M Buy
2,733
+82
+3% +$34.4K 0.35% 67
2023
Q1 		$910K Buy
2,651
+472
+22% +$159K 0.27% 97
2022
Q4 		$797K Buy
2,179
+16
+0.7% +$5.67K 0.29% 89
2022
Q3 		$699K Sell
2,163
-9
-0.4% -$2.85K 0.28% 87
2022
Q2 		$704K Buy
2,172
+675
+45% +$203K 0.27% 87
2022
Q1 		$429K Buy
1,497
+63
+4% +$16.2K 0.16% 135
2021
Q4 		$351K Buy
1,434
+67
+5% +$17K 0.13% 160
2021
Q3 		$316K Sell
1,367
-48
-3% -$11.8K 0.12% 178
2021
Q2 		$325K Hold
1,415
– – 0.15% 147
2021
Q1 		$264K Buy
1,415
+180
+15% +$35.2K 0.13% 160
2020
Q4 		$229K Buy
+1,235
New +$184K 0.13% 155

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

MONECO Advisors's LLY Position: Q2 2026 in Review

MONECO Advisors increased its Eli Lilly (LLY) stake by 19% in Q2 2026, buying an estimated $990K and bringing the position to 6,143 shares worth $7.37M. The position accounts for 0.45% of the portfolio, ranked #47.

MONECO Advisors first reported a position in LLY in Q4 2020 and has held it in 23 quarters since. 4,602 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • MONECO Advisors held 6,143 shares of Eli Lilly worth $7.37M as of Q2 2026.
  • MONECO Advisors bought 969 Eli Lilly shares in Q2 2026, an estimated $990K.
  • Eli Lilly made up 0.45% of MONECO Advisors's portfolio in Q2 2026, its #47 holding.
  • MONECO Advisors first reported a position in Eli Lilly in Q4 2020 and has held it in 23 quarters since.
  • 4,602 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.