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Pacific Point Advisors’s Eli Lilly LLY Stock Holding History

Pacific Point 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 		$1.7M Hold
1,420
– – 0.78% 46
2026
Q1 		$1.31M Buy
1,420
+7
+0.5% +$7.1K 0.69% 51
2025
Q4 		$1.52M Buy
1,413
+174
+14% +$166K 0.81% 32
2025
Q3 		$945K Buy
1,239
+4
+0.3% +$2.98K 0.55% 60
2025
Q2 		$963K Hold
1,235
– – 0.52% 53
2025
Q1 		$1.02M Hold
1,235
– – 0.57% 45
2024
Q4 		$1.02M Buy
+1,235
New +$1.02M 0.62% 47

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

Pacific Point Advisors's LLY Position: Q2 2026 in Review

Pacific Point Advisors held its Eli Lilly (LLY) position steady in Q2 2026 at 1,420 shares worth $1.7M. The position accounts for 0.78% of the portfolio, ranked #46.

Pacific Point Advisors first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Pacific Point Advisors held 1,420 shares of Eli Lilly worth $1.7M as of Q2 2026.
  • Pacific Point Advisors left its Eli Lilly share count unchanged in Q2 2026.
  • Eli Lilly made up 0.78% of Pacific Point Advisors's portfolio in Q2 2026, its #46 holding.
  • Pacific Point Advisors first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Pacific Point Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.