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Prudent Man Advisors’s Eli Lilly LLY Stock Holding History

Prudent Man 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
Q2 		$4.43M Buy
3,695
+729
+25% +$745K 1.01% 27
2026
Q1 		$2.73M Buy
2,966
+1,183
+66% +$1.2M 0.82% 31
2025
Q4 		$1.92M Buy
1,783
+906
+103% +$866K 0.7% 27
2025
Q3 		$669K Sell
877
-108
-11% -$80.4K 0.25% 81
2025
Q2 		$768K Buy
985
+217
+28% +$169K 0.24% 95
2025
Q1 		$634K Buy
768
+91
+13% +$75.7K 0.23% 102
2024
Q4 		$523K Buy
677
+365
+117% +$302K 0.19% 114
2024
Q3 		$276K Buy
+312
New +$281K 0.09% 140

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

Prudent Man Advisors's LLY Position: Q2 2026 in Review

Prudent Man Advisors increased its Eli Lilly (LLY) stake by 25% in Q2 2026, buying an estimated $745K and bringing the position to 3,695 shares worth $4.43M. The position accounts for 1.01% of the portfolio, ranked #27.

Prudent Man Advisors first reported a position in LLY in Q3 2024 and has held it in 8 quarters since. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Prudent Man Advisors held 3,695 shares of Eli Lilly worth $4.43M as of Q2 2026.
  • Prudent Man Advisors bought 729 Eli Lilly shares in Q2 2026, an estimated $745K.
  • Eli Lilly made up 1.01% of Prudent Man Advisors's portfolio in Q2 2026, its #27 holding.
  • Prudent Man Advisors first reported a position in Eli Lilly in Q3 2024 and has held it in 8 quarters since.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Prudent Man Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.