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Roehl & Yi Investment Advisors’s Eli Lilly LLY Stock Holding History

Roehl & Yi 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
Q2 		$751K Sell
626
-22
-3% -$22.5K 0.25% 86
2026
Q1 		$596K Sell
648
-275
-30% -$279K 0.22% 91
2025
Q4 		$992K Buy
923
+25
+3% +$23.9K 0.39% 52
2025
Q3 		$685K Hold
898
– – 0.3% 76
2025
Q2 		$700K Sell
898
-11
-1% -$8.55K 0.36% 63
2025
Q1 		$751K Buy
909
+71
+8% +$59.1K 0.41% 56
2024
Q4 		$647K Buy
+838
New +$694K 0.36% 67

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

Roehl & Yi Investment Advisors's LLY Position: Q2 2026 in Review

Roehl & Yi Investment Advisors reduced its Eli Lilly (LLY) stake by 3.4% in Q2 2026, selling an estimated $22.5K and leaving 626 shares worth $751K. The position accounts for 0.25% of the portfolio, ranked #86.

Roehl & Yi Investment Advisors first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. The position peaked at $992K in Q4 2025. 4,613 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Roehl & Yi Investment Advisors held 626 shares of Eli Lilly worth $751K as of Q2 2026.
  • Roehl & Yi Investment Advisors sold 22 Eli Lilly shares in Q2 2026, an estimated $22.5K.
  • Eli Lilly made up 0.25% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #86 holding.
  • Roehl & Yi Investment Advisors first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • Roehl & Yi Investment Advisors's Eli Lilly position peaked at $992K in Q4 2025.
  • 4,613 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.