Powell Investment Advisors’s Eli Lilly LLY Stock Holding History

Powell 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 Q1	$628K	Hold	683	–	–	0.22%	68
2025 Q4	$734K	Hold	683	–	–	0.25%	62
2025 Q3	$521K	Hold	683	–	–	0.18%	79
2025 Q2	$532K	Hold	683	–	–	0.2%	71
2025 Q1	$564K	Hold	683	–	–	0.28%	56
2024 Q4	$527K	Hold	683	–	–	0.24%	63
2024 Q3	$605K	Buy	683 +20	+3%	+$18K	0.28%	53
2024 Q2	$600K	Buy	663 +24	+4%	+$19.2K	0.31%	49
2024 Q1	$497K	Hold	639	–	–	0.26%	62
2023 Q4	$372K	Buy	639 +20	+3%	+$11.7K	0.21%	74
2023 Q3	$332K	Hold	619	–	–	0.2%	78
2023 Q2	$290K	Hold	619	–	–	0.17%	82
2023 Q1	$213K	Hold	619	–	–	0.12%	96
2022 Q4	$226K	Sell	619 -241	-28%	-$85.4K	0.13%	94
2022 Q3	$278K	Hold	860	–	–	0.18%	89
2022 Q2	$279K	Hold	860	–	–	0.17%	85
2022 Q1	$246K	Buy	860 +12	+1%	+$3.09K	0.14%	87
2021 Q4	$234K	Buy	+848	New	+$215K	0.13%	93

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

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 Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Powell Investment Advisors's LLY Position: Q1 2026 in Review

Powell Investment Advisors held its Eli Lilly (LLY) position steady in Q1 2026 at 683 shares worth $628K. The position accounts for 0.22% of the portfolio, ranked #68.

Powell Investment Advisors first reported a position in LLY in Q4 2021 and has held it in 18 quarters since. The position peaked at $734K in Q4 2025. 4,354 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

Powell Investment Advisors held 683 shares of Eli Lilly worth $628K as of Q1 2026.
Powell Investment Advisors left its Eli Lilly share count unchanged in Q1 2026.
Eli Lilly made up 0.22% of Powell Investment Advisors's portfolio in Q1 2026, its #68 holding.
Powell Investment Advisors first reported a position in Eli Lilly in Q4 2021 and has held it in 18 quarters since.
Powell Investment Advisors's Eli Lilly position peaked at $734K in Q4 2025.
4,354 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Powell Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.