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Private Advisory Group’s Eli Lilly LLY Stock Holding History

Private 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 		$21.5M Buy
17,932
+2,056
+13% +$2.1M 1.16% 21
2026
Q1 		$14.6M Sell
15,876
-466
-3% -$472K 0.96% 25
2025
Q4 		$17.6M Sell
16,342
-4,340
-21% -$4.15M 1.38% 17
2025
Q3 		$15.8M Buy
20,682
+2,782
+16% +$2.07M 1.3% 18
2025
Q2 		$14M Sell
17,900
-17,382
-49% -$13.5M 1.26% 20
2025
Q1 		$29.1M Buy
35,282
+2,886
+9% +$2.4M 3.26% 5
2024
Q4 		$25M Buy
32,396
+11,809
+57% +$9.78M 2.8% 7
2024
Q3 		$18.2M Buy
20,587
+233
+1% +$209K 2.18% 11
2024
Q2 		$18.4M Buy
20,354
+1,103
+6% +$882K 2.4% 10
2024
Q1 		$15M Buy
19,251
+1,557
+9% +$1.11M 2.14% 10
2023
Q4 		$10.3M Buy
17,694
+906
+5% +$529K 1.79% 13
2023
Q3 		$9.02M Buy
16,788
+988
+6% +$509K 1.78% 12
2023
Q2 		$7.41M Buy
15,800
+14,469
+1,087% +$6.07M 1.47% 16
2023
Q1 		$457K Sell
1,331
-5,337
-80% -$1.8M 0.1% 130
2022
Q4 		$2.44M Buy
6,668
+857
+15% +$304K 0.53% 49
2022
Q3 		$1.88M Buy
5,811
+364
+7% +$115K 0.43% 59
2022
Q2 		$1.77M Buy
5,447
+4,173
+328% +$1.25M 0.4% 58
2022
Q1 		$365K Buy
+1,274
New +$328K 0.07% 122

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

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

Private Advisory Group increased its Eli Lilly (LLY) stake by 13% in Q2 2026, buying an estimated $2.1M and bringing the position to 17,932 shares worth $21.5M. The position accounts for 1.16% of the portfolio, ranked #21.

Private Advisory Group first reported a position in LLY in Q1 2022 and has held it in 18 quarters since. The position peaked at $29.1M in Q1 2025. 4,630 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Private Advisory Group held 17,932 shares of Eli Lilly worth $21.5M as of Q2 2026.
  • Private Advisory Group bought 2,056 Eli Lilly shares in Q2 2026, an estimated $2.1M.
  • Eli Lilly made up 1.16% of Private Advisory Group's portfolio in Q2 2026, its #21 holding.
  • Private Advisory Group first reported a position in Eli Lilly in Q1 2022 and has held it in 18 quarters since.
  • Private Advisory Group's Eli Lilly position peaked at $29.1M in Q1 2025.
  • 4,630 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.