Petra Financial Advisors’s Eli Lilly LLY Stock Holding History

Petra Financial 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	$285K	Buy	+238	New	+$243K	0.13%	143
2026 Q1	–	Sell	-241	Closed	-$259K	–	133
2025 Q4	$259K	Buy	+241	New	+$230K	0.15%	125
2025 Q2	–	Sell	-440	Closed	-$363K	–	145
2025 Q1	$363K	Buy	+440	New	+$366K	0.3%	76
2024 Q4	–	Sell	-1,678	Closed	-$1.49M	–	148
2024 Q3	$1.49M	Sell	1,678 -64	-4%	-$57.5K	0.98%	30
2024 Q2	$1.58M	Sell	1,742 -6	-0.3%	-$4.8K	1.13%	25
2024 Q1	$1.33M	Buy	1,748 +478	+38%	+$340K	0.97%	33
2023 Q4	$740K	Buy	1,270 +258	+25%	+$151K	0.62%	51
2023 Q3	$544K	Buy	+1,012	New	+$521K	0.45%	63

Other funds holding LLY

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Petra Financial Advisors's LLY Position: Q2 2026 in Review

Petra Financial Advisors opened a new position in Eli Lilly (LLY) in Q2 2026: 238 shares worth $285K. The stake represents 0.13% of the portfolio and ranks #143 among its holdings. This is a return to the name: Petra Financial Advisors previously reported a position in LLY as recently as Q4 2025.

Petra Financial Advisors first reported a position in LLY in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.58M in Q2 2024. 2,140 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Petra Financial Advisors held 238 shares of Eli Lilly worth $285K as of Q2 2026.
Eli Lilly was a new Petra Financial Advisors position in Q2 2026.
Eli Lilly made up 0.13% of Petra Financial Advisors's portfolio in Q2 2026, its #143 holding.
Petra Financial Advisors first reported a position in Eli Lilly in Q3 2023 and has held it in 8 quarters since.
Petra Financial Advisors's Eli Lilly position peaked at $1.58M in Q2 2024.
2,140 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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