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PKS Advisory Services’s Eli Lilly LLY Stock Holding History

PKS Advisory Services’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 		$1.19M Buy
990
+284
+40% +$290K 0.19% 112
2026
Q1 		$648K Buy
706
+58
+9% +$58.8K 0.15% 139
2025
Q4 		$697K Sell
648
-116
-15% -$111K 0.16% 128
2025
Q3 		$583K Sell
764
-168
-18% -$125K 0.12% 142
2025
Q2 		$726K Buy
932
+326
+54% +$253K 0.18% 111
2025
Q1 		$498K Sell
606
-16
-3% -$13.3K 0.14% 134
2024
Q4 		$481K Buy
+622
New +$515K 0.12% 146

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

PKS Advisory Services's LLY Position: Q2 2026 in Review

PKS Advisory Services increased its Eli Lilly (LLY) stake by 40% in Q2 2026, buying an estimated $290K and bringing the position to 990 shares worth $1.19M. The position accounts for 0.19% of the portfolio, ranked #112.

PKS Advisory Services first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • PKS Advisory Services held 990 shares of Eli Lilly worth $1.19M as of Q2 2026.
  • PKS Advisory Services bought 284 Eli Lilly shares in Q2 2026, an estimated $290K.
  • Eli Lilly made up 0.19% of PKS Advisory Services's portfolio in Q2 2026, its #112 holding.
  • PKS Advisory Services first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.