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Perennial Investment Advisors’s Eli Lilly LLY Stock Holding History

Perennial 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 		$3.92M Buy
3,269
+1,368
+72% +$1.4M 0.26% 74
2026
Q1 		$1.75M Buy
1,901
+38
+2% +$38.5K 0.14% 124
2025
Q4 		$2M Buy
1,863
+68
+4% +$65K 0.16% 111
2025
Q3 		$1.37M Sell
1,795
-73
-4% -$54.3K 0.11% 149
2025
Q2 		$1.46M Buy
1,868
+57
+3% +$44.3K 0.14% 135
2025
Q1 		$1.5M Buy
1,811
+254
+16% +$211K 0.17% 110
2024
Q4 		$1.2M Buy
1,557
+172
+12% +$142K 0.14% 127
2024
Q3 		$1.23M Buy
1,385
+48
+4% +$43.2K 0.16% 106
2024
Q2 		$1.21M Buy
1,337
+124
+10% +$99.2K 0.17% 104
2024
Q1 		$943K Buy
1,213
+215
+22% +$153K 0.14% 115
2023
Q4 		$582K Buy
998
+65
+7% +$37.9K 0.1% 162
2023
Q3 		$501K Sell
933
-9
-1% -$4.64K 0.09% 175
2023
Q2 		$442K Buy
942
+43
+5% +$18K 0.08% 194
2023
Q1 		$309K Buy
+899
New +$303K 0.06% 233

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

Perennial Investment Advisors's LLY Position: Q2 2026 in Review

Perennial Investment Advisors increased its Eli Lilly (LLY) stake by 72% in Q2 2026, buying an estimated $1.4M and bringing the position to 3,269 shares worth $3.92M. The position accounts for 0.26% of the portfolio, ranked #74.

Perennial Investment Advisors first reported a position in LLY in Q1 2023 and has held it in 14 quarters since. 4,634 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Perennial Investment Advisors held 3,269 shares of Eli Lilly worth $3.92M as of Q2 2026.
  • Perennial Investment Advisors bought 1,368 Eli Lilly shares in Q2 2026, an estimated $1.4M.
  • Eli Lilly made up 0.26% of Perennial Investment Advisors's portfolio in Q2 2026, its #74 holding.
  • Perennial Investment Advisors first reported a position in Eli Lilly in Q1 2023 and has held it in 14 quarters since.
  • 4,634 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.