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Sovran Advisors’s Eli Lilly LLY Stock Holding History

Sovran 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 		$4.41M Buy
3,612
+881
+32% +$900K 0.33% 79
2026
Q1 		$2.55M Buy
2,731
+844
+45% +$856K 0.2% 122
2025
Q4 		$1.95M Sell
1,887
-225
-11% -$215K 0.17% 139
2025
Q3 		$1.78M Buy
2,112
+441
+26% +$328K 0.16% 144
2025
Q2 		$1.3M Buy
1,671
+664
+66% +$516K 0.14% 169
2025
Q1 		$846K Buy
1,007
+504
+100% +$419K 0.11% 200
2024
Q4 		$375K Buy
+503
New +$416K 0.05% 306

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

Sovran Advisors's LLY Position: Q2 2026 in Review

Sovran Advisors increased its Eli Lilly (LLY) stake by 32% in Q2 2026, buying an estimated $900K and bringing the position to 3,612 shares worth $4.41M. The position accounts for 0.33% of the portfolio, ranked #79.

Sovran Advisors first reported a position in LLY in Q4 2024 and has held it in 7 quarters since. 4,642 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Sovran Advisors held 3,612 shares of Eli Lilly worth $4.41M as of Q2 2026.
  • Sovran Advisors bought 881 Eli Lilly shares in Q2 2026, an estimated $900K.
  • Eli Lilly made up 0.33% of Sovran Advisors's portfolio in Q2 2026, its #79 holding.
  • Sovran Advisors first reported a position in Eli Lilly in Q4 2024 and has held it in 7 quarters since.
  • 4,642 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.