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Rise Advisors’s Eli Lilly LLY Stock Holding History

Rise 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 		$806K Sell
672
-74
-10% -$75.6K 0.23% 37
2026
Q1 		$712K Sell
746
-1
-0.1% -$1.01K 0.25% 37
2025
Q4 		$803K Sell
747
-11
-1% -$10.5K 0.29% 32
2025
Q3 		$578K Buy
758
+26
+4% +$19.3K 0.21% 43
2025
Q2 		$571K Buy
732
+13
+2% +$10.1K 0.23% 38
2025
Q1 		$594K Buy
719
+59
+9% +$49.1K 0.26% 34
2024
Q4 		$510K Buy
660
+7
+1% +$5.8K 0.25% 40
2024
Q3 		$578K Sell
653
-50
-7% -$45K 0.28% 36
2024
Q2 		$637K Sell
703
-57
-8% -$45.6K 0.34% 29
2024
Q1 		$592K Buy
760
+402
+112% +$286K 0.32% 29
2023
Q4 		$209K Hold
358
– – 0.15% 68
2023
Q3 		$192K Buy
358
+65
+22% +$33.5K 0.15% 66
2023
Q2 		$137K Sell
293
-12
-4% -$5.03K 0.11% 85
2023
Q1 		$105K Buy
305
+3
+1% +$1.01K 0.08% 99
2022
Q4 		$111K Hold
302
– – 0.09% 96
2022
Q3 		$98K Buy
302
+11
+4% +$3.48K 0.08% 91
2022
Q2 		$94K Hold
291
– – 0.09% 96
2022
Q1 		$83K Hold
291
– – 0.07% 112
2021
Q4 		$80.4K Buy
+291
New +$73.8K 0.08% 108

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

Rise Advisors's LLY Position: Q2 2026 in Review

Rise Advisors reduced its Eli Lilly (LLY) stake by 9.9% in Q2 2026, selling an estimated $75.6K and leaving 672 shares worth $806K. The position accounts for 0.23% of the portfolio, ranked #37.

Rise Advisors first reported a position in LLY in Q4 2021 and has held it in 19 quarters since. 4,601 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Rise Advisors held 672 shares of Eli Lilly worth $806K as of Q2 2026.
  • Rise Advisors sold 74 Eli Lilly shares in Q2 2026, an estimated $75.6K.
  • Eli Lilly made up 0.23% of Rise Advisors's portfolio in Q2 2026, its #37 holding.
  • Rise Advisors first reported a position in Eli Lilly in Q4 2021 and has held it in 19 quarters since.
  • 4,601 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.