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Scarborough Advisors’s Eli Lilly LLY Stock Holding History

Scarborough 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 		$820K Sell
723
-10
-1% -$10.2K 0.09% 76
2026
Q1 		$674K Buy
+733
New +$743K 0.07% 91
2025
Q2 		– Sell
-563
Closed -$465K – 483
2025
Q1 		$465K Buy
+563
New +$468K 0.07% 84
2024
Q4 		– Sell
-717
Closed -$635K – 116
2024
Q3 		$635K Buy
+717
New +$645K 0.1% 54
2024
Q1 		– Sell
-465
Closed -$271K – 576
2023
Q4 		$271K Buy
465
+32
+7% +$18.7K 0.06% 68
2023
Q3 		$233K Buy
+433
New +$223K 0.06% 64

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

Scarborough Advisors's LLY Position: Q2 2026 in Review

Scarborough Advisors reduced its Eli Lilly (LLY) stake by 1.4% in Q2 2026, selling an estimated $10.2K and leaving 723 shares worth $820K. The position accounts for 0.09% of the portfolio, ranked #76.

Scarborough Advisors first reported a position in LLY in Q3 2023 and has held it in 6 quarters since. 4,601 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Scarborough Advisors held 723 shares of Eli Lilly worth $820K as of Q2 2026.
  • Scarborough Advisors sold 10 Eli Lilly shares in Q2 2026, an estimated $10.2K.
  • Eli Lilly made up 0.09% of Scarborough Advisors's portfolio in Q2 2026, its #76 holding.
  • Scarborough Advisors first reported a position in Eli Lilly in Q3 2023 and has held it in 6 quarters since.
  • 4,601 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.