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Pin Oak Investment Advisors’s Eli Lilly LLY Stock Holding History

Pin Oak 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 		$198K Buy
165
+5
+3% +$5.11K 0.14% 111
2026
Q1 		$147K Hold
160
– – 0.1% 127
2025
Q4 		$169K Sell
160
-17
-10% -$16.3K 0.12% 118
2025
Q3 		$135K Buy
177
+9
+5% +$6.7K 0.1% 128
2025
Q2 		$138K Sell
168
-7
-4% -$5.44K 0.12% 120
2025
Q1 		$138K Buy
175
+55
+46% +$45.8K 0.11% 126
2024
Q4 		$106K Hold
120
– – 0.1% 141
2024
Q3 		$106K Buy
120
+22
+22% +$19.8K 0.1% 140
2024
Q2 		$89K Sell
98
-51
-34% -$40.8K 0.09% 141
2024
Q1 		$116K Sell
149
-30
-17% -$21.4K 0.11% 124
2023
Q4 		$104K Buy
179
+77
+75% +$44.9K 0.11% 123
2023
Q3 		$55K Sell
102
-87
-46% -$44.8K 0.06% 154
2023
Q2 		$89K Hold
189
– – 0.1% 132
2023
Q1 		$65K Buy
189
+164
+656% +$55.3K 0.08% 139
2022
Q4 		$9K Hold
25
– – 0.01% 305
2022
Q3 		$8K Hold
25
– – 0.01% 297
2022
Q2 		$8K Sell
25
-64
-72% -$19.2K 0.01% 322
2022
Q1 		$25K Hold
89
– – 0.03% 232
2021
Q4 		$25K Buy
89
+25
+39% +$6.34K 0.03% 239
2021
Q3 		$15K Hold
64
– – 0.02% 274
2021
Q2 		$15K Hold
64
– – 0.02% 277
2021
Q1 		$12K Hold
64
– – 0.01% 303
2020
Q4 		$11K Buy
+64
New +$9.56K 0.01% 326
2020
Q1 		– Sell
-186
Closed -$24K – 418
2019
Q4 		$24K Hold
186
– – 0.02% 241
2019
Q3 		$21K Sell
186
-37
-17% -$4.12K 0.02% 253
2019
Q2 		$25K Buy
+223
New +$26.3K 0.02% 252
2018
Q3 		– Sell
-50
Closed -$4K – 429
2018
Q2 		$4K Hold
50
– – ﹤0.01% 375
2018
Q1 		$4K Hold
50
– – ﹤0.01% 386
2017
Q4 		$4K Buy
+50
New +$4.25K ﹤0.01% 395

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 $3.38T AUM 44.17% 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

Pin Oak Investment Advisors's LLY Position: Q2 2026 in Review

Pin Oak Investment Advisors increased its Eli Lilly (LLY) stake by 3.1% in Q2 2026, buying an estimated $5.11K and bringing the position to 165 shares worth $198K. The position accounts for 0.14% of the portfolio, ranked #111.

Pin Oak Investment Advisors first reported a position in LLY in Q4 2017 and has held it in 29 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Pin Oak Investment Advisors held 165 shares of Eli Lilly worth $198K as of Q2 2026.
  • Pin Oak Investment Advisors bought 5 Eli Lilly shares in Q2 2026, an estimated $5.11K.
  • Eli Lilly made up 0.14% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #111 holding.
  • Pin Oak Investment Advisors first reported a position in Eli Lilly in Q4 2017 and has held it in 29 quarters since.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.