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Resonant Capital Advisors’s Eli Lilly LLY Stock Holding History

Resonant Capital 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 		$5.63M Buy
6,123
+410
+7% +$416K 0.3% 60
2025
Q4 		$6.14M Buy
5,713
+161
+3% +$154K 0.34% 55
2025
Q3 		$4.24M Sell
5,552
-292
-5% -$217K 0.25% 70
2025
Q2 		$4.56M Buy
5,844
+561
+11% +$436K 0.29% 68
2025
Q1 		$4.36M Buy
5,283
+287
+6% +$239K 0.3% 66
2024
Q4 		$3.86M Buy
4,996
+69
+1% +$57.1K 0.28% 73
2024
Q3 		$4.37M Sell
4,927
-574
-10% -$516K 0.32% 65
2024
Q2 		$4.98M Buy
5,501
+142
+3% +$114K 0.4% 54
2024
Q1 		$4.17M Buy
5,359
+747
+16% +$532K 0.36% 59
2023
Q4 		$2.69M Sell
4,612
-256
-5% -$149K 0.26% 80
2023
Q3 		$2.61M Sell
4,868
-102
-2% -$52.6K 0.28% 80
2023
Q2 		$2.33M Buy
4,970
+182
+4% +$76.3K 0.25% 88
2023
Q1 		$1.64M Buy
4,788
+35
+0.7% +$11.8K 0.19% 105
2022
Q4 		$1.74M Sell
4,753
-106
-2% -$37.6K 0.22% 99
2022
Q3 		$1.57M Buy
4,859
+1,916
+65% +$607K 0.24% 91
2022
Q2 		$954K Buy
2,943
+436
+17% +$131K 0.15% 107
2022
Q1 		$734K Buy
2,507
+149
+6% +$38.3K 0.11% 113
2021
Q4 		$651K Buy
2,358
+222
+10% +$56.3K 0.1% 117
2021
Q3 		$494K Buy
2,136
+45
+2% +$11.1K 0.09% 127
2021
Q2 		$480K Buy
2,091
+21
+1% +$4.22K 0.09% 116
2021
Q1 		$387K Hold
2,070
– – 0.08% 130
2020
Q4 		$349K Sell
2,070
-150
-7% -$22.4K 0.08% 138
2020
Q3 		$329K Sell
2,220
-133
-6% -$20.6K 0.09% 122
2020
Q2 		$386K Hold
2,353
– – 0.11% 124
2020
Q1 		$326K Sell
2,353
-1,655
-41% -$227K 0.12% 153
2019
Q4 		$527K Buy
+4,008
New +$465K 0.17% 142

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 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

Resonant Capital Advisors's LLY Position: Q1 2026 in Review

Resonant Capital Advisors increased its Eli Lilly (LLY) stake by 7.2% in Q1 2026, buying an estimated $416K and bringing the position to 6,123 shares worth $5.63M. The position accounts for 0.3% of the portfolio, ranked #60.

Resonant Capital Advisors first reported a position in LLY in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.14M in Q4 2025. 4,353 funds tracked by Wall St. Rank hold LLY as of Q1 2026.

  • Resonant Capital Advisors held 6,123 shares of Eli Lilly worth $5.63M as of Q1 2026.
  • Resonant Capital Advisors bought 410 Eli Lilly shares in Q1 2026, an estimated $416K.
  • Eli Lilly made up 0.3% of Resonant Capital Advisors's portfolio in Q1 2026, its #60 holding.
  • Resonant Capital Advisors first reported a position in Eli Lilly in Q4 2019 and has held it in 26 quarters since.
  • Resonant Capital Advisors's Eli Lilly position peaked at $6.14M in Q4 2025.
  • 4,353 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2026.

Based on Resonant Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.