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Northstar Advisory Group’s Eli Lilly LLY Stock Holding History

Northstar 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 		$3.45M Buy
2,877
+2,205
+328% +$2.25M 1.07% 25
2026
Q1 		$618K Sell
672
-4,006
-86% -$4.06M 0.23% 73
2025
Q4 		$5.03M Buy
4,678
+2,565
+121% +$2.45M 1.79% 13
2025
Q3 		$1.61M Buy
2,113
+1,676
+384% +$1.25M 0.66% 47
2025
Q2 		$341K Buy
437
+1
+0.2% +$777 0.17% 83
2025
Q1 		$360K Hold
436
– – 0.24% 76
2024
Q4 		$337K Sell
436
-1
-0.2% -$828 0.17% 80
2024
Q3 		$387K Sell
437
-2
-0.5% -$1.8K 0.2% 77
2024
Q2 		$397K Hold
439
– – 0.23% 70
2024
Q1 		$339K Sell
439
-53
-11% -$37.7K 0.21% 73
2023
Q4 		$287K Buy
492
+2
+0.4% +$1.17K 0.17% 74
2023
Q3 		$263K Sell
490
-453
-48% -$233K 0.19% 75
2023
Q2 		$442K Sell
943
-1,670
-64% -$700K 0.29% 55
2023
Q1 		$897K Sell
2,613
-1,814
-41% -$612K 0.67% 35
2022
Q4 		$1.62M Buy
4,427
+842
+23% +$299K 1.28% 14
2022
Q3 		$1.16M Buy
3,585
+1,470
+70% +$466K 1.04% 19
2022
Q2 		$686K Sell
2,115
-33
-2% -$9.91K 0.51% 29
2022
Q1 		$615K Sell
2,148
-351
-14% -$90.3K 0.4% 55
2021
Q4 		$690K Buy
+2,499
New +$634K 0.41% 45
2021
Q3 		– Sell
-2,163
Closed -$496K – 84
2021
Q2 		$496K Buy
2,163
+229
+12% +$46K 0.31% 59
2021
Q1 		$361K Sell
1,934
-101
-5% -$19.8K 0.28% 65
2020
Q4 		$344K Buy
+2,035
New +$304K 0.29% 69

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Northstar Advisory Group increased its Eli Lilly (LLY) stake by 328% in Q2 2026, buying an estimated $2.25M and bringing the position to 2,877 shares worth $3.45M. The position accounts for 1.07% of the portfolio, ranked #25.

Northstar Advisory Group first reported a position in LLY in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.03M in Q4 2025. 2,247 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Northstar Advisory Group held 2,877 shares of Eli Lilly worth $3.45M as of Q2 2026.
  • Northstar Advisory Group bought 2,205 Eli Lilly shares in Q2 2026, an estimated $2.25M.
  • Eli Lilly made up 1.07% of Northstar Advisory Group's portfolio in Q2 2026, its #25 holding.
  • Northstar Advisory Group first reported a position in Eli Lilly in Q4 2020 and has held it in 22 quarters since.
  • Northstar Advisory Group's Eli Lilly position peaked at $5.03M in Q4 2025.
  • 2,247 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.