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RIA Advisory Group’s Eli Lilly LLY Stock Holding History

RIA Advisory Group’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 		$310K Buy
+259
New +$265K 0.07% 118
2024
Q4 		– Sell
-319
Closed -$282K – 144
2024
Q3 		$282K Buy
+319
New +$287K 0.1% 101
2024
Q1 		$315K Buy
+405
New +$288K 0.13% 95
2023
Q4 		– Sell
-842
Closed -$452K – 154
2023
Q3 		$452K Buy
+842
New +$434K 0.2% 66

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

RIA Advisory Group's LLY Position: Q2 2026 in Review

RIA Advisory Group opened a new position in Eli Lilly (LLY) in Q2 2026: 259 shares worth $310K. The stake represents 0.07% of the portfolio and ranks #118 among its holdings. This is a return to the name: RIA Advisory Group previously reported a position in LLY as recently as Q3 2024.

RIA Advisory Group first reported a position in LLY in Q3 2023 and has held it in 4 quarters since. The position peaked at $452K in Q3 2023. 4,624 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • RIA Advisory Group held 259 shares of Eli Lilly worth $310K as of Q2 2026.
  • Eli Lilly was a new RIA Advisory Group position in Q2 2026.
  • Eli Lilly made up 0.07% of RIA Advisory Group's portfolio in Q2 2026, its #118 holding.
  • RIA Advisory Group first reported a position in Eli Lilly in Q3 2023 and has held it in 4 quarters since.
  • RIA Advisory Group's Eli Lilly position peaked at $452K in Q3 2023.
  • 4,624 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.