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PSI Advisors’s Eli Lilly LLY Stock Holding History

PSI 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 		$5.41M Sell
4,510
-625
-12% -$639K 1.26% 18
2026
Q1 		$4.72M Sell
5,135
-389
-7% -$394K 1.13% 19
2025
Q4 		$5.94M Buy
5,524
+214
+4% +$205K 1.49% 17
2025
Q3 		$4.05M Buy
5,310
+556
+12% +$414K 1.04% 22
2025
Q2 		$3.71M Buy
4,754
+1,182
+33% +$918K 1.82% 14
2025
Q1 		$2.95M Buy
3,572
+337
+10% +$280K 0.96% 22
2024
Q4 		$2.5M Buy
3,235
+327
+11% +$271K 0.74% 30
2024
Q3 		$2.58M Buy
2,908
+13
+0.4% +$11.7K 0.75% 30
2024
Q2 		$2.62M Sell
2,895
-13
-0.4% -$10.4K 0.83% 28
2024
Q1 		$2.26M Sell
2,908
-54
-2% -$38.4K 0.82% 28
2023
Q4 		$1.73M Buy
2,962
+265
+10% +$155K 0.64% 33
2023
Q3 		$1.45M Buy
2,697
+55
+2% +$28.3K 0.63% 33
2023
Q2 		$1.24M Buy
2,642
+53
+2% +$22.2K 0.54% 36
2023
Q1 		$889K Buy
2,589
+766
+42% +$258K 0.43% 47
2022
Q4 		$667K Buy
1,823
+16
+0.9% +$5.67K 0.35% 56
2022
Q3 		$584K Buy
1,807
+10
+0.6% +$3.17K 0.31% 64
2022
Q2 		$583K Sell
1,797
-245
-12% -$73.5K 0.29% 72
2022
Q1 		$585K Buy
2,042
+112
+6% +$28.8K 0.24% 80
2021
Q4 		$533K Sell
1,930
-225
-10% -$57K 0.22% 88
2021
Q3 		$498K Buy
2,155
+365
+20% +$90.1K 0.23% 83
2021
Q2 		$410K Sell
1,790
-1,700
-49% -$341K 0.22% 87
2021
Q1 		$652K Sell
3,490
-609
-15% -$119K 0.38% 58
2020
Q4 		$692K Sell
4,099
-92
-2% -$13.7K 0.48% 49
2020
Q3 		$620K Buy
4,191
+1,168
+39% +$181K 0.47% 46
2020
Q2 		$496K Hold
3,023
– – 0.4% 55
2020
Q1 		$419K Buy
3,023
+1,570
+108% +$216K 0.39% 56
2019
Q4 		$190K Buy
+1,453
New +$168K 0.12% 131

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

PSI Advisors's LLY Position: Q2 2026 in Review

PSI Advisors reduced its Eli Lilly (LLY) stake by 12% in Q2 2026, selling an estimated $639K and leaving 4,510 shares worth $5.41M. The position accounts for 1.26% of the portfolio, ranked #18.

PSI Advisors first reported a position in LLY in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.94M in Q4 2025. 4,634 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • PSI Advisors held 4,510 shares of Eli Lilly worth $5.41M as of Q2 2026.
  • PSI Advisors sold 625 Eli Lilly shares in Q2 2026, an estimated $639K.
  • Eli Lilly made up 1.26% of PSI Advisors's portfolio in Q2 2026, its #18 holding.
  • PSI Advisors first reported a position in Eli Lilly in Q4 2019 and has held it in 27 quarters since.
  • PSI Advisors's Eli Lilly position peaked at $5.94M in Q4 2025.
  • 4,634 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on PSI Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.