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Powers Advisory Group’s Eli Lilly LLY Stock Holding History

Powers Advisory Group’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 		$2.36M Sell
1,964
-252
-11% -$257K 0.74% 25
2026
Q1 		$2.04M Sell
2,216
-78
-3% -$79.1K 0.72% 26
2025
Q4 		$2.47M Buy
2,294
+7
+0.3% +$6.69K 0.93% 20
2025
Q3 		$1.74M Sell
2,287
-2
-0.1% -$1.49K 0.69% 27
2025
Q2 		$1.78M Buy
2,289
+3
+0.1% +$2.33K 0.78% 25
2025
Q1 		$1.89M Sell
2,286
-62
-3% -$51.6K 0.9% 21
2024
Q4 		$1.81M Sell
2,348
-19
-0.8% -$15.7K 0.91% 21
2024
Q3 		$2.1M Buy
2,367
+71
+3% +$63.8K 1.05% 20
2024
Q2 		$2.08M Buy
2,296
+8
+0.3% +$6.4K 1.13% 20
2024
Q1 		$1.78M Buy
2,288
+58
+3% +$41.3K 1.02% 19
2023
Q4 		$1.3M Sell
2,230
-1,082
-33% -$632K 0.8% 25
2023
Q3 		$1.78M Sell
3,312
-237
-7% -$122K 1.21% 20
2023
Q2 		$1.66M Buy
3,549
+3
+0.1% +$1.26K 1.1% 21
2023
Q1 		$1.22M Sell
3,546
-5
-0.1% -$1.69K 0.85% 28
2022
Q4 		$1.3M Sell
3,551
-312
-8% -$111K 0.96% 26
2022
Q3 		$1.25M Buy
3,863
+8
+0.2% +$2.54K 1% 25
2022
Q2 		$1.25M Sell
3,855
-141
-4% -$42.3K 0.96% 24
2022
Q1 		$1.14M Sell
3,996
-5
-0.1% -$1.29K 0.8% 28
2021
Q4 		$1.1M Buy
+4,001
New +$1.01M 0.78% 30

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

Powers Advisory Group's LLY Position: Q2 2026 in Review

Powers Advisory Group reduced its Eli Lilly (LLY) stake by 11% in Q2 2026, selling an estimated $257K and leaving 1,964 shares worth $2.36M. The position accounts for 0.74% of the portfolio, ranked #25.

Powers Advisory Group first reported a position in LLY in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.47M in Q4 2025. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Powers Advisory Group held 1,964 shares of Eli Lilly worth $2.36M as of Q2 2026.
  • Powers Advisory Group sold 252 Eli Lilly shares in Q2 2026, an estimated $257K.
  • Eli Lilly made up 0.74% of Powers Advisory Group's portfolio in Q2 2026, its #25 holding.
  • Powers Advisory Group first reported a position in Eli Lilly in Q4 2021 and has held it in 19 quarters since.
  • Powers Advisory Group's Eli Lilly position peaked at $2.47M in Q4 2025.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Powers Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.