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Rollins Financial Advisors’s Eli Lilly LLY Stock Holding History

Rollins 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 		$3.72M Buy
3,105
+1,475
+90% +$1.51M 0.49% 38
2026
Q1 		$1.5M Buy
1,630
+301
+23% +$305K 0.24% 57
2025
Q4 		$1.43M Buy
1,329
+1
+0.1% +$956 0.21% 53
2025
Q3 		$1.01M Sell
1,328
-505
-28% -$376K 0.15% 62
2025
Q2 		$1.43M Sell
1,833
-46
-2% -$35.7K 0.23% 55
2025
Q1 		$1.55M Buy
1,879
+147
+8% +$122K 0.27% 51
2024
Q4 		$1.34M Buy
1,732
+19
+1% +$15.7K 0.21% 51
2024
Q3 		$1.52M Buy
1,713
+20
+1% +$18K 0.25% 48
2024
Q2 		$1.53M Sell
1,693
-117
-6% -$93.6K 0.26% 44
2024
Q1 		$1.41M Buy
1,810
+1,028
+131% +$732K 0.27% 43
2023
Q4 		$456K Buy
+782
New +$456K 0.1% 71

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 $3.38T AUM 44.17% 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

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

Rollins Financial Advisors increased its Eli Lilly (LLY) stake by 90% in Q2 2026, buying an estimated $1.51M and bringing the position to 3,105 shares worth $3.72M. The position accounts for 0.49% of the portfolio, ranked #38.

Rollins Financial Advisors first reported a position in LLY in Q4 2023 and has held it in 11 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Rollins Financial Advisors held 3,105 shares of Eli Lilly worth $3.72M as of Q2 2026.
  • Rollins Financial Advisors bought 1,475 Eli Lilly shares in Q2 2026, an estimated $1.51M.
  • Eli Lilly made up 0.49% of Rollins Financial Advisors's portfolio in Q2 2026, its #38 holding.
  • Rollins Financial Advisors first reported a position in Eli Lilly in Q4 2023 and has held it in 11 quarters since.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.