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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
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 $84.5B AUM 11.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

PKS Advisory Services's LLY Position: Q1 2026 in Review

PKS Advisory Services increased its Eli Lilly (LLY) stake by 9% in Q1 2026, buying an estimated $58.8K and bringing the position to 706 shares worth $648K. The position accounts for 0.15% of the portfolio, ranked #139.

PKS Advisory Services first reported a position in LLY in Q4 2024 and has held it in 6 quarters since. The position peaked at $726K in Q2 2025. 4,352 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • PKS Advisory Services held 706 shares of Eli Lilly worth $648K as of Q1 2026.
  • PKS Advisory Services bought 58 Eli Lilly shares in Q1 2026, an estimated $58.8K.
  • Eli Lilly made up 0.15% of PKS Advisory Services's portfolio in Q1 2026, its #139 holding.
  • PKS Advisory Services first reported a position in Eli Lilly in Q4 2024 and has held it in 6 quarters since.
  • PKS Advisory Services's Eli Lilly position peaked at $726K in Q2 2025.
  • 4,352 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.