Parsonex Advisory Services’s Eli Lilly LLY Stock Holding History

Parsonex Advisory Services’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	$5.2M	Buy	4,336 +106	+3%	+$108K	4.52%	6
2026 Q1	$3.89M	Sell	4,230 -286	-6%	-$290K	3.8%	10
2025 Q4	$4.85M	Buy	4,516 +342	+8%	+$327K	3.09%	10
2025 Q3	$3.18M	Buy	4,174 +1,067	+34%	+$794K	2.17%	15
2025 Q2	$2.42M	Buy	+3,107	New	+$2.41M	2.02%	15

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parsonex Advisory Services's LLY Position: Q2 2026 in Review

Parsonex Advisory Services increased its Eli Lilly (LLY) stake by 2.5% in Q2 2026, buying an estimated $108K and bringing the position to 4,336 shares worth $5.2M. The position accounts for 4.52% of the portfolio, ranked #6.

Parsonex Advisory Services first reported a position in LLY in Q2 2025 and has held it in 5 quarters since. 4,594 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Parsonex Advisory Services held 4,336 shares of Eli Lilly worth $5.2M as of Q2 2026.
Parsonex Advisory Services bought 106 Eli Lilly shares in Q2 2026, an estimated $108K.
Eli Lilly made up 4.52% of Parsonex Advisory Services's portfolio in Q2 2026, its #6 holding.
Parsonex Advisory Services first reported a position in Eli Lilly in Q2 2025 and has held it in 5 quarters since.
4,594 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Parsonex Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.