PFG Advisors
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PFG Advisors’s Eli Lilly LLY Stock Holding History

PFG 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
Q3 		$5.33M Buy
4,610
+122
+3% +$144K 0.27% 80
2026
Q2 		$5.38M Sell
4,488
-105
-2% -$107K 0.27% 81
2026
Q1 		$4.22M Buy
4,593
+586
+15% +$594K 0.21% 122
2025
Q4 		$4.31M Sell
4,007
-3,261
-45% -$3.12M 0.21% 110
2025
Q3 		$5.55M Sell
7,268
-19,720
-73% -$14.7M 0.23% 111
2025
Q2 		$3.96M Buy
26,988
+22,888
+558% +$17.8M 0.18% 118
2025
Q1 		$3.39M Buy
4,100
+468
+13% +$389K 0.19% 136
2024
Q4 		$2.8M Buy
3,632
+215
+6% +$178K 0.17% 144
2024
Q3 		$3.03M Buy
3,417
+53
+2% +$47.6K 0.19% 125
2024
Q2 		$3.05M Buy
3,364
+396
+13% +$317K 0.21% 125
2024
Q1 		$2.31M Buy
2,968
+954
+47% +$679K 0.17% 151
2023
Q4 		$1.17M Sell
2,014
-4
-0.2% -$2.34K 0.09% 241
2023
Q3 		$1.08M Sell
2,018
-2,678
-57% -$1.38M 0.1% 236
2023
Q2 		$2.2M Buy
4,696
+1,537
+49% +$645K 0.17% 155
2023
Q1 		$1.08M Buy
3,159
+1,946
+160% +$656K 0.09% 263
2022
Q4 		$444K Buy
1,213
+53
+5% +$18.8K 0.04% 372
2022
Q3 		$375K Sell
1,160
-64
-5% -$20.3K 0.04% 372
2022
Q2 		$397K Buy
1,224
+132
+12% +$39.6K 0.04% 276
2022
Q1 		$313K Sell
1,092
-10
-0.9% -$2.57K 0.03% 331
2021
Q4 		$304K Hold
1,102
– – 0.03% 440
2021
Q3 		$255K Sell
1,102
-200
-15% -$49.4K 0.03% 444
2021
Q2 		$299K Sell
1,302
-17
-1% -$3.42K 0.03% 391
2021
Q1 		$246K Buy
+1,319
New +$258K 0.03% 399

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $104B AUM 51.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

PFG Advisors's LLY Position: Q3 2026 in Review

PFG Advisors increased its Eli Lilly (LLY) stake by 2.7% in Q3 2026, buying an estimated $144K and bringing the position to 4,610 shares worth $5.33M. The position accounts for 0.27% of the portfolio, ranked #80.

PFG Advisors first reported a position in LLY in Q1 2021 and has held it in 23 quarters since. The position peaked at $5.55M in Q3 2025. 2,846 funds tracked by Wall St. Rank hold LLY as of Q3 2026.

  • PFG Advisors held 4,610 shares of Eli Lilly worth $5.33M as of Q3 2026.
  • PFG Advisors bought 122 Eli Lilly shares in Q3 2026, an estimated $144K.
  • Eli Lilly made up 0.27% of PFG Advisors's portfolio in Q3 2026, its #80 holding.
  • PFG Advisors first reported a position in Eli Lilly in Q1 2021 and has held it in 23 quarters since.
  • PFG Advisors's Eli Lilly position peaked at $5.55M in Q3 2025.
  • 2,846 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.