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Pinnacle Family Advisors’s Eli Lilly LLY Stock Holding History

Pinnacle Family 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 		$810K Buy
676
+1
+0.1% +$1.02K 0.34% 53
2026
Q1 		$620K Buy
+675
New +$684K 0.29% 59
2025
Q1 		– Sell
-646
Closed -$499K – 117
2024
Q4 		$499K Hold
646
– – 0.24% 69
2024
Q3 		$572K Buy
+646
New +$581K 0.3% 63
2023
Q3 		– Sell
-569
Closed -$267K – 97
2023
Q2 		$267K Buy
+569
New +$239K 0.14% 83
2023
Q1 		– Sell
-565
Closed -$207K – 107
2022
Q4 		$207K Buy
+565
New +$200K 0.15% 91
2021
Q4 		– Sell
-2,056
Closed -$475K – 139
2021
Q3 		$475K Buy
+2,056
New +$507K 0.21% 70
2021
Q1 		– Sell
-3,097
Closed -$523K – 135
2020
Q4 		$523K Buy
3,097
+1,126
+57% +$168K 0.32% 58
2020
Q3 		$292K Sell
1,971
-1,312
-40% -$203K 0.2% 53
2020
Q2 		$539K Buy
3,283
+1,329
+68% +$204K 0.47% 38
2020
Q1 		$271K Sell
1,954
-346
-15% -$47.5K 0.33% 48
2019
Q4 		$302K Buy
2,300
+11
+0.5% +$1.27K 0.27% 61
2019
Q3 		$256K Buy
2,289
+11
+0.5% +$1.23K 0.23% 66
2019
Q2 		$252K Buy
2,278
+11
+0.5% +$1.29K 0.21% 70
2019
Q1 		$294K Sell
2,267
-3
-0.1% -$365 0.26% 59
2018
Q4 		$263K Buy
2,270
+9
+0.4% +$1K 0.18% 53
2018
Q3 		$243K Buy
+2,261
New +$226K 0.13% 60

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

Pinnacle Family Advisors's LLY Position: Q2 2026 in Review

Pinnacle Family Advisors increased its Eli Lilly (LLY) stake by 0.15% in Q2 2026, buying an estimated $1.02K and bringing the position to 676 shares worth $810K. The position accounts for 0.34% of the portfolio, ranked #53.

Pinnacle Family Advisors first reported a position in LLY in Q3 2018 and has held it in 17 quarters since. 4,601 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Pinnacle Family Advisors held 676 shares of Eli Lilly worth $810K as of Q2 2026.
  • Pinnacle Family Advisors bought 1 Eli Lilly share in Q2 2026, an estimated $1.02K.
  • Eli Lilly made up 0.34% of Pinnacle Family Advisors's portfolio in Q2 2026, its #53 holding.
  • Pinnacle Family Advisors first reported a position in Eli Lilly in Q3 2018 and has held it in 17 quarters since.
  • 4,601 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

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