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Regal Investment Advisors’s Eli Lilly LLY Stock Holding History

Regal 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 		$3.41M Buy
3,710
+324
+10% +$328K 0.2% 134
2025
Q4 		$3.64M Buy
3,386
+636
+23% +$608K 0.22% 120
2025
Q3 		$2.1M Buy
2,750
+249
+10% +$185K 0.14% 172
2025
Q2 		$1.95M Buy
2,501
+115
+5% +$89.4K 0.15% 155
2025
Q1 		$1.97M Sell
2,386
-852
-26% -$709K 0.16% 150
2024
Q4 		$2.5M Sell
3,238
-1,350
-29% -$1.12M 0.19% 130
2024
Q3 		$4.06M Sell
4,588
-735
-14% -$661K 0.28% 107
2024
Q2 		$4.82M Buy
5,323
+16
+0.3% +$12.8K 0.31% 90
2024
Q1 		$4.13M Buy
5,307
+499
+10% +$355K 0.28% 103
2023
Q4 		$2.8M Buy
4,808
+1,405
+41% +$820K 0.21% 128
2023
Q3 		$1.83M Buy
3,403
+148
+5% +$76.3K 0.15% 156
2023
Q2 		$1.53M Buy
3,255
+473
+17% +$198K 0.13% 165
2023
Q1 		$956K Sell
2,782
-450
-14% -$152K 0.08% 201
2022
Q4 		$1.18M Sell
3,232
-271
-8% -$96.1K 0.11% 171
2022
Q3 		$1.13M Buy
3,503
+333
+11% +$106K 0.12% 166
2022
Q2 		$1.03M Buy
3,170
+642
+25% +$193K 0.11% 176
2022
Q1 		$723K Buy
2,528
+9
+0.4% +$2.32K 0.07% 257
2021
Q4 		$696K Buy
2,519
+136
+6% +$34.5K 0.06% 290
2021
Q3 		$551K Buy
2,383
+37
+2% +$9.13K 0.05% 319
2021
Q2 		$538K Buy
+2,346
New +$471K 0.05% 319
2021
Q1 		– Sell
-1,975
Closed -$333K – 254
2020
Q4 		$333K Buy
+1,975
New +$295K 0.04% 341
2020
Q3 		– Sell
-4,129
Closed -$678K – 149
2020
Q2 		$678K Buy
+4,129
New +$634K 0.12% 155
2019
Q2 		– Sell
-1,580
Closed -$205K – 347
2019
Q1 		$205K Sell
1,580
-826
-34% -$100K 0.04% 290
2018
Q4 		$278K Sell
2,406
-678
-22% -$75.7K 0.06% 261
2018
Q3 		$331K Buy
+3,084
New +$308K 0.07% 229
2018
Q2 		– Sell
-3,062
Closed -$237K – 288
2018
Q1 		$237K Buy
3,062
+408
+15% +$32.8K 0.05% 258
2017
Q4 		$224K Sell
2,654
-254
-9% -$21.6K 0.05% 258
2017
Q3 		$249K Buy
2,908
+273
+10% +$22.4K 0.06% 235
2017
Q2 		$217K Buy
+2,635
New +$215K 0.05% 242
2015
Q4 		– Sell
-369
Closed -$30K – 615
2015
Q3 		$30K Buy
369
+46
+14% +$3.88K 0.01% 493
2015
Q2 		$26K Buy
323
+50
+18% +$3.81K 0.01% 520
2015
Q1 		$20K Buy
273
+25
+10% +$1.78K ﹤0.01% 566
2014
Q4 		$17K Hold
248
– – ﹤0.01% 561
2014
Q3 		$16K Sell
248
-204
-45% -$12.9K ﹤0.01% 599
2014
Q2 		$28K Buy
452
+159
+54% +$9.49K 0.01% 487
2014
Q1 		$17K Sell
293
-387
-57% -$21.6K 0.01% 547
2013
Q4 		$35K Sell
680
-218
-24% -$10.9K 0.02% 347
2013
Q3 		$45K Sell
898
-83
-8% -$4.34K 0.03% 315
2013
Q2 		$48K Buy
+981
New +$53.4K 0.03% 296

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
BlackRock
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
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Regal Investment Advisors increased its Eli Lilly (LLY) stake by 9.6% in Q1 2026, buying an estimated $328K and bringing the position to 3,710 shares worth $3.41M. The position accounts for 0.2% of the portfolio, ranked #134.

Regal Investment Advisors first reported a position in LLY in Q2 2013 and has held it in 39 quarters since. The position peaked at $4.82M in Q2 2024. 4,355 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Regal Investment Advisors held 3,710 shares of Eli Lilly worth $3.41M as of Q1 2026.
  • Regal Investment Advisors bought 324 Eli Lilly shares in Q1 2026, an estimated $328K.
  • Eli Lilly made up 0.2% of Regal Investment Advisors's portfolio in Q1 2026, its #134 holding.
  • Regal Investment Advisors first reported a position in Eli Lilly in Q2 2013 and has held it in 39 quarters since.
  • Regal Investment Advisors's Eli Lilly position peaked at $4.82M in Q2 2024.
  • 4,355 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.