Signature Estate & Investment Advisors’s Eli Lilly LLY Stock Holding History

Signature Estate & 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	$69M	Buy	57,559 +303	+0.5%	+$310K	1.24%	22
2026 Q1	$52.7M	Sell	57,256 -15,323	-21%	-$15.5M	1.07%	23
2025 Q4	$78M	Sell	72,579 -271	-0.4%	-$259K	1.57%	17
2025 Q3	$55.6M	Buy	72,850 +17,417	+31%	+$13M	1.19%	22
2025 Q2	$43.2M	Buy	55,433 +36,923	+199%	+$28.7M	1%	23
2025 Q1	$15.3M	Buy	18,510 +17,190	+1,302%	+$14.3M	0.4%	37
2024 Q4	$1.02M	Buy	1,320 +42	+3%	+$34.8K	0.03%	211
2024 Q3	$1.13M	Buy	1,278 +61	+5%	+$54.8K	0.03%	185
2024 Q2	$1.1M	Buy	+1,217	New	+$974K	0.03%	184

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Signature Estate & Investment Advisors's LLY Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Eli Lilly (LLY) stake by 0.53% in Q2 2026, buying an estimated $310K and bringing the position to 57,559 shares worth $69M. The position accounts for 1.24% of the portfolio, ranked #22.

Signature Estate & Investment Advisors first reported a position in LLY in Q2 2024 and has held it in 9 quarters since. The position peaked at $78M in Q4 2025. 3,039 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

Signature Estate & Investment Advisors held 57,559 shares of Eli Lilly worth $69M as of Q2 2026.
Signature Estate & Investment Advisors bought 303 Eli Lilly shares in Q2 2026, an estimated $310K.
Eli Lilly made up 1.24% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #22 holding.
Signature Estate & Investment Advisors first reported a position in Eli Lilly in Q2 2024 and has held it in 9 quarters since.
Signature Estate & Investment Advisors's Eli Lilly position peaked at $78M in Q4 2025.
3,039 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.