Pettinga Financial Advisors’s Eli Lilly LLY Stock Holding History

Pettinga 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	$299K	Buy	249 +18	+8%	+$18.4K	0.05%	120
2026 Q1	$212K	Buy	+231	New	+$234K	0.04%	139
2024 Q3	–	Sell	-515	Closed	-$466K	–	120
2024 Q2	$466K	Buy	515 +78	+18%	+$62.4K	0.12%	76
2024 Q1	$340K	Buy	+437	New	+$311K	0.09%	92
2023 Q4	–	Sell	-4,141	Closed	-$2.22M	–	118
2023 Q3	$2.22M	Hold	4,141	–	–	0.67%	32
2023 Q2	$1.94M	Buy	+4,141	New	+$1.74M	0.58%	35

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

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

Pettinga Financial Advisors increased its Eli Lilly (LLY) stake by 7.8% in Q2 2026, buying an estimated $18.4K and bringing the position to 249 shares worth $299K. The position accounts for 0.05% of the portfolio, ranked #120.

Pettinga Financial Advisors first reported a position in LLY in Q2 2023 and has held it in 6 quarters since. The position peaked at $2.22M in Q3 2023. 4,618 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Pettinga Financial Advisors held 249 shares of Eli Lilly worth $299K as of Q2 2026.
Pettinga Financial Advisors bought 18 Eli Lilly shares in Q2 2026, an estimated $18.4K.
Eli Lilly made up 0.05% of Pettinga Financial Advisors's portfolio in Q2 2026, its #120 holding.
Pettinga Financial Advisors first reported a position in Eli Lilly in Q2 2023 and has held it in 6 quarters since.
Pettinga Financial Advisors's Eli Lilly position peaked at $2.22M in Q3 2023.
4,618 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.