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Mount Yale Investment Advisors’s Eli Lilly LLY Stock Holding History

Mount Yale Investment 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 		$50.4M Sell
42,067
-167
-0.4% -$171K 0.93% 15
2026
Q1 		$38.8M Buy
42,234
+21,749
+106% +$22M 0.9% 17
2025
Q4 		$22M Buy
20,485
+2,296
+13% +$2.2M 1.06% 17
2025
Q3 		$13.9M Buy
18,189
+14,797
+436% +$11M 0.97% 20
2025
Q2 		$2.64M Sell
3,392
-933
-22% -$725K 0.21% 99
2025
Q1 		$3.57M Buy
4,325
+295
+7% +$245K 0.31% 65
2024
Q4 		$3.11M Hold
4,030
– – 0.25% 80
2024
Q3 		$3.57M Sell
4,030
-189
-4% -$170K 0.34% 67
2024
Q2 		$3.82M Sell
4,219
-189
-4% -$151K 0.3% 69
2024
Q1 		$3.43M Buy
4,408
+278
+7% +$198K 0.26% 81
2023
Q4 		$2.41M Buy
4,130
+649
+19% +$379K 0.23% 103
2023
Q3 		$1.87M Sell
3,481
-165
-5% -$85K 0.2% 114
2023
Q2 		$1.71M Sell
3,646
-42
-1% -$17.6K 0.18% 123
2023
Q1 		$1.27M Sell
3,688
-318
-8% -$107K 0.14% 150
2022
Q4 		$1.47M Buy
4,006
+62
+2% +$22K 0.17% 141
2022
Q3 		$1.27M Buy
3,944
+58
+1% +$18.4K 0.17% 129
2022
Q2 		$1.26M Sell
3,886
-472
-11% -$142K 0.16% 145
2022
Q1 		$1.25M Sell
4,358
-577
-12% -$148K 0.14% 166
2021
Q4 		$1.36M Buy
4,935
+2,228
+82% +$565K 0.14% 154
2021
Q3 		$625K Buy
+2,707
New +$668K 0.07% 244
2018
Q4 		– Sell
-176
Closed -$19K – 561
2018
Q3 		$19K Sell
176
-84,317
-100% -$8.43M ﹤0.01% 791
2018
Q2 		$7.21M Buy
84,493
+3,732
+5% +$307K 1.36% 14
2018
Q1 		$6.25M Buy
+80,761
New +$6.5M 1.34% 19

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

Mount Yale Investment Advisors's LLY Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Eli Lilly (LLY) stake by 0.4% in Q2 2026, selling an estimated $171K and leaving 42,067 shares worth $50.4M. The position accounts for 0.93% of the portfolio, ranked #15.

Mount Yale Investment Advisors first reported a position in LLY in Q1 2018 and has held it in 23 quarters since. 4,635 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Mount Yale Investment Advisors held 42,067 shares of Eli Lilly worth $50.4M as of Q2 2026.
  • Mount Yale Investment Advisors sold 167 Eli Lilly shares in Q2 2026, an estimated $171K.
  • Eli Lilly made up 0.93% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #15 holding.
  • Mount Yale Investment Advisors first reported a position in Eli Lilly in Q1 2018 and has held it in 23 quarters since.
  • 4,635 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.