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Resurgent Financial Advisors’s Eli Lilly LLY Stock Holding History

Resurgent Financial 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 		$6.69M Buy
5,580
+835
+18% +$853K 1.86% 7
2026
Q1 		$4.36M Buy
4,745
+3,780
+392% +$3.83M 1.58% 11
2025
Q4 		$1.04M Buy
965
+3
+0.3% +$2.87K 0.52% 50
2025
Q3 		$734K Buy
962
+140
+17% +$104K 0.36% 74
2025
Q2 		$641K Buy
822
+98
+14% +$76.2K 0.35% 78
2025
Q1 		$598K Buy
724
+26
+4% +$21.6K 0.36% 78
2024
Q4 		$539K Buy
698
+96
+16% +$79.5K 0.32% 93
2024
Q3 		$533K Buy
602
+8
+1% +$7.19K 0.31% 91
2024
Q2 		$538K Sell
594
-66
-10% -$52.8K 0.33% 90
2024
Q1 		$513K Buy
660
+69
+12% +$49.1K 0.27% 104
2023
Q4 		$345K Buy
591
+5
+0.9% +$2.92K 0.21% 121
2023
Q3 		$315K Buy
586
+21
+4% +$10.8K 0.21% 106
2023
Q2 		$265K Buy
565
+40
+8% +$16.8K 0.18% 117
2023
Q1 		$180K Sell
525
-173
-25% -$58.3K 0.12% 159
2022
Q4 		$255K Sell
698
-40
-5% -$14.2K 0.13% 161
2022
Q3 		$239K Buy
+738
New +$234K 0.16% 160

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

Resurgent Financial Advisors's LLY Position: Q2 2026 in Review

Resurgent Financial Advisors increased its Eli Lilly (LLY) stake by 18% in Q2 2026, buying an estimated $853K and bringing the position to 5,580 shares worth $6.69M. The position accounts for 1.86% of the portfolio, ranked #7.

Resurgent Financial Advisors first reported a position in LLY in Q3 2022 and has held it in 16 quarters since. 4,626 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Resurgent Financial Advisors held 5,580 shares of Eli Lilly worth $6.69M as of Q2 2026.
  • Resurgent Financial Advisors bought 835 Eli Lilly shares in Q2 2026, an estimated $853K.
  • Eli Lilly made up 1.86% of Resurgent Financial Advisors's portfolio in Q2 2026, its #7 holding.
  • Resurgent Financial Advisors first reported a position in Eli Lilly in Q3 2022 and has held it in 16 quarters since.
  • 4,626 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.