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Paladin Advisory Group’s Eli Lilly LLY Stock Holding History

Paladin 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
2023
Q1 		– Sell
-590
Closed -$216K – 397
2022
Q4 		$216K Hold
590
– – 0.18% 87
2022
Q3 		$190K Hold
590
– – 0.17% 92
2022
Q2 		$191K Buy
+590
New +$177K 0.16% 94
2022
Q1 		– Sell
-590
Closed -$162K – 410
2021
Q4 		$162K Buy
+590
New +$150K 0.13% 108

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

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

Paladin Advisory Group held its Eli Lilly (LLY) position steady in Q2 2026 at 317 shares worth $380K. The position accounts for 0.25% of the portfolio, ranked #59.

Paladin Advisory Group first reported a position in LLY in Q1 2022 and has held it in 15 quarters since. The position peaked at $539K in Q2 2024. 4,630 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Paladin Advisory Group held 317 shares of Eli Lilly worth $380K as of Q2 2026.
  • Paladin Advisory Group left its Eli Lilly share count unchanged in Q2 2026.
  • Eli Lilly made up 0.25% of Paladin Advisory Group's portfolio in Q2 2026, its #59 holding.
  • Paladin Advisory Group first reported a position in Eli Lilly in Q1 2022 and has held it in 15 quarters since.
  • Paladin Advisory Group's Eli Lilly position peaked at $539K in Q2 2024.
  • 4,630 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.