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Soltis Investment Advisors’s Eli Lilly LLY Stock Holding History

Soltis 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 		$6.97M Buy
5,809
+891
+18% +$910K 0.39% 66
2026
Q1 		$4.52M Sell
4,918
-1,408
-22% -$1.43M 0.29% 89
2025
Q4 		$6.8M Buy
6,326
+1,745
+38% +$1.67M 0.45% 56
2025
Q3 		$3.5M Buy
4,581
+94
+2% +$70K 0.24% 95
2025
Q2 		$3.5M Sell
4,487
-1,042
-19% -$810K 0.27% 88
2025
Q1 		$4.57M Buy
5,529
+1,524
+38% +$1.27M 0.41% 68
2024
Q4 		$3.09M Buy
4,005
+2,749
+219% +$2.28M 0.29% 96
2024
Q3 		$1.11M Buy
1,256
+121
+11% +$109K 0.11% 149
2024
Q2 		$1.03M Buy
1,135
+218
+24% +$174K 0.11% 149
2024
Q1 		$713K Sell
917
-147
-14% -$105K 0.08% 167
2023
Q4 		$620K Sell
1,064
-278
-21% -$162K 0.07% 169
2023
Q3 		$721K Buy
1,342
+279
+26% +$144K 0.09% 147
2023
Q2 		$498K Buy
1,063
+78
+8% +$32.7K 0.06% 171
2023
Q1 		$338K Buy
985
+13
+1% +$4.38K 0.04% 202
2022
Q4 		$356K Buy
972
+81
+9% +$28.7K 0.05% 190
2022
Q3 		$288K Buy
891
+149
+20% +$47.2K 0.04% 192
2022
Q2 		$241K Buy
+742
New +$223K 0.04% 209

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Soltis Investment Advisors's LLY Position: Q2 2026 in Review

Soltis Investment Advisors increased its Eli Lilly (LLY) stake by 18% in Q2 2026, buying an estimated $910K and bringing the position to 5,809 shares worth $6.97M. The position accounts for 0.39% of the portfolio, ranked #66.

Soltis Investment Advisors first reported a position in LLY in Q2 2022 and has held it in 17 quarters since. 2,247 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Soltis Investment Advisors held 5,809 shares of Eli Lilly worth $6.97M as of Q2 2026.
  • Soltis Investment Advisors bought 891 Eli Lilly shares in Q2 2026, an estimated $910K.
  • Eli Lilly made up 0.39% of Soltis Investment Advisors's portfolio in Q2 2026, its #66 holding.
  • Soltis Investment Advisors first reported a position in Eli Lilly in Q2 2022 and has held it in 17 quarters since.
  • 2,247 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.