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Stegent Equity Advisors’s Eli Lilly LLY Stock Holding History

Stegent Equity 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 		$206K Sell
172
-51
-23% -$52.1K 0.15% 110
2026
Q1 		$205K Sell
223
-156
-41% -$158K 0.17% 100
2025
Q4 		$407K Buy
+379
New +$362K 0.32% 77

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

Stegent Equity Advisors's LLY Position: Q2 2026 in Review

Stegent Equity Advisors reduced its Eli Lilly (LLY) stake by 23% in Q2 2026, selling an estimated $52.1K and leaving 172 shares worth $206K. The position accounts for 0.15% of the portfolio, ranked #110.

Stegent Equity Advisors first reported a position in LLY in Q4 2025 and has held it in 3 quarters since. The position peaked at $407K in Q4 2025. 4,598 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • Stegent Equity Advisors held 172 shares of Eli Lilly worth $206K as of Q2 2026.
  • Stegent Equity Advisors sold 51 Eli Lilly shares in Q2 2026, an estimated $52.1K.
  • Eli Lilly made up 0.15% of Stegent Equity Advisors's portfolio in Q2 2026, its #110 holding.
  • Stegent Equity Advisors first reported a position in Eli Lilly in Q4 2025 and has held it in 3 quarters since.
  • Stegent Equity Advisors's Eli Lilly position peaked at $407K in Q4 2025.
  • 4,598 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on Stegent Equity Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.